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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1976
Highland Private Wealth Management
Washington
$1.35M +$368K +12,988 +39%
VIA
1977
Vident Investment Advisory
Georgia
$1.32M +$583K +20,556 +82%
AR
1978
Advisory Research
Illinois
$1.31M +$283K +9,980 +28%
PAG
1979
Private Advisory Group
Washington
$1.31M +$1.29M +45,360 New
I
1980
IberiaBank
Louisiana
$1.31M +$80.7K +2,848 +7%
YMRC
1981
Yorktown Management & Research Company
Virginia
$1.3M +$987K +34,800 +348%
MCM
1982
Mork Capital Management
California
$1.3M – – –
HI
1983
Hudock Inc
Pennsylvania
$1.29M +$88.1K +3,108 +7%
EP
1984
Elkhorn Partners
Nebraska
$1.29M +$3.4K +120 +0.3%
AF
1985
Affiance Financial
Minnesota
$1.29M -$69.4K -2,448 -5%
FIM
1986
Fruth Investment Management
Texas
$1.29M +$13.9K +492 +1%
FM
1987
Forward Management
California
$1.29M +$166K +5,852 +15%
AEPG
1988
American Economic Planning Group
New Jersey
$1.29M +$432K +15,220 +52%
PRHC
1989
P.R. Herzig & Co
New York
$1.28M – – –
TPW
1990
Tiller Private Wealth
Pennsylvania
$1.27M -$5.1K -180 -0.4%
BBP
1991
Banco BTG Pactual
Brazil
$1.27M +$1.25M +44,000 New
SMG
1992
Spectrum Management Group
Indiana
$1.27M +$267K +9,412 +27%
ADBIC
1993
A.D. Beadell Investment Counsel
Wisconsin
$1.27M – – –
HDIM
1994
Hanson & Doremus Investment Management
Vermont
$1.27M -$9.3K -328 -0.7%
DRD
1995
Dennis R. Delaney
$1.26M +$19.3K +680 +2%
FAM
1996
Formidable Asset Management
Ohio
$1.26M +$225K +7,952 +2%
SG
1997
Somerset Group
Minnesota
$1.26M +$5.67K +200 +0.5%
HCIA
1998
Hochman Cole Investment Advisors
Illinois
$1.25M -$150K -5,280 -11%
TIM
1999
Tortoise Investment Management
New York
$1.25M +$20.2K +712 +2%
HI
2000
HBK Investments
Texas
$1.25M -$58.5M -2,062,000 -98%
78 79
80
81 82