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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1976
Edgestream Partners
New Jersey
– -$210K -1,375 Closed
NPT
1977
National Philanthropic Trust
Pennsylvania
– -$206K -1,350 Closed
PIA
1978
Perennial Investment Advisors
California
– -$138K -905 Closed
GWP
1979
Gen-Wealth Partners
Michigan
– -$114K -750 Closed
MAM
1980
Magellan Asset Management
Australia
– -$111K -725 Closed
IPW
1981
Impact Partnership Wealth
Georgia
– -$89.2K -585 Closed
IGWM
1982
ICA Group Wealth Management
Colorado
– -$88.4K -580 Closed
NCTC
1983
New Covenant Trust Company
Indiana
– -$71.7K -470 Closed
VL
1984
Vima LLC
Michigan
– -$42.8K -460 Closed
SOW
1985
State of Wyoming
Wyoming
– -$63.3K -415 Closed
MSE
1986
MUFG Securities EMEA
United Kingdom
– -$32.8K -215 Closed
EC
1987
EntryPoint Capital
New York
– -$30.5K -200 Closed
LF
1988
LifeSteps Financial
California
– -$22.9K -150 Closed
FFWM
1989
Future Financial Wealth Management
Ohio
– -$21.3K -140 Closed
SHIM
1990
Stone House Investment Management
Pennsylvania
– -$16K -105 Closed
KSWA
1991
Kathleen S. Wright Associates
Pennsylvania
– -$15.2K -100 Closed
NIC
1992
Northwest Investment Counselors
Oregon
– -$8.39K -55 Closed
PP
1993
Pacifica Partners
Canada
– -$7.74K -50 Closed
DMIC
1994
Dixon Mitchell Investment Counsel
British Columbia, Canada
– -$6.1K -40 Closed
FSWA
1995
Financial Synergies Wealth Advisors
Texas
– -$2.29K -15 Closed
MFG
1996
Mendota Financial Group
Wisconsin
– -$2.29K -15 Closed
FGAM
1997
Financial Gravity Asset Management
Texas
– -$1.52K -10 Closed
PCTC
1998
Perkins Coie Trust Company
Washington
– -$1.52K -10 Closed
PSB
1999
Piscataqua Savings Bank
New Hampshire
– -$762 -5 Closed
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