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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1976
Vivaldi Capital Management
Illinois
$8M -$553K -5,072 -7%
PCS
1977
Personal CFO Solutions
New Jersey
$8M -$229K -2,095 -3%
JSL
1978
JT Stratford LLC
Georgia
$7.99M -$1.18M -10,773 -14%
DIM
1979
Delta Investment Management
California
$7.98M +$401K +3,672 +6%
SCA
1980
Stokes Capital Advisors
South Carolina
$7.97M +$3.82K +35 +0.1%
BRM
1981
Boston Research & Management
Massachusetts
$7.97M -$363K -3,324 -5%
SDAM
1982
Shulman DeMeo Asset Management
New York
$7.96M -$1.01M -9,252 -12%
PL
1983
Plancorp LLC
Missouri
$7.96M -$51.3K -470 -0.7%
W
1984
WealthOne
New York
$7.95M -$906K -8,307 -11%
RP
1985
Riverbridge Partners
Minnesota
$7.94M -$82.1K -752 -1%
SWM
1986
Sculati Wealth Management
Michigan
$7.94M -$4.69K -43 -0.1%
AFC
1987
AFT Forsyth & Company
Florida
$7.92M -$56.7K -520 -0.8%
IWS
1988
Insight Wealth Strategies
California
$7.92M +$901K +8,259 +14%
ARMT
1989
Amica Retiree Medical Trust
Rhode Island
$7.91M – – –
HCM
1990
Highlander Capital Management
New Jersey
$7.9M -$240K -2,198 -3%
WCWM
1991
Willow Creek Wealth Management
California
$7.89M +$3.03M +27,725 +69%
MIM
1992
Montgomery Investment Management
Maryland
$7.89M -$142K -1,300 -2%
COF
1993
Capital One Financial
Virginia
$7.88M -$1.32M -12,096 -15%
IWA
1994
Intercontinental Wealth Advisors
Texas
$7.88M +$71.4K +654 +1%
WPC
1995
White Pine Capital
Minnesota
$7.87M -$204K -1,867 -3%
JFL
1996
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.87M -$159K -1,461 -2%
WCM
1997
WealthBridge Capital Management
Ohio
$7.86M -$168K -1,544 -2%
HHAA
1998
Henry H. Armstrong Associates
Pennsylvania
$7.85M -$11K -101 -0.1%
WCAMG
1999
Woodard & Company Asset Management Group
North Carolina
$7.84M -$71.3K -653 -1%
BCA
2000
Bray Capital Advisors
Florida
$7.83M -$501K -4,589 -6%
78 79
80
81 82