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Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
1976
HBW Advisory Services
California
$1.73M -$128K -328 -7%
MPM
1977
Meritage Portfolio Management
Kansas
$1.73M -$26.9K -69 -1%
TCM
1978
Tandem Capital Management
New Jersey
$1.73M +$110K +282 +6%
KFP
1979
KMG Fiduciary Partners
Ohio
$1.72M +$1.56K +4 +0.1%
PWAM
1980
Papamarkou Wellner Asset Management
New York
$1.72M +$74.8K +192 +4%
CI
1981
Cherokee Insurance
Michigan
$1.72M – – –
CGF
1982
Constant Guidance Financial
Massachusetts
$1.72M +$78.3K +201 +4%
KWM
1983
Koa Wealth Management
California
$1.71M -$26.5K -68 -1%
LA
1984
Lakeside Advisors
Washington
$1.71M – – –
LSPW
1985
Lake Street Private Wealth
Illinois
$1.71M +$226K +581 +14%
OIM
1986
Orca Investment Management
Oregon
$1.71M +$5.85K +15 +0.3%
TAM
1987
Townsend Asset Management
North Carolina
$1.71M -$11.3K -29 -0.6%
CF
1988
Centaurus Financial
California
$1.71M +$70.5K +181 +4%
KNW
1989
Kesler Norman & Wride
Utah
$1.71M +$28.8K +74 +2%
AWMT
1990
AAFMAA Wealth Management & Trust
North Carolina
$1.71M +$83K +213 +5%
RPGK
1991
Retirement Planning Group (Kansas)
Kansas
$1.7M -$16K -41 -0.9%
MIC
1992
Means Investment Company
Maine
$1.7M -$228K -585 -11%
GG
1993
Greenwood Gearhart
Arkansas
$1.7M -$628K -1,612 -26%
YCG
1994
Yeomans Consulting Group
Georgia
$1.7M -$426K -1,092 -19%
SIC
1995
Sterling Investment Counsel
New York
$1.7M +$1.05M +2,704 +139%
SI
1996
Seeds Investor
New York
$1.7M -$56.1K -144 -3%
BAM
1997
Byrne Asset Management
New Jersey
$1.7M -$62K -159 -3%
IC
1998
Iconiq Capital
California
$1.7M +$200K +514 +13%
JWWM
1999
Johnson & White Wealth Management
Pennsylvania
$1.69M +$779 +2 +0%
AIM
2000
Acropolis Investment Management
Missouri
$1.69M -$86.5K -222 -5%
78 79
80
81 82