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Name Holding Trade Value Shares
Change 		Change in
Stake
SLA
1976
Silver Lake Advisory
Utah
$263K -$32.7K -389 -10%
WAG
1977
Winthrop Advisory Group
Massachusetts
$262K -$48.1K -572 -13%
MPW
1978
MA Private Wealth
California
$262K +$5.89K +70 +2%
IC
1979
Investment Counsel
Michigan
$261K -$688K -8,179 -69%
BPGAM
1980
BTG Pactual Global Asset Management
Bermuda
$261K +$305K +3,631 New
LFA
1981
Landmark Financial Advisors
Kentucky
$259K -$12.7K -151 -4%
PWAP
1982
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$259K +$38.4K +457 +15%
BFO
1983
Biltmore Family Office
North Carolina
$258K -$628K -7,462 -68%
YWP
1984
YorkBridge Wealth Partners
New York
$258K -$167K -1,991 -36%
ACP
1985
Aviance Capital Partners
Florida
$258K – – –
SC
1986
Saturna Capital
Washington
$258K – – –
UF
1987
Univest Financial
Pennsylvania
$258K – – –
CS
1988
Capital Square
Tennessee
$258K +$1.01K +12 +0.3%
SQA
1989
Simon Quick Advisors
New Jersey
$258K +$214K +2,546 +245%
CCG
1990
Chatham Capital Group
Georgia
$257K -$63.1K -750 -17%
SFFS
1991
Stonehage Fleming Financial Services
Jersey
$256K +$83.4K +992 +38%
TA
1992
Trellis Advisors
Washington
$255K -$15.1K -179 -5%
AFAS
1993
Acorn Financial Advisory Services
Virginia
$255K -$2.86K -34 -1%
SHWM
1994
Silicon Hills Wealth Management
Texas
$255K -$2.52K -30 -0.8%
DC
1995
DeDora Capital
California
$255K +$6.48K +77 +2%
OCM
1996
Osterweis Capital Management
California
$255K +$39.1K +465 +15%
VPI
1997
Value Partners Investments
Manitoba, Canada
$255K +$298K +3,538 New
SAM
1998
Secure Asset Management
Michigan
$254K -$243K -2,884 -45%
RPWA
1999
Regent Peak Wealth Advisors
Georgia
$253K -$39.7K -472 -12%
BONST
2000
Bank of Nova Scotia Trust
Ontario, Canada
$253K -$168 -2 -0.1%
78 79
80
81 82