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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1976
Bedel Financial Consulting
Indiana
$6.67M -$228K -2,944 -4%
DMC
1977
Drexel Morgan & Co
Pennsylvania
$6.66M -$31K -400 -0.5%
MGWM
1978
Marks Group Wealth Management
Minnesota
$6.66M +$4.2M +54,236 +288%
SAM
1979
Strategy Asset Managers
California
$6.66M +$431K +5,560 +8%
HFA
1980
HC Financial Advisors
California
$6.64M -$18K -232 -0.3%
CC
1981
Cornerstone Capital
California
$6.64M +$180K +2,328 +3%
XWM
1982
Xcel Wealth Management
Florida
$6.63M -$245K -3,156 -4%
AWM
1983
Aevitas Wealth Management
Massachusetts
$6.62M -$366K -4,720 -6%
ISWM
1984
Independent Solutions Wealth Management
New York
$6.62M +$358K +4,616 +7%
CHP
1985
Cable Hill Partners
Oregon
$6.61M -$340K -4,384 -6%
ANB
1986
Amarillo National Bank
Texas
$6.59M -$54.2K -700 -1%
BCA
1987
Bray Capital Advisors
Florida
$6.59M -$150K -1,936 -3%
BRM
1988
Boston Research & Management
Massachusetts
$6.58M -$403K -5,200 -7%
KA
1989
Kerrisdale Advisers
Florida
$6.57M +$5.58M +72,000 New
BCM
1990
Bienville Capital Management
New York
$6.55M +$203K +2,616 +4%
RGIA
1991
Rainier Group Investment Advisory
Washington
$6.54M -$248K -3,204 -4%
CFA
1992
Cahill Financial Advisors
Minnesota
$6.52M +$156K +2,008 +3%
BCM
1993
Bourgeon Capital Management
Connecticut
$6.5M +$510K +6,580 +10%
CP
1994
Corbenic Partners
Pennsylvania
$6.5M -$243K -3,140 -4%
BAM
1995
Bellevue Asset Management
Washington
$6.49M -$10.8K -140 -0.2%
LWA
1996
Lineweaver Wealth Advisors
Ohio
$6.48M +$271K +3,496 +5%
LG
1997
Leuthold Group
Minnesota
$6.48M -$125K -1,612 -2%
HMS
1998
Hanseatic Management Services
New Mexico
$6.48M -$350K -4,512 -6%
BIA
1999
Barry Investment Advisors
Massachusetts
$6.47M -$250K -3,232 -4%
PA
2000
Planning Alternatives
Michigan
$6.46M – – –
78 79
80
81 82