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Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
1976
Twin Lakes Capital Management
California
$1.74M +$7.11K +68 +0.5%
RFG
1977
Range Financial Group
Oregon
$1.74M -$131K -1,257 -8%
MAM
1978
Mirabaud Asset Management
United Kingdom
$1.74M +$1.55M +14,776 New
SC
1979
Stance Capital
Massachusetts
$1.74M -$395K -3,777 -20%
WBCM
1980
Wilson & Boucher Capital Management
California
$1.73M -$15.7K -150 -1%
LCM
1981
LCM Capital Management
Illinois
$1.73M -$5.86K -56 -0.4%
FCB
1982
First County Bank
Connecticut
$1.73M -$80.6K -771 -5%
BW
1983
BXM Wealth
Colorado
$1.72M +$376K +3,596 +32%
PWMG
1984
Prestige Wealth Management Group
New Jersey
$1.72M +$296K +2,834 +24%
CHJWM
1985
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.72M -$199K -1,902 -11%
BCG
1986
BayBridge Capital Group
California
$1.72M -$487K -4,656 -24%
LF
1987
Lee Financial
Texas
$1.72M +$52K +497 +4%
AT
1988
Adelphi Trust
Florida
$1.72M +$114K +1,093 +8%
BONST
1989
Bank of Nova Scotia Trust
Ontario, Canada
$1.71M +$223K +2,132 +17%
TC
1990
Tannin Capital
North Carolina
$1.71M -$343K -3,283 -18%
BV
1991
Boxwood Ventures
Illinois
$1.71M – – –
MIM
1992
MTM Investment Management
South Carolina
$1.71M +$4.71K +45 +0.3%
RIG
1993
Renaissance Investment Group
Massachusetts
$1.71M – – –
DAL
1994
Delta Accumulation LLC
California
$1.7M +$1.52M +14,500 New
SF
1995
Seek First
California
$1.7M -$48.7K -466 -3%
FFG
1996
Fiduciary Financial Group
California
$1.7M +$253K +2,417 +20%
PA
1997
Promethium Advisors
Maryland
$1.7M +$37.1K +355 +3%
MCWA
1998
Meadow Creek Wealth Advisors
Georgia
$1.7M -$110K -1,053 -7%
JWS
1999
Juncture Wealth Strategies
Arizona
$1.7M -$56.5K -540 -4%
RDWM
2000
Red Door Wealth Management
Tennessee
$1.69M +$81.7K +781 +6%
78 79
80
81 82