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Name Holding Trade Value Shares
Change 		Change in
Stake
ES
1976
Eagle Strategies
New York
$12.3M +$214K +1,704 +2%
MWA
1977
Moser Wealth Advisors
Washington
$12.2M -$453K -3,597 -4%
BC
1978
Barrett & Company
Rhode Island
$12.2M -$2.53M -20,086 -21%
GP
1979
Geneva Partners
Wisconsin
$12.2M -$5.19M -41,249 -35%
MW
1980
MBL Wealth
North Carolina
$12.2M -$37.5K -298 -0.4%
PWP
1981
Pursue Wealth Partners
California
$12.2M +$217K +1,725 +2%
NC
1982
NewSquare Capital
Pennsylvania
$12.2M +$885K +7,036 +10%
UB
1983
Umpqua Bank
Oregon
$12.2M -$131K -1,037 -1%
BIP
1984
Bouvel Investment Partners
Pennsylvania
$12.2M +$303K +2,408 +3%
BCMLT
1985
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.2M +$226K +1,797 +2%
SBWIC
1986
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.2M -$309K -2,453 -3%
WA
1987
Wambolt & Associates
Colorado
$12.1M -$990K -7,866 -9%
NB
1988
Nicolet Bankshares
Wisconsin
$12.1M +$81.5K +648 +0.9%
EAM
1989
Evanson Asset Management
California
$12.1M +$398K +3,165 +4%
PCA
1990
Providence Capital Advisors
North Carolina
$12.1M +$181K +1,437 +2%
FIM
1991
FWL Investment Management
Texas
$12.1M +$371K +2,948 +4%
ST
1992
Spinnaker Trust
Maine
$12.1M +$168K +1,332 +2%
PJSIMP
1993
P.J. Schmidt Investment Management (PJS)
Wisconsin
$12.1M +$2.85M +22,663 +42%
VFG
1994
Victory Financial Group
Texas
$12.1M +$1.29M +10,268 +16%
PFWA
1995
Paces Ferry Wealth Advisors
Georgia
$12.1M -$210K -1,668 -2%
RMC
1996
Resources Management Corp
Connecticut
$12.1M +$37.9K +301 +0.4%
PE
1997
Point72 Europe
United Kingdom
$12.1M -$856K -6,800 -8%
SOW
1998
State of Wyoming
Wyoming
$12.1M +$91.4K +726 +1%
IIM
1999
Ipswich Investment Management
Massachusetts
$12.1M -$179K -1,421 -2%
MBTD
2000
Mechanics Bank - Trust Department
California
$12M -$1.64M -13,006 -15%
78 79
80
81 82