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Name Holding Trade Value Shares
Change 		Change in
Stake
LCS
1976
Levin Capital Strategies
New York
$536K – – –
PHAM
1977
Palisades Hudson Asset Management
Florida
$536K – – –
KBFS
1978
Kohmann Bosshard Financial Services
Ohio
$536K +$539K +1,500 New
TC
1979
Titleist Capital
Texas
$535K -$127K -352 -19%
LAM
1980
L2 Asset Management
Massachusetts
$534K +$86.3K +240 +19%
PPW
1981
Pinnacle Private Wealth
Massachusetts
$533K -$282K -784 -34%
HWM
1982
Hemington Wealth Management
Virginia
$533K -$13.3K -37 -2%
VAM
1983
Verity Asset Management
North Carolina
$533K +$29.5K +82 +6%
FBFS
1984
First Business Financial Services
Wisconsin
$532K -$5.39K -15 -1%
WCM
1985
Wedge Capital Management
North Carolina
$532K +$13.7K +38 +3%
CI
1986
CPR Investments
Michigan
$532K +$50.7K +141 +10%
MPI
1987
Mairs & Power Inc
Minnesota
$525K +$11.1K +31 +2%
SW
1988
SkyOak Wealth
Michigan
$524K -$18K -50 -3%
C
1989
CEDRUS
Colorado
$523K +$65.1K +181 +14%
SIM
1990
Sadoff Investment Management
Wisconsin
$522K -$179K -499 -25%
MA
1991
MJP Associates
Connecticut
$521K +$34.9K +97 +7%
RIL
1992
Rothschild Investment LLC
Illinois
$520K – – –
CBTWT
1993
Community Bank & Trust (Waco, Texas)
Texas
$519K +$2.16K +6 +0.4%
OWM
1994
OneAscent Wealth Management
Alabama
$519K +$522K +1,451 New
LSA
1995
Lion Street Advisors
Texas
$518K +$5.75K +16 +1%
IEFM
1996
IQ EQ Fund Management
Ireland
$514K -$11.1K -31 -2%
BRC
1997
Bell Rock Capital
Delaware
$513K -$258K -719 -33%
CPA
1998
Cardiff Park Advisors
California
$513K +$8.99K +25 +2%
PWP
1999
Pursue Wealth Partners
California
$512K -$1.37M -3,805 -72%
GAG
2000
GM Advisory Group
New York
$512K – – –
78 79
80
81 82