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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1976
Stokes Capital Advisors
South Carolina
$19.9M +$232K +534 +1%
BBP
1977
Banco BTG Pactual
Brazil
$19.9M +$2.62M +6,030 +18%
RGC
1978
Roberts, Glore & Co
Illinois
$19.9M -$692K -1,594 -4%
TPI
1979
Trust Point Inc
Wisconsin
$19.8M +$1.43M +3,291 +9%
SFP
1980
Sandbox Financial Partners
Maryland
$19.8M -$33K -76 -0.2%
SA
1981
Sovran Advisors
California
$19.8M +$1.4M +3,221 +9%
RCYC
1982
Richard C. Young & Co
Rhode Island
$19.8M +$265K +611 +2%
SC
1983
Savoie Capital
Illinois
$19.8M +$217K +500 +1%
4WM
1984
44 Wealth Management
Oregon
$19.7M +$405K +933 +2%
WIS
1985
Wright Investors Service
Connecticut
$19.7M -$452K -1,040 -3%
SC
1986
Searle & Co
Connecticut
$19.7M +$141K +325 +0.8%
NL
1987
NVWM LLC
Pennsylvania
$19.7M +$343K +789 +2%
MCC
1988
Money Concepts Capital
Florida
$19.7M -$9.99K -23 -0.1%
KFA
1989
Kelleher Financial Advisors
New York
$19.6M +$679K +1,564 +4%
GAM
1990
Grandview Asset Management
Pennsylvania
$19.6M +$103K +237 +0.6%
AO
1991
Advisor OS
Illinois
$19.6M +$1.29M +2,967 +8%
BCM
1992
Barrier Capital Management
California
$19.6M +$17.1M +39,393 New
MC
1993
Montag & Caldwell
Georgia
$19.6M -$519K -1,194 -3%
IPW
1994
Inlet Private Wealth
Florida
$19.6M -$56.5K -130 -0.3%
WKWM
1995
Walter & Keenan Wealth Management
Indiana
$19.5M +$434K +1,000 +3%
GCM
1996
Gibraltar Capital Management
Oklahoma
$19.5M +$245K +565 +1%
HIP
1997
Harrell Investment Partners
Texas
$19.5M +$1.91M +4,405 +13%
NCGI
1998
Next Century Growth Investors
Minnesota
$19.5M +$3.34M +7,683 +24%
AI
1999
Accredited Investors
Minnesota
$19.5M +$721K +1,661 +4%
ME
2000
McIlrath & Eck
Washington
$19.5M -$28.1M -64,697 -62%
78 79
80
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