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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1976
FinTrust Capital Advisors
South Carolina
$263K -$76.7K -912 -20%
SLA
1977
Silver Lake Advisory
Utah
$263K -$32.7K -389 -10%
WAG
1978
Winthrop Advisory Group
Massachusetts
$262K -$48.1K -572 -13%
MPW
1979
MA Private Wealth
California
$262K +$5.89K +70 +2%
IC
1980
Investment Counsel
Michigan
$261K -$688K -8,179 -69%
BPGAM
1981
BTG Pactual Global Asset Management
Bermuda
$261K +$305K +3,631 New
LFA
1982
Landmark Financial Advisors
Kentucky
$259K -$12.7K -151 -4%
PWAP
1983
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$259K +$38.4K +457 +15%
BFO
1984
Biltmore Family Office
North Carolina
$258K -$628K -7,462 -68%
YWP
1985
YorkBridge Wealth Partners
New York
$258K -$167K -1,991 -36%
ACP
1986
Aviance Capital Partners
Florida
$258K – – –
SC
1987
Saturna Capital
Washington
$258K – – –
UF
1988
Univest Financial
Pennsylvania
$258K – – –
CS
1989
Capital Square
Tennessee
$258K +$1.01K +12 +0.3%
SQA
1990
Simon Quick Advisors
New Jersey
$258K +$214K +2,546 +245%
CCG
1991
Chatham Capital Group
Georgia
$257K -$63.1K -750 -17%
SFFS
1992
Stonehage Fleming Financial Services
Jersey
$256K +$83.4K +992 +38%
TA
1993
Trellis Advisors
Washington
$255K -$15.1K -179 -5%
AFAS
1994
Acorn Financial Advisory Services
Virginia
$255K -$2.86K -34 -1%
SHWM
1995
Silicon Hills Wealth Management
Texas
$255K -$2.52K -30 -0.8%
DC
1996
DeDora Capital
California
$255K +$6.48K +77 +2%
OCM
1997
Osterweis Capital Management
California
$255K +$39.1K +465 +15%
VPI
1998
Value Partners Investments
Manitoba, Canada
$255K +$298K +3,538 New
SAM
1999
Secure Asset Management
Michigan
$254K -$243K -2,884 -45%
RPWA
2000
Regent Peak Wealth Advisors
Georgia
$253K -$39.7K -472 -12%
78 79
80
81 82