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Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1976
Bank of Stockton
California
$4.66M -$6.77K -92 -0.1%
SC
1977
Searle & Co
Connecticut
$4.65M -$37.7K -512 -0.7%
W
1978
WealthOne
New York
$4.65M +$1.43M +19,392 +36%
HFA
1979
HC Financial Advisors
California
$4.65M -$613K -8,336 -10%
AB
1980
Atlas Brown
Kentucky
$4.64M -$43.8K -596 -0.8%
ANB
1981
Amarillo National Bank
Texas
$4.64M – – –
BMCM
1982
Bryn Mawr Capital Management
Pennsylvania
$4.63M -$305K -4,148 -5%
LG
1983
Leuthold Group
Minnesota
$4.62M +$5.35M +72,680 New
TWM
1984
Titus Wealth Management
California
$4.61M +$69.1K +940 +1%
PWPS
1985
Pinnacle Wealth Planning Services
Ohio
$4.6M +$1.14M +15,528 +27%
HCM
1986
Highlander Capital Management
New Jersey
$4.6M -$197K -2,676 -4%
ECM
1987
Elgethun Capital Management
South Dakota
$4.59M -$5.03M -68,396 -49%
TCBWMS
1988
Texas Capital Bank Wealth Management Services
Texas
$4.58M -$495K -6,728 -9%
OCM
1989
Ovata Capital Management
Hong Kong
$4.58M +$5.3M +72,000 New
AF
1990
Aldebaran Financial
$4.58M -$124K -1,680 -2%
S
1991
Surevest
California
$4.58M +$2.67M +36,308 +102%
OWP
1992
Obermeyer Wealth Partners
Colorado
$4.57M +$455K +6,192 +9%
CAM
1993
Cubic Asset Management
Massachusetts
$4.57M -$3.29M -44,780 -38%
IAP
1994
Indie Asset Partners
Indiana
$4.57M -$110K -1,492 -2%
EF
1995
Exeter Financial
Arizona
$4.56M -$326K -4,428 -6%
AFC
1996
AFT Forsyth & Company
Florida
$4.55M +$43.2K +588 +0.8%
MA
1997
MONECO Advisors
Connecticut
$4.55M -$451K -6,128 -8%
WCM
1998
WealthBridge Capital Management
Ohio
$4.55M -$225K -3,056 -4%
BFG
1999
Beacon Financial Group
Texas
$4.54M +$26.8K +364 +0.5%
GGI
2000
GPM Growth Investors
Michigan
$4.53M -$10.3K -140 -0.2%
78 79
80
81 82