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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1976
Intact Investment Management
Quebec, Canada
$13.4M -$585K -3,700 -5%
JFL
1977
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.4M -$2.95M -18,693 -20%
SFS
1978
Stiles Financial Services
Minnesota
$13.3M +$11.9M +75,204 New
NB
1979
Northwest Bancshares
Pennsylvania
$13.3M -$868K -5,494 -7%
BA
1980
Baugh & Associates
Georgia
$13.3M -$25.1K -159 -0.2%
REMPR
1981
Roof Eidam Maycock Peralta (REMP)
California
$13.3M -$184K -1,165 -2%
RAM
1982
Riggs Asset Management
Pennsylvania
$13.3M +$28.3K +179 +0.2%
PWS
1983
Peterson Wealth Services
Utah
$13.3M +$11.8M +74,817 New
BWM
1984
Baystate Wealth Management
Massachusetts
$13.3M -$1.34M -8,482 -10%
FCA
1985
FLC Capital Advisors
California
$13.3M -$247K -1,561 -2%
CCFM
1986
Clear Creek Financial Management
Washington
$13.3M +$4.03M +25,503 +52%
MAM
1987
Morse Asset Management
Connecticut
$13.2M -$13.9K -88 -0.1%
SIA
1988
Soltis Investment Advisors
Utah
$13.2M -$2.93M -18,526 -20%
MC
1989
Miramar Capital
Illinois
$13.2M +$361K +2,286 +3%
XWM
1990
Xcel Wealth Management
Florida
$13.2M -$17.9K -113 -0.2%
PL
1991
Plancorp LLC
Missouri
$13.2M +$510K +3,228 +5%
MC
1992
MRJ Capital
New York
$13.2M -$683K -4,321 -5%
EBT
1993
Enterprise Bank & Trust
Massachusetts
$13.2M +$54.5K +345 +0.5%
MIM
1994
Merrion Investment Management
New Jersey
$13.2M -$490K -3,100 -4%
SCA
1995
Stokes Capital Advisors
South Carolina
$13.2M -$335K -2,122 -3%
NAMA
1996
Nikko Asset Management Americas
New York
$13.2M -$19.1M -120,754 -62%
MFC
1997
Mechanics Financial Corp
Ohio
$13.2M +$11.7M +74,066 New
BW
1998
Bison Wealth
Georgia
$13.1M -$2.5M -15,834 -18%
MA
1999
Mezzasalma Advisors
New Jersey
$13.1M +$422K +2,670 +4%
NCM
2000
New Capital Management
Texas
$13.1M +$158 +1 +0%
78 79
80
81 82