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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1976
Sierra Capital
Florida
$8.96M +$9.42M +73,370 New
PWPS
1977
Pinnacle Wealth Planning Services
Ohio
$8.95M +$837K +6,521 +10%
HZ
1978
Hixon Zuercher
Ohio
$8.95M -$4.75K -37 -0.1%
LBA
1979
Lowell Blake & Associates
Massachusetts
$8.94M +$1.82M +14,206 +24%
LOPW
1980
Live Oak Private Wealth
North Carolina
$8.94M +$34.8K +271 +0.4%
CNC
1981
Citizens & Northern Corp
Pennsylvania
$8.94M +$174K +1,354 +2%
SOAMC
1982
Spirit of America Management Corp
New York
$8.93M -$12.8K -100 -0.1%
NL
1983
NVWM LLC
Pennsylvania
$8.92M +$42.4K +330 +0.5%
RPA
1984
Rock Point Advisors
Vermont
$8.92M +$23.7K +185 +0.3%
CCMINC
1985
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.92M -$2.95K -23 -0%
BCPWM
1986
Bradley & Co Private Wealth Management
Florida
$8.92M +$9.37M +73,002 New
DMC
1987
Drexel Morgan & Co
Pennsylvania
$8.91M -$4.62K -36 -0%
WP
1988
Waycross Partners
Kentucky
$8.87M -$498K -3,881 -5%
ECML
1989
Eagle Capital Management (Louisiana)
Louisiana
$8.86M -$962K -7,491 -9%
PK
1990
Pflug Koory
Nebraska
$8.86M -$191K -1,486 -2%
HAC
1991
Harbor Advisory Corp
New Hampshire
$8.84M +$661K +5,149 +8%
RAM
1992
Riggs Asset Management
Pennsylvania
$8.83M -$447K -3,486 -5%
OCM
1993
Orleans Capital Management
Louisiana
$8.82M -$520K -4,051 -5%
CIM
1994
CIM Investment Management
Pennsylvania
$8.81M +$1.77M +13,759 +24%
FBT
1995
First Bankers Trust
Kentucky
$8.81M -$1.2M -9,379 -12%
AWM
1996
Aevitas Wealth Management
Massachusetts
$8.8M +$300K +2,341 +3%
HNW
1997
High Note Wealth
Minnesota
$8.8M +$250K +1,944 +3%
ITIM
1998
Indiana Trust & Investment Management
Indiana
$8.8M -$466K -3,629 -5%
KA
1999
Kerrisdale Advisers
Florida
$8.79M – – –
KFS
2000
Kaizen Financial Strategies
California
$8.79M -$1.19M -9,271 -11%
78 79
80
81 82