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Name Holding Trade Value Shares
Change 		Change in
Stake
JSP
1976
Jackson Square Partners
California
$607K +$713K +3,642 New
TL
1977
TrueWealth LLC
Georgia
$605K – – –
WTFG
1978
Wells Trecaso Financial Group
Ohio
$603K +$1.96K +10 +0.3%
BWM
1979
BerganKDV Wealth Management
Minnesota
$603K +$11.6K +59 +2%
PCM
1980
Pointe Capital Management
Michigan
$602K +$20.8K +106 +3%
PIA
1981
Pinion Investment Advisors
Kansas
$602K +$82.4K +421 +13%
JFL
1982
Jarislowsky, Fraser Ltd
Quebec, Canada
$601K -$88.7K -453 -11%
PSC
1983
Prentiss Smith & Co
Vermont
$597K -$29.4K -150 -4%
CQS
1984
Credential Qtrade Securities
$594K +$99.7K +509 +17%
AI
1985
Accredited Investors
Minnesota
$594K -$27.4K -140 -4%
22CM
1986
20/20 Capital Management
California
$594K -$2.94K -15 -0.5%
WP
1987
WMS Partners
Maryland
$592K +$29.4K +150 +4%
VWA
1988
Visionary Wealth Advisors
Illinois
$591K +$316K +1,614 +84%
CBN
1989
Cadence Bank NA
Texas
$590K +$31.3K +160 +5%
LDFR
1990
Lehman & Derafelo Financial Resources
Pennsylvania
$589K +$1.76K +9 +0.3%
SI
1991
Shaker Investments
Ohio
$587K -$856K -4,373 -55%
LS
1992
Leelyn Smith
Illinois
$587K +$9.4K +48 +1%
SG
1993
Somerset Group
Minnesota
$586K +$3.92K +20 +0.6%
AL
1994
Arnhold LLC
New York
$584K – – –
3CP
1995
3G Capital Partners
New York
$584K +$685K +3,500 New
PHS
1996
Pekin Hardy Strauss
Illinois
$583K +$45K +230 +7%
BFPW
1997
BOK Financial Private Wealth
Colorado
$580K -$103K -524 -13%
SYBT
1998
Stock Yards Bank & Trust
Kentucky
$579K -$668K -3,412 -50%
HHGA
1999
Halbert Hargrove Global Advisors
California
$577K +$33.3K +170 +5%
CCG
2000
Cypress Capital Group
Florida
$576K -$55K -281 -8%
78 79
80
81 82