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Name Holding Trade Value Shares
Change 		Change in
Stake
NPA
1976
Nichols & Pratt Advisers
Massachusetts
$1.64M -$38.9K -180 -2%
PSB
1977
Piscataqua Savings Bank
New Hampshire
$1.63M -$58.6K -271 -4%
BMO
1978
Beck Mack & Oliver
New York
$1.63M -$10.8K -50 -0.7%
DIP
1979
DT Investment Partners
Pennsylvania
$1.63M +$576K +2,661 +57%
AW
1980
Alaethes Wealth
Nevada
$1.62M +$43K +199 +3%
HVM
1981
Harvest Volatility Management
Connecticut
$1.62M +$1.58M +7,286 +242,867%
SPWM
1982
Schrum Private Wealth Management
Florida
$1.61M – – –
TW
1983
TrinityPoint Wealth
Connecticut
$1.61M -$397K -1,836 -20%
BAS
1984
Brown Advisory Securities
Maryland
$1.61M -$365K -1,687 -19%
KPCM
1985
Kings Point Capital Management
New York
$1.61M -$649 -3 -0%
CP
1986
Castleview Partners
Texas
$1.6M +$1.56M +7,220 New
XF
1987
XML Financial
Maryland
$1.6M -$2.81K -13 -0.2%
TWI
1988
Thomas White International
Illinois
$1.6M – – –
LC
1989
Lindbrook Capital
California
$1.6M -$69.2K -320 -4%
STA
1990
Summit Trail Advisors
New York
$1.6M +$226K +1,046 +17%
OCM
1991
Orion Capital Management
California
$1.59M +$59.7K +276 +4%
AA
1992
Argent Advisors
Louisiana
$1.59M +$29K +134 +2%
GL
1993
Graypoint LLC
New York
$1.59M +$259K +1,197 +20%
BHTS
1994
Bar Harbor Trust Services
Maine
$1.59M -$12.5K -58 -0.8%
PIA
1995
Pinion Investment Advisors
Kansas
$1.58M +$95.8K +443 +7%
SDWIA
1996
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.57M +$29.2K +135 +2%
IP
1997
Investment Partners
Ohio
$1.57M -$240K -1,111 -14%
PFGIA
1998
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M -$151K -696 -9%
RB
1999
Renasant Bank
Mississippi
$1.57M -$312K -1,441 -17%
JIC
2000
Joel Isaacson & Co
New York
$1.56M +$35.7K +165 +2%
78 79
80
81 82