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Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
1976
ETF Managers Group
New Jersey
$506K +$19K +68 +4%
WC
1977
Whitney & Co
New York
$505K +$12.6K +45 +2%
MIH
1978
Meitav Investment House
Israel
$501K -$71.2K -255 -12%
OFG
1979
Oxford Financial Group
Indiana
$501K -$43.6K -156 -8%
CCM
1980
Carlson Capital Management
Minnesota
$501K +$131K +468 +33%
HTC
1981
Haverford Trust Company
Pennsylvania
$500K -$60.9K -218 -10%
LFG
1982
Lazard Frères Gestion
France
$500K – – –
KA
1983
Klingman & Associates
New York
$499K +$83.5K +299 +19%
ML
1984
Mayport LLC
Massachusetts
$498K +$7.54K +27 +1%
JMF
1985
Johnson Midwest Financial
Iowa
$498K +$62K +222 +13%
EWM
1986
EPG Wealth Management
Georgia
$497K -$2.51K -9 -0.5%
AIP
1987
ARS Investment Partners
New York
$497K +$524K +1,875 New
HIG
1988
Heritage Investment Group
Florida
$497K +$524K +1,875 New
AIP
1989
Ahrens Investment Partners
Louisiana
$496K -$707K -2,531 -58%
CWM
1990
Castle Wealth Management
Florida
$495K +$10.9K +39 +2%
HIC
1991
Holderness Investments Company
North Carolina
$495K +$58.1K +208 +13%
OFA
1992
Oak Family Advisors
Illinois
$494K -$232K -830 -31%
LHEI
1993
Leo H. Evart Inc
California
$493K -$121K -435 -19%
EA
1994
Eudaimonia Advisors
Tennessee
$493K -$23.7K -85 -4%
NEWAS
1995
N.E.W. Advisory Services
Wisconsin
$493K – – –
KWA
1996
Kellett Wealth Advisors
Ohio
$491K +$4.19K +15 +0.7%
EA
1997
Echo45 Advisors
California
$491K +$75.1K +269 +17%
SWIG
1998
Strategic Wealth Investment Group
Kentucky
$490K -$119K -425 -19%
GC
1999
Gilbert & Cook
Iowa
$490K +$10.6K +38 +2%
RTC
2000
Riverview Trust Company
Washington
$490K +$178K +637 +53%
78 79
80
81 82