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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1976
Manchester Capital Management
Vermont
$17.5M -$24.7K -58 -0.1%
AWA
1977
Artemis Wealth Advisors
New York
$17.5M +$3.84M +9,008 +28%
LOPW
1978
Live Oak Private Wealth
North Carolina
$17.5M -$1.19M -2,785 -6%
CPC
1979
Consolidated Planning Corp
Georgia
$17.5M +$2.37M +5,561 +15%
OL
1980
one8zero8 LLC
North Carolina
$17.5M +$17.7M +41,446 New
HCA
1981
Harbor Capital Advisors
Illinois
$17.5M -$346K -812 -2%
MCM
1982
Morton Capital Management
California
$17.5M -$150K -353 -0.8%
NCGI
1983
Next Century Growth Investors
Minnesota
$17.5M +$664K +1,560 +4%
MKA
1984
M. Kulyk & Associates
Georgia
$17.4M -$880K -2,066 -5%
FHWM
1985
Fox Hill Wealth Management
Massachusetts
$17.4M -$586K -1,375 -3%
SFP
1986
Sandbox Financial Partners
Maryland
$17.4M +$197K +462 +1%
CFS
1987
CRA Financial Services
New Jersey
$17.4M +$43K +101 +0.2%
GLR
1988
Great Lakes Retirement
Ohio
$17.4M -$4.26K -10 -0%
CPL
1989
Capital & Planning LLC
Georgia
$17.3M +$17.5M +41,086 New
KCPG
1990
Kavar Capital Partners Group
Kansas
$17.3M +$138K +325 +0.8%
LGWM
1991
Litman Gregory Wealth Management
California
$17.3M -$779K -1,830 -4%
QC
1992
Quent Capital
New York
$17.3M +$945K +2,219 +6%
EBSAM
1993
Eubel Brady & Suttman Asset Management
Ohio
$17.3M -$86K -202 -0.5%
LT
1994
Legacy Trust
Michigan
$17.2M +$268K +630 +2%
JHCP
1995
Jackson Hole Capital Partners
Oklahoma
$17.2M +$539K +1,265 +3%
CFP
1996
Catalyst Financial Partners
Massachusetts
$17.2M +$638K +1,497 +4%
TCM
1997
Thames Capital Management
New Jersey
$17.2M – – –
BE
1998
Bonness Enterprises
District of Columbia
$17.2M – – –
1C
1999
111 Capital
France
$17.2M +$17.4M +40,776 New
GCM
2000
GKV Capital Management
California
$17.2M +$17.4M +40,736 New
78 79
80
81 82