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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1976
Seelaus Asset Management
New Jersey
$2.72M +$2.69M +64,352 New
NWS
1977
Newport Wealth Strategies
California
$2.71M +$2.7M +64,664 New
WSC
1978
Wellington Shields & Co
New York
$2.71M +$21.6K +516 +0.8%
FWC
1979
First Washington Corp
Washington
$2.7M – – –
PAG
1980
Private Advisory Group
Washington
$2.7M -$85.6K -2,048 -3%
HCM
1981
Hilton Capital Management
New York
$2.69M -$502K -12,004 -16%
PAM
1982
Peninsula Asset Management
Florida
$2.69M -$38.9K -932 -1%
RA
1983
Rational Advisors
New York
$2.69M +$1.88M +45,052 +242%
UBG
1984
United Bank (Georgia)
Georgia
$2.69M -$111K -2,648 -4%
HH
1985
HWG Holdings
Texas
$2.69M -$1.77M -42,336 -40%
PM
1986
Precept Management
Texas
$2.69M – – –
HL
1987
HeadInvest LLC
Maine
$2.69M -$54.5K -1,304 -2%
OAMG
1988
Odey Asset Management Group
United Kingdom
$2.68M -$2.03M -48,624 -43%
OA
1989
Outfitter Advisors
Virginia
$2.68M +$80.2K +1,920 +3%
CCM
1990
Cribstone Capital Management
Maine
$2.67M -$511K -12,240 -16%
PI
1991
Pettee Investors
Connecticut
$2.65M +$33.4K +800 +1%
IWC
1992
Integrated Wealth Concepts
Massachusetts
$2.64M +$2.53M +60,568 New
PWS
1993
Peloton Wealth Strategists
Indiana
$2.64M -$176K -4,200 -6%
AWA
1994
AmeriServ Wealth Advisors
Pennsylvania
$2.63M +$2.56M +61,284 New
NWM
1995
Northwest Wealth Management
Iowa
$2.63M +$1.81M +43,216 +229%
TWA
1996
Tillar-Wenstrup Advisors
Ohio
$2.63M -$185K -4,420 -7%
PGA
1997
Portland Global Advisors
Maine
$2.63M +$78.9K +1,888 +3%
FAG
1998
Financial Advisory Group
Texas
$2.63M -$2.29M -54,764 -47%
CSM
1999
CAMG Solamere Management
North Carolina
$2.63M -$7.69K -184 -0.3%
JT
2000
Jump Trading
Illinois
$2.63M -$1.8M -43,124 -41%
78 79
80
81 82