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Name Holding Trade Value Shares
Change 		Change in
Stake
KI
1976
Kapitalo Investimentos
Brazil
– -$214K -1,405 Closed
VDI
1977
Vaughan David Investments
Illinois
– -$213K -1,395 Closed
EP
1978
Edgestream Partners
New Jersey
– -$210K -1,375 Closed
NPT
1979
National Philanthropic Trust
Pennsylvania
– -$206K -1,350 Closed
PIA
1980
Perennial Investment Advisors
California
– -$138K -905 Closed
GWP
1981
Gen-Wealth Partners
Michigan
– -$114K -750 Closed
MAM
1982
Magellan Asset Management
Australia
– -$111K -725 Closed
IPW
1983
Impact Partnership Wealth
Georgia
– -$89.2K -585 Closed
IGWM
1984
ICA Group Wealth Management
Colorado
– -$88.4K -580 Closed
NCTC
1985
New Covenant Trust Company
Indiana
– -$71.7K -470 Closed
VL
1986
Vima LLC
Michigan
– -$42.8K -460 Closed
SOW
1987
State of Wyoming
Wyoming
– -$63.3K -415 Closed
MSE
1988
MUFG Securities EMEA
United Kingdom
– -$32.8K -215 Closed
EC
1989
EntryPoint Capital
New York
– -$30.5K -200 Closed
LF
1990
LifeSteps Financial
California
– -$22.9K -150 Closed
FFWM
1991
Future Financial Wealth Management
Ohio
– -$21.3K -140 Closed
SHIM
1992
Stone House Investment Management
Pennsylvania
– -$16K -105 Closed
KSWA
1993
Kathleen S. Wright Associates
Pennsylvania
– -$15.2K -100 Closed
NIC
1994
Northwest Investment Counselors
Oregon
– -$8.39K -55 Closed
PP
1995
Pacifica Partners
Canada
– -$7.74K -50 Closed
DMIC
1996
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$6.1K -40 Closed
FSWA
1997
Financial Synergies Wealth Advisors
Texas
– -$2.29K -15 Closed
MFG
1998
Mendota Financial Group
Wisconsin
– -$2.29K -15 Closed
FGAM
1999
Financial Gravity Asset Management
Texas
– -$1.52K -10 Closed
PCTC
2000
Perkins Coie Trust Company
Washington
– -$1.52K -10 Closed
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