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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1976
LRT Capital Management
Texas
– -$411K -4,821 Closed
SWA
1977
Stratos Wealth Advisors
Ohio
– -$396K -4,644 Closed
CRC
1978
Curi RMB Capital
Illinois
– -$391K -4,576 Closed
WC
1979
Waterloo Capital
Texas
– -$384K -4,501 Closed
BIP
1980
Blueprint Investment Partners
North Carolina
– -$375K -4,391 Closed
TCM
1981
Traynor Capital Management
Pennsylvania
– -$365K -4,275 Closed
IIA
1982
IPG Investment Advisors
California
– -$362K -4,244 Closed
TSW
1983
Three Seasons Wealth
Utah
– -$358K -4,192 Closed
CST
1984
Charles Schwab Trust
Nevada
– -$356K -4,167 Closed
AG
1985
AlTi Global
New York
– -$378K -4,150 Closed
VHAM
1986
Van Hulzen Asset Management
California
– -$353K -4,132 Closed
SFP
1987
Shepherd Financial Partners
Massachusetts
– -$348K -4,077 Closed
SAMC
1988
Spectrum Asset Management (California)
California
– -$343K -4,020 Closed
AGP
1989
Autumn Glory Partners
Texas
– -$341K -4,000 Closed
SVWAG
1990
Sound View Wealth Advisors Group
Georgia
– -$328K -3,844 Closed
WMWM
1991
Whitaker-Myers Wealth Managers
Ohio
– -$326K -3,816 Closed
CF
1992
Convergence Financial
Missouri
– -$318K -3,730 Closed
BBP
1993
Banco BTG Pactual
Brazil
– -$321K -3,724 Closed
CT
1994
Chicago Trust
Illinois
– -$315K -3,693 Closed
MCWA
1995
Meadow Creek Wealth Advisors
Georgia
– -$315K -3,686 Closed
MIM
1996
Morningstar Investment Management
Illinois
– -$313K -3,663 Closed
CPA
1997
Capital Performance Advisors
California
– -$301K -3,531 Closed
PAG
1998
Poinciana Advisors Group
Florida
– -$300K -3,511 Closed
WI
1999
Westbourne Investments
Virginia
– -$299K -3,500 Closed
TGAM
2000
TBH Global Asset Management
Tennessee
– -$298K -3,490 Closed
78 79
80
81 82