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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
1976
Traverso Chambers Private Wealth Management
California
$270K – – –
EFA
1977
Evernest Financial Advisors
Indiana
$269K +$260K +924 New
AWM
1978
AllSquare Wealth Management
New York
$269K – – –
AIP
1979
Almanack Investment Partners
Pennsylvania
$268K -$59.3K -211 -17%
WB
1980
West Bancorporation
Iowa
$268K +$297K +1,056 New
PCM
1981
Poehling Capital Management
Wisconsin
$267K -$57K -203 -16%
SGK
1982
Steigerwald Gordon & Koch
Virginia
$267K -$3.09K -11 -1%
VC
1983
Veracity Capital
Georgia
$266K +$7.31K +26 +3%
SW
1984
SlateStone Wealth
Florida
$266K +$21.4K +76 +8%
PHIC
1985
Pine Haven Investment Counsel
Massachusetts
$266K +$294K +1,045 New
SQA
1986
Simon Quick Advisors
New Jersey
$265K -$158K -563 -35%
GCS
1987
Gordian Capital (Singapore)
Singapore
$265K +$293K +1,042 New
LWM
1988
Loveless Wealth Management
Montana
$264K +$13.5K +48 +5%
WTB
1989
Washington Trust Bank
Washington
$264K +$291K +1,037 New
SEP
1990
Southland Equity Partners
Missouri
$263K +$12.4K +44 +4%
CSA
1991
Cottage Street Advisors
Massachusetts
$262K -$91.6K -326 -24%
MMPW
1992
Mitchell McLeod Pugh & Williams
Alabama
$261K +$8.43K +30 +3%
ORC
1993
O'Rourke & Company
Massachusetts
$260K +$288K +1,025 New
LIA
1994
LBMC Investment Advisors
Tennessee
$259K -$8.01M -28,505 -97%
NPA
1995
Nichols & Pratt Advisers
Massachusetts
$259K -$155K -550 -35%
GWM
1996
Gray Wealth Management
Maine
$257K +$10.1K +36 +4%
JCIA
1997
Jackson Creek Investment Advisors
Colorado
$256K -$15.2K -54 -5%
RCA
1998
Ranch Capital Advisors
Florida
$256K -$562 -2 -0.2%
TIM
1999
Thompson Investment Management
Wisconsin
$256K – – –
HCP
2000
Hexagon Capital Partners
Arkansas
$256K +$29.2K +104 +12%
78 79
80
81 82