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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1976
PDS Planning
Ohio
$17.7M +$152K +360 +0.9%
HP
1977
Hosking Partners
United Kingdom
$17.7M -$1.88M -4,455 -10%
FWP
1978
FAS Wealth Partners
Kansas
$17.7M +$785K +1,858 +5%
OPTFSNA
1979
Old Point Trust & Financial Services N A
Virginia
$17.6M -$1.23M -2,916 -7%
MJP
1980
Michael J. Puzo
$17.6M -$212K -502 -1%
LGWM
1981
Litman Gregory Wealth Management
California
$17.6M -$222K -525 -1%
HH
1982
Hilltop Holdings
Texas
$17.6M +$227K +538 +1%
BA
1983
Birinyi Associates
Connecticut
$17.6M +$249K +590 +2%
OSNBOA
1984
Old Second National Bank of Aurora
Illinois
$17.6M -$136K -323 -0.8%
SC
1985
Savoie Capital
Illinois
$17.5M – – –
WEG
1986
World Equity Group
Illinois
$17.5M -$16.4M -38,938 -50%
CFM
1987
Coronation Fund Managers
South Africa
$17.5M -$18.2M -43,093 -52%
CPIM
1988
Coalescence Partners Investment Management
New York
$17.4M +$2.6M +6,147 +19%
RWA
1989
Roberts Wealth Advisors
California
$17.4M +$73.5K +174 +0.5%
FPFS
1990
First Personal Financial Services
North Carolina
$17.4M +$1.89M +4,466 +13%
CWP
1991
Concord Wealth Partners
Virginia
$17.4M +$601K +1,422 +4%
SS
1992
Sunbelt Securities
Texas
$17.4M -$639K -1,514 -4%
SC
1993
Searle & Co
Connecticut
$17.4M +$28.7K +68 +0.2%
MAWA
1994
Moss Adams Wealth Advisors
Washington
$17.4M +$1.34M +3,170 +9%
TL
1995
Tradewinds LLC
North Carolina
$17.3M +$16.4M +38,782 New
TCCM
1996
Timber Creek Capital Management
Massachusetts
$17.3M +$140K +332 +0.9%
PCR
1997
Potrero Capital Research
California
$17.3M – – –
CFP
1998
Catalyst Financial Partners
Massachusetts
$17.2M +$2.69M +6,359 +20%
MCM
1999
Mattern Capital Management
Colorado
$17.2M -$103K -244 -0.6%
TP
2000
Tranquility Partners
Tennessee
$17.2M -$4.65K -11 -0%
78 79
80
81 82