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Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
1976
Northeast Financial Consultants
Connecticut
$209K +$1.45K +3 +0.7%
LNWTC
1977
Laird Norton Wetherby Trust Company
Washington
$209K +$201K +417 New
PS
1978
Planned Solutions
California
$208K – – –
HTC
1979
Haverford Trust Company
Pennsylvania
$208K +$201K +416 New
W
1980
WealthOne
New York
$207K -$12.1K -25 -6%
MSA
1981
Marino Stram & Associates
Massachusetts
$206K – – –
GTAM
1982
Global Trust Asset Management
Florida
$205K -$229K -475 -54%
HIS
1983
Harvest Investment Services
Illinois
$204K -$13K -27 -6%
RPSA
1984
Richard P. Slaughter Associates
Texas
$204K -$12.6K -26 -6%
W
1985
Wealthquest
Ohio
$204K +$198K +409 New
ATC
1986
Adirondack Trust Company
New York
$203K +$9.18K +19 +4%
SCA
1987
STALEY CAPITAL ADVISERS
Pennsylvania
$203K +$196K +405 New
FAM
1988
Flaharty Asset Management
Florida
$202K +$195K +404 New
OMC
1989
Overbrook Management Corp
New York
$200K -$8.51M -17,613 -98%
CIC
1990
Cutler Investment Counsel
Oregon
$200K +$193K +400 New
E
1991
Ergoteles
New York
$200K +$193K +400 New
GA
1992
GFS Advisors
Texas
$200K +$193K +400 New
IAA
1993
Ironsides Asset Advisors
North Carolina
$200K +$193K +400 New
MWP
1994
Madison Wealth Partners
Wisconsin
$200K +$193K +400 New
PL
1995
Plancorp LLC
Missouri
$200K +$193K +400 New
SFS
1996
Shaker Financial Services
Virginia
$200K +$193K +400 New
TLP
1997
Trinity Legacy Partners
Texas
$200K +$193K +400 New
HFA
1998
Hoover Financial Advisors
Pennsylvania
$200K +$208K +431 New
SIMG
1999
Stephens Investment Management Group
Texas
$198K – – –
CWC
2000
Carolinas Wealth Consulting
North Carolina
$193K -$11.1K -23 -6%
78 79
80
81 82