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Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1976
Jackson Grant Investment Advisers
Connecticut
$25K – – –
FFC
1977
First Financial Corp
Indiana
$23K – – –
CFN
1978
Cordasco Financial Network
Florida
$23K +$21.4K +46 New
LFG
1979
Larson Financial Group
Missouri
$22K -$58.1K -125 -74%
FMTCOCP
1980
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K – – –
IAS
1981
IMA Advisory Services
Colorado
$19K – – –
TIM
1982
Tortoise Investment Management
New York
$19K – – –
TI
1983
Truehand Inc
New Hampshire
$19K – – –
WCG
1984
Weaver Consulting Group
California
$19K – – –
ONST
1985
Old North State Trust
North Carolina
$19K +$18.1K +39 New
PCFFS
1986
Pacific Center for Financial Services
California
$18K – – –
BC
1987
Barnett & Company
Tennessee
$17K – – –
SWM
1988
Selective Wealth Management
Virginia
$17K – – –
RFWA
1989
RPg Family Wealth Advisory
Massachusetts
$14.2K – – –
TAIM
1990
TD Ameritrade Investment Management
Nebraska
$14K +$1.4K +3 +12%
AW
1991
Avion Wealth
Texas
$14K +$13K +28 New
KFS
1992
Kelly Financial Services
Massachusetts
$13.2K – – –
SFPG
1993
Stonebridge Financial Planning Group
Florida
$13K – – –
IWP
1994
IAG Wealth Partners
Wisconsin
$13K +$11.6K +25 New
SA
1995
SRH Advisors
Kansas
$12K – – –
TSW
1996
Thompson Siegel & Walmsley
Virginia
$11K -$224K -482 -95%
IBOK
1997
Independence Bank of Kentucky
Kentucky
$11K – – –
NIC
1998
Northwest Investment Counselors
Oregon
$11K +$10.2K +22 New
DTIM
1999
Danda Trouve Investment Management
Kansas
$10K – – –
SFA
2000
Semmax Financial Advisors
North Carolina
$10K – – –
78 79
80
81 82