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Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1976
Retirement Solution
Washington
$17M +$4.2M +9,827 +33%
MJP
1977
Michael J. Puzo
$17M +$13.7K +32 +0.1%
TL
1978
Tradewinds LLC
North Carolina
$17M +$284K +665 +2%
GLCM
1979
Greenlea Lane Capital Management
Connecticut
$16.9M -$21.3M -49,815 -56%
CFP
1980
Catalyst Financial Partners
Massachusetts
$16.9M +$342K +801 +2%
NG
1981
NatWest Group
United Kingdom
$16.9M -$2.48M -5,804 -13%
HWMO
1982
Heritage Wealth Management (Ohio)
Ohio
$16.9M -$467K -1,093 -3%
SC
1983
Savoie Capital
Illinois
$16.9M – – –
TCCM
1984
Timber Creek Capital Management
Massachusetts
$16.8M +$154K +361 +0.9%
OAG
1985
Orbis Allan Gray
Bermuda
$16.8M -$9.11M -21,316 -35%
CW
1986
CIC Wealth
Maryland
$16.8M -$340K -796 -2%
AWA
1987
Arete Wealth Advisors
Illinois
$16.8M +$16.7M +39,170 New
CCAM
1988
Codex Capital Asset Management
Texas
$16.8M – – –
OSNBOA
1989
Old Second National Bank of Aurora
Illinois
$16.8M -$148K -347 -0.9%
BHB
1990
Bank Hapoalim BM
Israel
$16.7M -$365K -853 -2%
AWE
1991
Avidian Wealth Enterprises
Texas
$16.7M +$334K +782 +2%
SAM
1992
Shikiar Asset Management
New York
$16.7M -$421K -984 -2%
AO
1993
Advisor OS
Illinois
$16.7M +$419K +980 +3%
QC
1994
Quent Capital
New York
$16.7M +$987K +2,309 +6%
BMWM
1995
Brown Miller Wealth Management
Virginia
$16.7M +$278K +650 +2%
PCR
1996
Potrero Capital Research
California
$16.7M – – –
NB
1997
Northwest Bancshares
Pennsylvania
$16.6M -$1.46M -3,409 -8%
ACM
1998
Aljian Capital Management
Nevada
$16.6M +$10.3M +24,156 +167%
LFG
1999
Larson Financial Group
Missouri
$16.6M +$3.01M +7,047 +22%
MCM
2000
Mattern Capital Management
Colorado
$16.6M +$23.1K +54 +0.1%
78 79
80
81 82