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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1976
Montecito Bank & Trust
California
$15.2M -$82.9K -205 -0.5%
DIM
1977
DLK Investment Management
California
$15.2M -$458K -1,133 -3%
EIP
1978
Easterly Investment Partners
Massachusetts
$15.2M +$7.6M +18,772 +86%
MA
1979
MSA Advisors
California
$15.2M +$827K +2,045 +5%
LA
1980
LM Advisors
California
$15.2M +$10.8M +26,676 +191%
RGC
1981
Roberts, Glore & Co
Illinois
$15.1M +$53K +131 +0.3%
BAM
1982
Brave Asset Management
New Jersey
$15.1M +$206K +508 +1%
GWP
1983
Gateway Wealth Partners
Wisconsin
$15.1M -$8.28M -20,474 -34%
RB
1984
Rodgers Brothers
Pennsylvania
$15.1M -$186K -460 -1%
SC
1985
Searle & Co
Connecticut
$15.1M +$68K +168 +0.4%
BFA
1986
Bill Few Associates
Pennsylvania
$15.1M +$72.8K +180 +0.4%
BHPW
1987
Beverly Hills Private Wealth
California
$15M -$3.51M -8,684 -18%
BFW
1988
Brady Family Wealth
Missouri
$15M +$61.9K +153 +0.4%
WAS
1989
WESPAC Advisors SoCal
California
$15M +$467K +1,154 +3%
WA
1990
WBH Advisory
Maryland
$15M -$170K -420 -1%
ISB
1991
Iowa State Bank
Iowa
$15M -$29.5K -73 -0.2%
KP
1992
Keel Point
Alabama
$15M +$62.7K +155 +0.4%
CAC
1993
Core Alternative Capital
Georgia
$15M -$1.18M -2,917 -7%
KHLMTHM
1994
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$15M +$16.2M +40,103 New
WCA
1995
Westover Capital Advisors
Delaware
$15M -$18.2K -45 -0.1%
DTC
1996
Davidson Trust Company
Washington
$14.9M +$9.31K +23 +0.1%
COLIM
1997
City of London Investment Management
United Kingdom
$14.9M -$166K -410 -1%
SIA
1998
Strategic Investment Advisors
Michigan
$14.9M -$561K -1,387 -3%
RFA
1999
Resurgent Financial Advisors
Georgia
$14.9M +$2.89M +7,131 +22%
LOPW
2000
Live Oak Private Wealth
North Carolina
$14.9M -$1.02M -2,531 -6%
78 79
80
81 82