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Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
1976
Alpha DNA Investment Management
Maryland
$1.92M -$2.5M -10,401 -55%
AWC
1977
Abundance Wealth Counselors
Pennsylvania
$1.92M -$32.9K -137 -2%
BMO
1978
Beck Mack & Oliver
New York
$1.91M +$147K +611 +8%
CWM
1979
Circle Wealth Management
New Jersey
$1.91M +$614K +2,554 +44%
SFM
1980
Systematic Financial Management
New Jersey
$1.91M – – –
FNT
1981
First Nebraska Trust
Nebraska
$1.91M -$25.2K -105 -1%
LTAS
1982
Linden Thomas Advisory Services
North Carolina
$1.89M +$967K +4,024 +96%
SCP
1983
Stamos Capital Partners
California
$1.89M -$88.9K -370 -4%
PHIMC
1984
Private Harbour Investment Management & Counsel
Ohio
$1.89M -$1.44K -6 -0.1%
RA
1985
Rational Advisors
New York
$1.88M +$189K +788 +11%
BLC
1986
Brown, Lisle/Cummings
Rhode Island
$1.87M +$27.6K +115 +1%
DAM
1987
Derbend Asset Management
Georgia
$1.87M -$42.5K -177 -2%
TP
1988
Tranquility Partners
Tennessee
$1.87M +$73.6K +306 +4%
VCM
1989
Virtue Capital Management
Tennessee
$1.87M – – –
MADR
1990
Milestones Administradora de Recursos
Brazil
$1.87M – – –
SWM
1991
Sculati Wealth Management
Michigan
$1.86M +$29.1K +121 +2%
HI
1992
Hoey Investments
Pennsylvania
$1.86M -$418K -1,741 -18%
SXL
1993
Summit X LLC
Missouri
$1.86M -$2.13M -8,842 -52%
WAM
1994
WealthTrust Asset Management
Florida
$1.85M -$14.4K -60 -0.7%
RMC
1995
Resources Management Corp
Connecticut
$1.85M -$65.6K -273 -3%
BWP
1996
Balboa Wealth Partners
Arizona
$1.85M -$90.9K -378 -4%
MFP
1997
Meridian Financial Partners
Virginia
$1.84M -$16.1K -67 -0.8%
VPI
1998
Value Partners Investments
Manitoba, Canada
$1.84M +$158K +657 +9%
SDWIA
1999
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.83M +$9.37K +39 +0.5%
BHCM
2000
Brevan Howard Capital Management
Jersey
$1.83M +$1.91M +7,942 New
78 79
80
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