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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1976
Private Advisory Group
Washington
$3.4M – – –
FNC
1977
First National Corp
Massachusetts
$3.4M +$74.1K +1,748 +3%
BFC
1978
Bedel Financial Consulting
Indiana
$3.4M +$88.7K +2,092 +3%
CBA
1979
Coastal Bridge Advisors
Connecticut
$3.4M -$472K -11,128 -13%
FNB
1980
Farmers National Bank
Kentucky
$3.4M +$3.03M +71,496 New
NSB
1981
Norway Savings Bank
Maine
$3.39M +$5.94K +140 +0.2%
FDCC
1982
Foster Dykema Cabot & Co
Massachusetts
$3.38M +$35.8K +844 +1%
SG
1983
StoneX Group
New York
$3.36M -$81.6K -1,924 -3%
SAM
1984
Seelaus Asset Management
New Jersey
$3.36M -$50.2K -1,184 -2%
AFC
1985
AFT Forsyth & Company
Florida
$3.36M -$113K -2,660 -4%
TCM
1986
Tradewinds Capital Management
Washington
$3.36M +$53.6K +1,264 +2%
HI
1987
Horizon Investments
North Carolina
$3.35M +$3.01M +70,916 New
FAM
1988
Foresters Asset Management
Ontario, Canada
$3.35M +$782K +18,436 +35%
BIA
1989
Bigelow Investment Advisors
Maine
$3.35M -$220K -5,176 -7%
TWM
1990
Titus Wealth Management
California
$3.35M -$223K -5,268 -7%
CC
1991
Cedar Capital
Illinois
$3.32M +$437K +10,304 +17%
IAS
1992
IMA Advisory Services
Colorado
$3.32M +$230K +5,420 +8%
BI
1993
Ballast Inc
Kentucky
$3.31M +$39.5K +932 +1%
SC
1994
Searle & Co
Connecticut
$3.31M +$97.7K +2,304 +3%
SWMG
1995
Strategic Wealth Management Group
Maryland
$3.3M -$48K -1,132 -2%
WCM
1996
Weld Capital Management
New York
$3.3M +$2.95M +69,528 New
CWAG
1997
Compton Wealth Advisory Group
Virginia
$3.3M +$25.4K +600 +0.9%
MA
1998
MCF Advisors
Kentucky
$3.29M +$171K +4,032 +6%
HIM
1999
Harbour Investment Management
Washington
$3.27M -$49.7K -1,172 -2%
WSC
2000
Wellington Shields & Co
New York
$3.26M +$102K +2,412 +4%
78 79
80
81 82