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Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
1976
Mission Creek Capital Partners
California
$17.1M -$1.62M -7,903 -8%
SWK
1977
Stephen W. Kidder
$17.1M -$131K -637 -0.7%
OC
1978
Oakworth Capital
Alabama
$17M -$31.3K -152 -0.2%
AGWCA
1979
Annis Gardner Whiting Capital Advisors
Florida
$17M +$973K +4,730 +6%
NL
1980
NVWM LLC
Pennsylvania
$17M +$44.8K +218 +0.3%
ADL
1981
Asset Dedication LLC
California
$17M -$1.49M -7,252 -8%
PP
1982
PDT Partners
New York
$17M – – –
SA
1983
Strategic Advisors
New York
$17M -$22M -107,141 -56%
NAS
1984
NWF Advisory Services
California
$16.9M -$428K -2,084 -2%
SC
1985
Shay Capital
New York
$16.9M -$38.1M -185,350 -69%
RIP
1986
Reliant Investment Partners
North Carolina
$16.9M -$52.6K -256 -0.3%
ICP
1987
Impact Capital Partners
Colorado
$16.9M +$159K +773 +0.9%
TWP
1988
Tyche Wealth Partners
Texas
$16.9M -$30.6K -149 -0.2%
SEIA
1989
Signature Estate & Investment Advisors
California
$16.9M -$1.23M -5,981 -7%
JCM
1990
Jacobi Capital Management
Pennsylvania
$16.9M -$154K -749 -0.9%
NAG
1991
Northstar Advisory Group
New Jersey
$16.9M -$3.12M -15,162 -15%
BHWM
1992
Bar Harbor Wealth Management
New Hampshire
$16.9M -$50.4K -245 -0.3%
MFG
1993
Menard Financial Group
Texas
$16.8M +$209K +1,015 +1%
CWM
1994
Connecticut Wealth Management
Connecticut
$16.8M -$1.07M -5,223 -6%
MBTD
1995
Mechanics Bank - Trust Department
California
$16.8M +$829K +4,033 +5%
UI
1996
Untitled Investments
New York
$16.8M -$5.08M -24,705 -23%
RWM
1997
RKL Wealth Management
Pennsylvania
$16.8M -$755K -3,670 -4%
MAWCM
1998
Mine & Arao Wealth Creation & Management
California
$16.8M +$200K +973 +1%
KB
1999
Kimelman & Baird
New York
$16.8M -$36K -175 -0.2%
APWM
2000
Argonautica Private Wealth Management
Massachusetts
$16.8M -$244K -1,188 -1%
78 79
80
81 82