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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1976
Tarbox Family Office
California
$1.07M – – –
HHGA
1977
Halbert Hargrove Global Advisors
California
$1.07M +$137K +4,536 +15%
BWA
1978
Burt Wealth Advisors
Maryland
$1.06M +$74.2K +2,456 +7%
MAA
1979
Mraz Amerine & Associates
California
$1.06M +$4.23K +140 +0.4%
KSA
1980
Ken Stern & Associates
California
$1.05M -$41.2K -1,364 -4%
SHWM
1981
Smith & Howard Wealth Management
Georgia
$1.05M +$116K +3,840 +13%
MGAM
1982
McGowan Group Asset Management
Texas
$1.05M -$15.6K -516 -2%
GCM
1983
Glynn Capital Management
California
$1.04M – – –
SIM
1984
Spark Investment Management
New York
$1.04M +$1.01M +33,600 New
RT
1985
Rockland Trust
Massachusetts
$1.04M +$13.6K +452 +1%
AWM
1986
Avior Wealth Management
Nebraska
$1.04M +$31.6K +1,048 +3%
SFWA
1987
Summit Financial Wealth Advisors
Louisiana
$1.04M +$261K +8,660 +36%
FMC
1988
First Merchants Corp
Indiana
$1.03M +$150K +4,960 +18%
GI
1989
Glovista Investments
New Jersey
$1.03M +$126K +4,160 +14%
PRS
1990
Pinkerton Retirement Specialists
Idaho
$1.02M -$13.1M -432,316 -93%
SMC
1991
Smith, Moore & Co
Missouri
$1.02M -$2.05K -68 -0.2%
RAM
1992
Redmond Asset Management
Virginia
$1.01M – – –
MGIA
1993
Moneta Group Investment Advisors
Missouri
$1.01M +$121K +4,000 +14%
NP
1994
NorthRock Partners
Minnesota
$1.01M -$22.7K -752 -2%
PP
1995
Peconic Partners
New York
$1M – – –
IT
1996
Investors Trust
Texas
$999K – – –
FCCM
1997
First City Capital Management
Georgia
$998K +$429K +14,192 +79%
GAM
1998
Gemmer Asset Management
California
$994K +$20.2K +668 +2%
HTI
1999
Hikari Tsushin Inc
Japan
$992K -$416K -13,780 -30%
VFP
2000
Verus Financial Partners
Virginia
$991K +$6.76K +224 +0.7%
78 79
80
81 82