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Name Holding Trade Value Shares
Change 		Change in
Stake
IMF
1976
Infini Master Fund
Hong Kong
$621K +$623K +30,000 New
BAM
1977
Beaumont Asset Management
Texas
$619K +$2.28K +110 +0.4%
GA
1978
Gateway Advisory
New Jersey
$619K +$620K +29,880 New
AP
1979
Adero Partners
California
$617K +$39.5K +1,900 +7%
FIM
1980
Freedom Investment Management
Connecticut
$614K -$1.6M -76,960 -72%
BIA
1981
Bigelow Investment Advisors
Maine
$613K -$70.4K -3,390 -10%
FBFS
1982
First Business Financial Services
Wisconsin
$612K – – –
MWM
1983
Madison Wealth Management
Ohio
$610K -$18.7K -900 -3%
G
1984
GenTrust
Florida
$609K +$103K +4,960 +20%
RS
1985
Retirement Solution
Washington
$608K -$18.1K -870 -3%
SFO
1986
Stokes Family Office
Louisiana
$608K +$33K +1,590 +6%
CPW
1987
Catalyst Private Wealth
California
$607K – – –
AA
1988
Advisory Alpha
Michigan
$606K +$354K +17,050 +140%
VBCG
1989
Valley Brook Capital Group
Pennsylvania
$604K -$5.19K -250 -0.8%
SAM
1990
Sompo Asset Management
Japan
$604K – – –
RMDI
1991
R.M. Davis Inc
Maine
$602K +$38.2K +1,840 +7%
NSIM
1992
North Star Investment Management
Illinois
$600K -$16K -770 -3%
CPC
1993
Congress Park Capital
New York
$599K +$27K +1,300 +5%
HFP
1994
Holistic Financial Partners
Indiana
$598K -$64.8K -3,120 -10%
CA
1995
Claro Advisors
Massachusetts
$598K +$69.8K +3,360 +13%
BOS
1996
Bingham Osborn & Scarborough
California
$598K +$70.8K +3,410 +13%
RWM
1997
RKL Wealth Management
Pennsylvania
$597K +$11.8K +570 +2%
OBWG
1998
Onyx Bridge Wealth Group
New York
$596K +$129K +6,190 +30%
FWM
1999
Fairhaven Wealth Management
Illinois
$594K – – –
CI
2000
CX Institutional
Indiana
$593K -$2.69M -129,620 -82%
78 79
80
81 82