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Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
1976
Riggs Asset Management
Pennsylvania
$10.1M -$7.39M -61,439 -45%
AWA
1977
Aaron Wealth Advisors
Illinois
$10M +$9.11M +75,701 New
ITIM
1978
Indiana Trust & Investment Management
Indiana
$10M -$262K -2,179 -3%
BA
1979
Baugh & Associates
Georgia
$10M -$155K -1,285 -2%
ATFA
1980
All Terrain Financial Advisors
Minnesota
$10M -$582K -4,840 -6%
MC
1981
Miramar Capital
Illinois
$10M +$2.8M +23,244 +47%
SFG
1982
SageGuard Financial Group
Tennessee
$10M +$9.06M +75,346 New
LHC
1983
Little House Capital
Massachusetts
$10M -$1.1M -9,134 -11%
HCM
1984
Hodges Capital Management
Texas
$10M -$20.3K -169 -0.2%
RW
1985
RVW Wealth
California
$10M -$46.4K -386 -0.5%
CFA
1986
Cahill Financial Advisors
Minnesota
$9.99M +$600K +4,988 +7%
CFD
1987
Creative Financial Designs
Indiana
$9.97M +$284K +2,361 +3%
LWA
1988
Lineweaver Wealth Advisors
Ohio
$9.95M +$109K +903 +1%
BSB
1989
Bangor Savings Bank
Maine
$9.95M -$592K -4,924 -6%
IWA
1990
Intercontinental Wealth Advisors
Texas
$9.93M +$826K +6,864 +10%
AIS
1991
American Investment Services
Massachusetts
$9.93M -$255K -2,120 -3%
CC
1992
Cipher Capital
New York
$9.9M +$8M +66,528 +822%
TWM
1993
Titus Wealth Management
California
$9.9M -$224K -1,859 -2%
AIA
1994
Affinity Investment Advisors
California
$9.89M -$942K -7,835 -10%
S
1995
Surevest
California
$9.87M -$11.3K -94 -0.1%
MTIM
1996
Marathon Trading Investment Management
Pennsylvania
$9.85M +$8.93M +74,252 New
ICM
1997
IMS Capital Management
Oregon
$9.83M +$255K +2,124 +3%
PK
1998
Pflug Koory
Nebraska
$9.82M -$192K -1,595 -2%
NGM
1999
North Growth Management
British Columbia, Canada
$9.81M -$722K -6,000 -8%
W
2000
WealthOne
New York
$9.81M +$634K +5,275 +8%
78 79
80
81 82