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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1976
Tarbox Family Office
California
$443K – – –
SG
1977
Stonnington Group
California
$442K -$564K -1,700 -53%
RP
1978
Riverwater Partners
Wisconsin
$442K – – –
QFA
1979
Quantum Financial Advisors
California
$441K -$11.3K -34 -2%
KWM
1980
Kolinsky Wealth Management
New Jersey
$441K +$45.7K +138 +10%
AIA
1981
Avalon Investment & Advisory
Texas
$439K -$148K -446 -22%
FL
1982
Fort LP
Maryland
$438K -$317K -957 -38%
ICM
1983
Islay Capital Management
Texas
$438K -$34.8K -105 -6%
IEFM
1984
IQ EQ Fund Management
Ireland
$438K +$106K +319 +26%
SWRP
1985
Summit Wealth & Retirement Planning
California
$435K -$331 -1 -0.1%
PWM
1986
Prentice Wealth Management
New York
$435K +$22.5K +68 +5%
TIA
1987
Traphagen Investment Advisors
New Jersey
$435K -$17.2K -52 -3%
FBFS
1988
First Business Financial Services
Wisconsin
$433K – – –
OFS
1989
Oldfather Financial Services
Nebraska
$432K -$6.3K -19 -1%
ZIG
1990
Zuckerman Investment Group
Illinois
$431K +$74.9K +226 +18%
RIL
1991
Rothschild Investment LLC
Illinois
$430K -$21.5K -65 -4%
SIM
1992
SSI Investment Management
California
$430K – – –
WCM
1993
Wedge Capital Management
North Carolina
$429K +$8.29K +25 +2%
CFG
1994
Cooper Financial Group
California
$429K +$27.5K +83 +6%
PHAM
1995
Palisades Hudson Asset Management
Florida
$427K -$3.98K -12 -0.8%
LCS
1996
Levin Capital Strategies
New York
$427K – – –
WPI
1997
Walter Public Investments
Canada
$427K +$497K +1,500 New
OWM
1998
OneAscent Wealth Management
Alabama
$426K +$32.8K +99 +7%
NB
1999
NBT Bank
New York
$423K -$6.96K -21 -1%
CBTWT
2000
Community Bank & Trust (Waco, Texas)
Texas
$423K +$3.65K +11 +0.7%
78 79
80
81 82