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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1976
Camelot Portfolios
Ohio
$2.82M -$688K -15,172 -20%
FPFS
1977
First Personal Financial Services
North Carolina
$2.82M -$610K -13,456 -18%
CIA
1978
CSat Investment Advisory
Michigan
$2.81M +$2.76M +60,780 New
HL
1979
HeadInvest LLC
Maine
$2.81M +$32.5K +716 +1%
CFD
1980
Creative Financial Designs
Indiana
$2.81M -$68.8K -1,516 -2%
FWC
1981
First Washington Corp
Washington
$2.81M – – –
NERM
1982
New England Research & Management
Illinois
$2.8M +$317K +7,000 +13%
IIM
1983
Intact Investment Management
Quebec, Canada
$2.8M – – –
APTFM
1984
AGUR Provident & Training Funds Management
Israel
$2.79M – – –
PI
1985
Pettee Investors
Connecticut
$2.79M -$132K -2,920 -5%
PW
1986
Price Wealth
Texas
$2.78M +$2.72M +60,076 New
DRD
1987
Dennis R. Delaney
$2.78M -$126K -2,780 -4%
WWMSC
1988
Wagner Wealth Management (South Carolina)
South Carolina
$2.77M +$5.99K +132 +0.2%
PCIA
1989
Prime Capital Investment Advisors
Kansas
$2.77M +$646K +14,240 +31%
HCM
1990
Hall Capital Management
Rhode Island
$2.77M -$11.8K -260 -0.4%
RW
1991
REDW Wealth
New Mexico
$2.76M +$33K +728 +1%
NONA
1992
Ninety One North America
New York
$2.76M +$504K +11,112 +23%
EWM
1993
Elmwood Wealth Management
California
$2.76M -$26.1K -576 -1%
NWS
1994
Newport Wealth Strategies
California
$2.75M -$422K -9,300 -14%
PAA
1995
Peregrine Asset Advisers
Oregon
$2.74M -$174K -3,828 -6%
PA
1996
Planning Alternatives
Michigan
$2.74M -$23.9K -528 -0.9%
OPA
1997
Old Port Advisors
Maine
$2.73M +$2.67M +58,920 New
DT
1998
Diversified Trust
Tennessee
$2.72M +$106K +2,344 +4%
HFA
1999
High Falls Advisors
New York
$2.72M +$907 +20 +0%
NPP
2000
New Potomac Partners
Maryland
$2.71M +$71.3K +1,572 +3%
78 79
80
81 82