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Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
1976
Partners Capital Investment Group
Massachusetts
$536K +$325K +5,414 +130%
HTHT
1977
Hemenway Trust Hemenway Trust
New Hampshire
$535K -$12K -200 -2%
RIA
1978
Richwood Investment Advisors
Ohio
$534K +$6.9K +115 +1%
SC
1979
Sierra Capital
Florida
$534K -$47.5K -792 -8%
AWAG
1980
ARS Wealth Advisors Group
Florida
$534K -$189K -3,145 -25%
GIM
1981
Goelzer Investment Management
Indiana
$532K +$571K +9,512 New
VCAM
1982
Van Cleef Asset Management
Ohio
$532K -$2.4K -40 -0.4%
MA
1983
MJP Associates
Connecticut
$531K -$8.94K -149 -2%
V
1984
ViaWealth
Kansas
$530K -$61.2K -1,020 -10%
WF
1985
Wayfinding Financial
Washington
$530K -$16.9K -282 -3%
AWAP
1986
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$528K -$24.4K -407 -4%
KA
1987
Kozak & Associates
Colorado
$527K -$101K -1,676 -14%
9WM
1988
9258 Wealth Management
Ohio
$525K +$1.2K +20 +0.2%
FS
1989
Ferguson Shapiro
Georgia
$524K – – –
FBA
1990
Front Barnett Associates
Illinois
$523K – – –
CCFM
1991
Clear Creek Financial Management
Washington
$522K +$37.8K +630 +7%
SWM
1992
Stockman Wealth Management
Montana
$521K -$2.04K -34 -0.4%
JWM
1993
Jeppson Wealth Management
California
$519K – – –
IAP
1994
Indie Asset Partners
Indiana
$519K +$60 +1 +0%
SLG
1995
Stanley-Laman Group
Pennsylvania
$519K +$6K +100 +1%
MYIA
1996
Mount Yale Investment Advisors
Colorado
$518K -$660 -11 -0.1%
RBFC
1997
Roman Butler Fullerton & Co
Missouri
$518K -$7.08K -118 -1%
MC
1998
Machina Capital
France
$517K -$1.45M -24,118 -72%
KFA
1999
Kelleher Financial Advisors
New York
$517K – – –
IPW
2000
Inlet Private Wealth
Florida
$517K -$298K -4,963 -35%
78 79
80
81 82