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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1976
TCI Wealth Advisors
Arizona
$513K -$16.9K -95 -3%
IFAM
1977
Institutional & Family Asset Management
Colorado
$512K -$34.7K -195 -6%
CAN
1978
Claraphi Advisory Network
United States
$511K +$33.8K +190 +7%
PL
1979
Plancorp LLC
Missouri
$511K +$87.5K +491 +20%
KLI
1980
Kelman-Lazarov Inc
Tennessee
$506K -$57.7K -324 -10%
HIC
1981
Harvey Investment Company
Kentucky
$506K – – –
SAA
1982
Southeast Asset Advisors
Georgia
$505K +$17.1K +96 +3%
DIM
1983
DC Investments Management
Virginia
$504K -$58.2K -327 -10%
GCM
1984
Gladius Capital Management
Illinois
$504K +$291K +1,633 +126%
CAM
1985
CenterStar Asset Management
Illinois
$503K – – –
AIP
1986
Ahrens Investment Partners
Louisiana
$501K +$93.9K +527 +22%
JF
1987
JSF Financial
California
$500K -$98.9K -555 -16%
CVM
1988
Cheviot Value Management
California
$500K +$51.3K +288 +11%
DACG
1989
Donor Advised Charitable Giving
California
$499K – – –
WCM
1990
Weld Capital Management
New York
$496K -$2.13M -11,980 -81%
AMCA
1991
Arthur M. Cohen & Associates
Illinois
$495K +$107K +600 +26%
RP
1992
Rice Partnership
Hawaii
$492K -$22.8K -128 -4%
NERM
1993
New England Research & Management
Illinois
$492K – – –
HCP
1994
Holt Capital Partners
Texas
$491K – – –
KFA
1995
Krane Funds Advisors
New York
$491K +$482K +2,707 +1,829%
RW
1996
REDW Wealth
New Mexico
$489K -$29.4K -165 -5%
WOC
1997
West Oak Capital
California
$489K +$25.8K +145 +5%
PHAM
1998
Palisades Hudson Asset Management
Florida
$488K – – –
AIS
1999
American Investment Services
Massachusetts
$488K +$134K +751 +36%
LK
2000
Lumbard & Kellner
New Hampshire
$487K – – –
78 79
80
81 82