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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1976
Saiph Capital
New Jersey
$535K -$65.2K -226 -11%
CSA
1977
Cottage Street Advisors
Massachusetts
$535K +$187K +649 +58%
CIM
1978
Contravisory Investment Management
Massachusetts
$534K -$23.9K -83 -4%
APWM
1979
Argonautica Private Wealth Management
Massachusetts
$534K +$2.6K +9 +0.5%
AO
1980
Advisor OS
Illinois
$534K +$122K +423 +31%
T
1981
TOBAM
France
$533K +$34.6K +120 +7%
PB
1982
Pinnacle Bancorp
Nebraska
$532K -$14.4K -50 -3%
OWA
1983
One Wealth Advisors
California
$532K +$509K +1,765 New
EA
1984
Emerald Advisers
Pennsylvania
$532K +$452K +1,566 +783%
WFAG
1985
Worth Financial Advisory Group
North Carolina
$530K +$9.81K +34 +2%
TF
1986
Trek Financial
Arizona
$530K +$261K +906 +106%
PW
1987
Peninsula Wealth
California
$530K +$2.31K +8 +0.5%
WTA
1988
Washington Trust Advisors
Massachusetts
$530K -$51.6K -179 -9%
CCIA
1989
Campbell & Co Investment Adviser
Maryland
$528K -$2.24M -7,772 -82%
Point72 Asset Management
1990
Point72 Asset Management
Connecticut
$527K -$115M -397,323 -100%
HFA
1991
Harbert Fund Advisors
Alabama
$527K +$505K +1,750 New
PSP
1992
Pacific Sage Partners
Washington
$526K
HTHT
1993
Hemenway Trust Hemenway Trust
New Hampshire
$526K +$60.6K +210 +14%
KFGK
1994
Keystone Financial Group (Kentucky)
Kentucky
$525K +$25.1K +87 +5%
MTC
1995
McDaniel Terry & Co
Texas
$525K +$234K +812 +87%
S
1996
Sunpointe
Missouri
$524K -$577 -2 -0.1%
CWM
1997
Cedar Wealth Management
California
$524K +$5.19K +18 +1%
AGWCA
1998
Annis Gardner Whiting Capital Advisors
Florida
$524K +$229K +794 +84%
WCM
1999
Wedge Capital Management
North Carolina
$521K
WPC
2000
White Pine Capital
Minnesota
$517K +$69.2K +240 +14%