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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1976
Doheny Asset Management
California
$17.3M +$103K +500 +0.6%
BRG
1977
Bay Rivers Group
Virginia
$17.3M -$383K -1,861 -2%
RFA
1978
Resurgent Financial Advisors
Georgia
$17.3M +$3.39M +16,488 +24%
CF
1979
Carlson Financial
Oregon
$17.3M -$254K -1,235 -1%
SCM
1980
Sirios Capital Management
Massachusetts
$17.3M +$9.24M +44,946 +109%
FG
1981
Fiduciary Group
Georgia
$17.2M +$50K +243 +0.3%
IB
1982
Iyo Bank
Japan
$17.2M +$4.05M +19,685 +30%
HBT
1983
Heartland Bank & Trust
Illinois
$17.1M -$252K -1,227 -1%
LPCM
1984
Lynwood Price Capital Management
Texas
$17.1M +$6.09M +29,625 +53%
AA
1985
ALPS Advisors
Colorado
$17.1M +$5.37M +26,108 +44%
XWM
1986
Xcel Wealth Management
Florida
$17.1M -$538K -2,617 -3%
DFA
1987
Delta Financial Advisors
Louisiana
$17.1M -$73.2K -356 -0.4%
PC
1988
Pelham Capital
United Kingdom
$17.1M +$17.6M +85,359 New
EWM
1989
Elevatus Welath Management
New York
$17.1M +$5.94M +28,872 +51%
MCCP
1990
Mission Creek Capital Partners
California
$17.1M -$1.62M -7,903 -8%
SWK
1991
Stephen W. Kidder
$17.1M -$131K -637 -0.7%
OC
1992
Oakworth Capital
Alabama
$17M -$31.3K -152 -0.2%
AGWCA
1993
Annis Gardner Whiting Capital Advisors
Florida
$17M +$973K +4,730 +6%
NL
1994
NVWM LLC
Pennsylvania
$17M +$44.8K +218 +0.3%
ADL
1995
Asset Dedication LLC
California
$17M -$1.49M -7,252 -8%
PP
1996
PDT Partners
New York
$17M – – –
SA
1997
Strategic Advisors
New York
$17M -$22M -107,141 -56%
NAS
1998
NWF Advisory Services
California
$16.9M -$428K -2,084 -2%
SC
1999
Shay Capital
New York
$16.9M -$38.1M -185,350 -69%
RIP
2000
Reliant Investment Partners
North Carolina
$16.9M -$52.6K -256 -0.3%
78 79
80
81 82