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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
ISFAN
1976
Investor's Fiduciary Advisor Network
Washington
$2.06M +$498K +501 +32%
MSS
1977
Mitchell Sinkler & Starr
Pennsylvania
$2.06M +$39.8K +40 +2%
NI
1978
NCP Inc
California
$2.06M -$460K -463 -18%
WQ
1979
Wealth Quarterback
New Jersey
$2.05M -$129K -130 -6%
ACM
1980
AlphaStar Capital Management
North Carolina
$2.05M -$73.6K -74 -3%
VCM
1981
Vivaldi Capital Management
Illinois
$2.05M +$18.9K +19 +0.9%
PA
1982
PFW Advisors
Georgia
$2.05M -$119K -120 -5%
WAAG
1983
Wealth Alliance Advisory Group
Kansas
$2.04M +$98.4K +99 +5%
MCC
1984
Malaga Cove Capital
California
$2.04M -$1.3M -1,312 -39%
OLVIG
1985
Oliver Lagore Vanvalin Investment Group
Michigan
$2.03M +$2.13M +2,148 New
WPWM
1986
Western Pacific Wealth Management
Illinois
$2.03M +$16.9K +17 +0.8%
DDPIC
1987
Deroy & Devereaux Private Investment Counsel
Michigan
$2.03M +$398K +400 +24%
CAM
1988
Cidel Asset Management
Ontario, Canada
$2.02M +$81.5K +82 +4%
OL
1989
Owen LaRue
Kentucky
$2.02M +$101K +102 +5%
PSP
1990
Principal Street Partners
Tennessee
$2.02M +$1.05M +1,052 +106%
BHBT
1991
Burke & Herbert Bank & Trust
Virginia
$2.02M +$42.7K +43 +2%
BBNB
1992
Baker Boyer National Bank
Washington
$2.02M +$245K +246 +14%
FWI
1993
Facet Wealth Inc
Maryland
$2.01M +$1.5M +1,509 +238%
UWPG
1994
Ullmann Wealth Partners Group
Florida
$2.01M -$3.98K -4 -0.2%
WAOI
1995
Wealth Advisors of Iowa
Iowa
$2.01M -$35.8K -36 -2%
ST
1996
Smithfield Trust
Pennsylvania
$2.01M -$994 -1 -0%
AFG
1997
Allegheny Financial Group
Pennsylvania
$2.01M +$17.9K +18 +0.9%
HA
1998
Herold Advisors
New York
$2M +$95.4K +96 +5%
QPBE
1999
Quintet Private Bank (Europe)
Luxembourg
$2M – – –
CFP
2000
Cascade Financial Partners
California
$2M +$188K +189 +10%
78 79
80
81 82