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Name Holding Trade Value Shares
Change 		Change in
Stake
MPPW
1976
Mitchell & Pahl Private Wealth
Oklahoma
$1.38M +$1.29M +6,293 New
MWM
1977
Modera Wealth Management
New Jersey
$1.37M +$1.05M +5,150 +464%
LB
1978
Legacy Bridge
Iowa
$1.37M +$64.5K +315 +5%
MG
1979
Mather Group
Illinois
$1.36M +$117K +573 +10%
MC
1980
Maverick Capital
Texas
$1.36M -$104K -510 -8%
EW
1981
Evoke Wealth
California
$1.36M +$238K +1,165 +23%
PIM
1982
Profit Investment Management
Maryland
$1.36M -$1.79M -8,754 -58%
SWA
1983
Sutton Wealth Advisors
Florida
$1.35M +$12.3K +60 +1%
BCM
1984
Blume Capital Management
California
$1.35M -$3.07K -15 -0.2%
CA
1985
Cambridge Advisors
Nebraska
$1.34M -$20.3K -99 -2%
BHTS
1986
Bar Harbor Trust Services
Maine
$1.34M +$69.2K +338 +6%
TC
1987
Trust Company
Kansas
$1.33M -$36.6K -179 -3%
QCM
1988
Quest Capital Management
Texas
$1.33M -$120K -585 -9%
EH
1989
Employers Holdings
Nevada
$1.33M – – –
AIC
1990
Ameritas Investment Company
Nebraska
$1.33M +$331K +1,618 +36%
CT
1991
Columbia Trust
Oregon
$1.32M +$1.24M +6,062 New
MMPW
1992
Mitchell McLeod Pugh & Williams
Alabama
$1.32M +$31.7K +155 +3%
VBCG
1993
Valley Brook Capital Group
Pennsylvania
$1.32M +$1.23M +6,033 New
SAM
1994
Summit Asset Management
Tennessee
$1.31M +$22.3K +109 +2%
AFM
1995
Anson Funds Management
Texas
$1.31M +$1.23M +6,000 New
EGVF
1996
ESA Global Value Fund
Cayman Islands
$1.31M +$1.23M +6,000 New
BP
1997
BBR Partners
New York
$1.31M -$280K -1,366 -19%
MWM
1998
Mission Wealth Management
California
$1.3M +$99K +484 +9%
IF
1999
Intrua Financial
Texas
$1.3M +$216K +1,056 +22%
MFG
2000
Magnus Financial Group
New York
$1.3M -$47.7K -233 -4%
78 79
80
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