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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1976
IPG Investment Advisors
California
– -$362K -4,244 Closed
HCA
1977
Heck Capital Advisors
Wisconsin
– -$360K -4,221 Closed
TSW
1978
Three Seasons Wealth
Utah
– -$358K -4,192 Closed
CST
1979
Charles Schwab Trust
Nevada
– -$356K -4,167 Closed
AG
1980
AlTi Global
New York
– -$378K -4,150 Closed
VHAM
1981
Van Hulzen Asset Management
California
– -$353K -4,132 Closed
SFP
1982
Shepherd Financial Partners
Massachusetts
– -$348K -4,077 Closed
SAMC
1983
Spectrum Asset Management (California)
California
– -$343K -4,020 Closed
AGP
1984
Autumn Glory Partners
Texas
– -$341K -4,000 Closed
SVWAG
1985
Sound View Wealth Advisors Group
Georgia
– -$328K -3,844 Closed
WMWM
1986
Whitaker-Myers Wealth Managers
Ohio
– -$326K -3,816 Closed
CF
1987
Convergence Financial
Missouri
– -$318K -3,730 Closed
BBP
1988
Banco BTG Pactual
Brazil
– -$321K -3,724 Closed
CT
1989
Chicago Trust
Illinois
– -$315K -3,693 Closed
MCWA
1990
Meadow Creek Wealth Advisors
Georgia
– -$315K -3,686 Closed
MIM
1991
Morningstar Investment Management
Illinois
– -$313K -3,663 Closed
CPA
1992
Capital Performance Advisors
California
– -$301K -3,531 Closed
PAG
1993
Poinciana Advisors Group
Florida
– -$300K -3,511 Closed
WI
1994
Westbourne Investments
Virginia
– -$299K -3,500 Closed
TGAM
1995
TBH Global Asset Management
Tennessee
– -$298K -3,490 Closed
WFI
1996
West Family Investments
California
– -$295K -3,451 Closed
IFU
1997
iSAM Funds (UK)
United Kingdom
– -$292K -3,422 Closed
TSS
1998
Two Sigma Securities
New York
– -$288K -3,379 Closed
GF
1999
Gries Financial
Ohio
– -$284K -3,325 Closed
LBWM
2000
Left Brain Wealth Management
Illinois
– -$283K -3,311 Closed
78 79
80
81 82