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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1976
Leisure Capital Management
California
$2.99M -$47.1K -972 -1%
UCMOK
1977
United Capital Management of KS
Kansas
$2.99M +$252K +5,192 +7%
SDAM
1978
Shulman DeMeo Asset Management
New York
$2.99M +$3.68M +75,864 New
CFA
1979
Cahill Financial Advisors
Minnesota
$2.99M -$383K -7,904 -9%
BHBT
1980
Burke & Herbert Bank & Trust
Virginia
$2.99M +$31.4K +648 +0.9%
BIA
1981
Bigelow Investment Advisors
Maine
$2.99M -$25.2K -520 -0.7%
TWM
1982
Titus Wealth Management
California
$2.99M +$96.8K +1,996 +3%
KFA
1983
Kays Financial Advisory
Georgia
$2.99M +$355K +7,328 +11%
BA
1984
Baugh & Associates
Georgia
$2.99M +$57K +1,176 +2%
TFA
1985
Toth Financial Advisory
Virginia
$2.98M +$83.4K +1,720 +2%
MWM
1986
Modera Wealth Management
New Jersey
$2.98M -$310K -6,404 -8%
EF
1987
Exeter Financial
Arizona
$2.98M +$1.01M +20,900 +38%
WA1
1988
Wimmer Associates 1
California
$2.97M -$27K -556 -0.7%
SAM
1989
Security Asset Management
New York
$2.97M +$1.07M +21,988 +41%
BFO
1990
Biltmore Family Office
North Carolina
$2.96M +$363K +7,492 +11%
JA
1991
JVL Associates
Michigan
$2.96M – – –
JCM
1992
Jag Capital Management
Missouri
$2.94M -$73.5K -1,516 -2%
PCA
1993
Providence Capital Advisors
North Carolina
$2.94M +$39K +804 +1%
CCM
1994
Cribstone Capital Management
Maine
$2.93M +$153K +3,152 +4%
RBFC
1995
Roman Butler Fullerton & Co
Missouri
$2.92M +$3.68M +75,956 New
PCM
1996
Palouse Capital Management
Washington
$2.92M +$964K +19,892 +37%
WCM
1997
WealthBridge Capital Management
Ohio
$2.92M +$3.58M +73,924 New
ERIM
1998
Eagle Ridge Investment Management
Connecticut
$2.91M -$270K -5,572 -7%
MIM
1999
Montgomery Investment Management
Maryland
$2.9M -$136K -2,800 -4%
FTI
2000
Fiduciary Trust International
Massachusetts
$2.9M -$791K -16,324 -18%
78 79
80
81 82