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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1976
Nelson Capital Management
California
$1.05M +$27.5K +400 +3%
WA
1977
WealthTrust-Arizona
Arizona
$1.04M -$31.9K -465 -3%
CA
1978
Capital Advantage
California
$1.04M -$120K -1,752 -10%
PHAM
1979
Palisades Hudson Asset Management
Florida
$1.03M +$8.99K +131 +0.9%
RW
1980
REDW Wealth
New Mexico
$1.03M -$17.9K -261 -2%
MFS
1981
Madrona Financial Services
Washington
$1.03M +$26.4K +384 +3%
IPC
1982
Independent Portfolio Consultants
Florida
$1.03M +$24.8K +361 +2%
PCA
1983
Private Capital Advisors
Connecticut
$1.03M – – –
BI
1984
Bramshill Investments
Florida
$1.03M +$1.02M +14,884 New
OIA
1985
OneDigital Investment Advisors
Kansas
$1.02M +$1.01M +14,735 New
PI
1986
PHH Investments
Texas
$1.01M -$77.2K -1,125 -7%
SXL
1987
Summit X LLC
Missouri
$1.01M +$1.01M +14,726 New
MC
1988
Matisse Capital
Oregon
$1.01M +$69 +1 +0%
FIM
1989
Friedberg Investment Management
Texas
$1.01M +$1M +14,630 New
HA
1990
Halsey Associates
Connecticut
$1.01M +$30.9K +450 +3%
MCM
1991
Manchester Capital Management
Vermont
$1M – – –
WP
1992
WealthSource Partners
California
$996K +$110K +1,606 +13%
LWM
1993
Lenox Wealth Management
Ohio
$996K +$279K +4,070 +39%
TAM
1994
Todd Asset Management
Kentucky
$990K -$80.5K -1,173 -8%
PI
1995
Pettee Investors
Connecticut
$987K – – –
CFA
1996
Cahill Financial Advisors
Minnesota
$985K -$892 -13 -0.1%
VNA
1997
VNBTrust National Association
Virginia
$971K – – –
BA
1998
Bristol Advisors
Pennsylvania
$965K +$961K +14,000 New
LGC
1999
Laurel Grove Capital
California
$961K +$24K +350 +3%
SWA
2000
SFMG Wealth Advisors
Texas
$958K +$114K +1,664 +14%
78 79
80
81 82