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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1976
Adelphi Trust
Florida
$1.72M +$114K +1,093 +8%
BONST
1977
Bank of Nova Scotia Trust
Ontario, Canada
$1.71M +$223K +2,132 +17%
TC
1978
Tannin Capital
North Carolina
$1.71M -$343K -3,283 -18%
BV
1979
Boxwood Ventures
Illinois
$1.71M – – –
MIM
1980
MTM Investment Management
South Carolina
$1.71M +$4.71K +45 +0.3%
RIG
1981
Renaissance Investment Group
Massachusetts
$1.71M – – –
DAL
1982
Delta Accumulation LLC
California
$1.7M +$1.52M +14,500 New
SF
1983
Seek First
California
$1.7M -$48.7K -466 -3%
FFG
1984
Fiduciary Financial Group
California
$1.7M +$253K +2,417 +20%
PA
1985
Promethium Advisors
Maryland
$1.7M +$37.1K +355 +3%
MCWA
1986
Meadow Creek Wealth Advisors
Georgia
$1.7M -$110K -1,053 -7%
JWS
1987
Juncture Wealth Strategies
Arizona
$1.7M -$56.5K -540 -4%
RDWM
1988
Red Door Wealth Management
Tennessee
$1.69M +$81.7K +781 +6%
SEM
1989
Suncoast Equity Management
Florida
$1.68M +$1.5M +14,300 New
RBFC
1990
Roman Butler Fullerton & Co
Missouri
$1.68M +$25.2K +241 +2%
SI
1991
Severin Investments
Missouri
$1.68M -$15.2K -145 -1%
TP
1992
Thayer Partners
Pennsylvania
$1.67M +$565K +5,400 +61%
ACM
1993
Allred Capital Management
Texas
$1.67M +$4.08K +39 +0.3%
RCS
1994
Retirement Capital Strategies
California
$1.67M – – –
CFA
1995
CWS Financial Advisors
Michigan
$1.67M +$84K +803 +6%
GI
1996
GAMCO Investors
Connecticut
$1.66M -$273K -2,606 -16%
TWM
1997
Tortuga Wealth Management
California
$1.66M -$272K -2,601 -16%
CPA
1998
Cardiff Park Advisors
California
$1.66M -$62.3K -596 -4%
RPGK
1999
Retirement Planning Group (Kansas)
Kansas
$1.66M +$168K +1,604 +13%
TWM
2000
TRB Wealth Management
Texas
$1.65M -$234K -2,236 -14%
78 79
80
81 82