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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1976
IMA Advisory Services
Colorado
$1.78M -$261K -7,068 -13%
MWM
1977
Merriman Wealth Management
Washington
$1.78M +$31.6K +856 +2%
AF
1978
Affiance Financial
Minnesota
$1.77M +$125K +3,384 +7%
PC
1979
Paulson & Co
New York
$1.77M +$1.82M +49,200 New
WCM
1980
Wunderlich Capital Managemnt
Tennessee
$1.77M -$23.5K -636 -1%
NIT
1981
NumerixS Investment Technologies
British Columbia, Canada
$1.77M +$1.81M +49,040 New
SIM
1982
SSI Investment Management
California
$1.76M -$19.5K -528 -1%
ADL
1983
Asset Dedication LLC
California
$1.76M -$135K -3,640 -7%
KFP
1984
Keystone Financial Planning
Ohio
$1.75M +$1.03K +28 +0.1%
SH
1985
Svenska Handelsbanken
Sweden
$1.74M -$266K -7,200 -13%
KSA
1986
Ken Stern & Associates
California
$1.74M -$10.5K -284 -0.6%
CHP
1987
Cable Hill Partners
Oregon
$1.74M -$130K -3,512 -7%
FIM
1988
Fernwood Investment Management
Massachusetts
$1.73M -$96.1K -2,600 -5%
OFW
1989
Omnia Family Wealth
Florida
$1.73M +$186K +5,044 +12%
PBO
1990
Peoples Bank (Ohio)
Ohio
$1.72M +$16.1K +436 +0.9%
OFS
1991
Orrstown Financial Services
Pennsylvania
$1.72M -$806K -21,788 -31%
MWM
1992
Mascoma Wealth Management
New Hampshire
$1.71M +$86.8K +2,348 +5%
MC
1993
Maverick Capital
Texas
$1.71M +$1.04M +28,080 +144%
SNBOSD
1994
Security National Bank of So Dak
Iowa
$1.7M -$23.8K -644 -1%
KLI
1995
Kelman-Lazarov Inc
Tennessee
$1.7M +$69.9K +1,892 +4%
GLI
1996
Guardian Life Insurance
New York
$1.7M -$1.25M -33,892 -42%
RCM
1997
Radnor Capital Management
Pennsylvania
$1.7M – – –
HPWM
1998
Highland Private Wealth Management
Washington
$1.7M +$94.3K +2,552 +6%
CWA
1999
Cypress Wealth Advisors
California
$1.69M -$3.07M -83,008 -64%
SMC
2000
S. Muoio & Co
New York
$1.69M – – –
78 79
80
81 82