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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1976
AIMZ Investment Advisors
California
$12.2M +$87.9K +271 +0.8%
PHS
1977
Pekin Hardy Strauss
Illinois
$12.2M -$61.6K -190 -0.5%
GAG
1978
GM Advisory Group
New York
$12.2M -$12K -37 -0.1%
PCR
1979
Potrero Capital Research
California
$12.2M – – –
JWM
1980
Jupiter Wealth Management
Colorado
$12.2M -$405K -1,250 -3%
JCM
1981
Jacobi Capital Management
Pennsylvania
$12.2M +$229K +707 +2%
STA
1982
Summit Trail Advisors
New York
$12.1M +$1.79M +5,507 +18%
SCA
1983
Stokes Capital Advisors
South Carolina
$12.1M -$345K -1,065 -3%
WPC
1984
White Pine Capital
Minnesota
$12.1M -$207K -637 -2%
MCM
1985
Mattern Capital Management
Colorado
$12.1M -$1.3M -4,015 -10%
BDS
1986
Banco de Sabadell
Florida
$12.1M +$5.03M +15,517 +76%
SF
1987
Symphony Financial
Texas
$12.1M +$1.83M +5,644 +19%
GA
1988
GraniteShares Advisors
New York
$12.1M +$11.6M +35,874 New
MKA
1989
M. Kulyk & Associates
Georgia
$12.1M +$1.31M +4,047 +13%
TPA
1990
Trivium Point Advisory
Connecticut
$12M +$146K +450 +1%
IIM
1991
Intact Investment Management
Quebec, Canada
$12M -$908K -2,800 -7%
MMPW
1992
Mitchell McLeod Pugh & Williams
Alabama
$12M -$2.27K -7 -0%
TP
1993
Tranquility Partners
Tennessee
$12M -$27.2K -84 -0.2%
EBT
1994
Enterprise Bank & Trust
Massachusetts
$12M -$293K -905 -2%
FMI
1995
F/M Investments
District of Columbia
$12M -$782K -2,411 -6%
AC
1996
Apella Capital
Connecticut
$12M +$653K +2,014 +6%
SFG
1997
Summit Financial Group
West Virginia
$12M -$341K -1,052 -3%
CAG
1998
Csenge Advisory Group
Florida
$12M -$727K -2,243 -5%
PTP
1999
Platform Technology Partners
New York
$12M -$98.6K -304 -0.8%
PA
2000
Procyon Advisors
Connecticut
$12M +$875K +2,699 +8%
78 79
80
81 82