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Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1976
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.66M -$39K -145 -3%
NERM
1977
New England Research & Management
Illinois
$1.66M +$141K +525 +10%
SBH
1978
Segall Bryant & Hamill
Illinois
$1.66M +$120K +444 +9%
OWM
1979
OneAscent Wealth Management
Alabama
$1.65M -$511K -1,899 -25%
GC
1980
Gilbert & Cook
Iowa
$1.65M +$211K +784 +16%
GTCM
1981
Gyon Technologies Capital Management
New Jersey
$1.65M -$855K -3,177 -36%
NL
1982
NVWM LLC
Pennsylvania
$1.65M -$2.1M -7,802 -58%
ACA
1983
Affinity Capital Advisors
California
$1.64M -$191K -711 -11%
WCM
1984
Whitener Capital Management
North Carolina
$1.64M -$40.9K -152 -3%
BAM
1985
Beaumont Asset Management
Texas
$1.64M +$121K +451 +9%
APG
1986
Abacus Planning Group
South Carolina
$1.63M +$5.38K +20 +0.4%
MFG
1987
Magnus Financial Group
New York
$1.62M -$2.12M -7,892 -59%
SIM
1988
SSI Investment Management
California
$1.62M -$539 -2 -0%
LA
1989
LVW Advisors
New York
$1.62M +$114K +422 +8%
GPFA
1990
Game Plan Financial Advisors
Ohio
$1.61M -$9.42K -35 -0.6%
CWS
1991
Cypress Wealth Services
California
$1.61M +$58.4K +217 +4%
IC
1992
Inscription Capital
Texas
$1.61M -$455K -1,690 -24%
EWM
1993
Evermay Wealth Management
Virginia
$1.61M -$178K -660 -11%
GA
1994
Geller Advisors
New York
$1.61M +$297K +1,103 +25%
CPSC
1995
Carl P. Sherr & Co
Massachusetts
$1.61M -$12.7K -47 -0.9%
BGDI
1996
BW Gestao de Investimentos
Brazil
$1.61M – – –
SWA
1997
Stratos Wealth Advisors
Ohio
$1.6M -$66K -245 -4%
SFA
1998
Souders Financial Advisors
Ohio
$1.6M +$43.1K +160 +3%
DSAM
1999
Dock Street Asset Management
Florida
$1.59M -$12.4M -46,012 -89%
OFA
2000
Oak Family Advisors
Illinois
$1.59M +$7K +26 +0.5%
78 79
80
81 82