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Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
1976
Mitchell Sinkler & Starr
Pennsylvania
$283K +$72.4K +115 +31%
SAM
1977
Strategy Asset Managers
California
$282K -$860K -1,366 -74%
TA
1978
Trellis Advisors
Washington
$282K – – –
AWA
1979
Acorn Wealth Advisors
Michigan
$282K +$2.52K +4 +0.8%
KFS
1980
Kurt F. Somerville
$280K – – –
FNT
1981
First Nebraska Trust
Nebraska
$279K – – –
BFO
1982
Biltmore Family Office
North Carolina
$279K – – –
LOAMU
1983
Lombard Odier Asset Management (USA)
New York
$278K +$304K +483 New
CA
1984
Callahan Advisors
Texas
$277K -$22K -35 -7%
BHTS
1985
Bar Harbor Trust Services
Maine
$275K – – –
HFP
1986
Holistic Financial Partners
Indiana
$273K -$22K -35 -7%
SA
1987
Strategic Advisors
New York
$273K +$79.9K +127 +36%
CCM
1988
Cohen Capital Management
California
$272K – – –
CIC
1989
Cornercap Investment Counsel
Georgia
$270K -$1.45M -2,296 -83%
MCM
1990
Marathon Capital Management
Maryland
$270K +$295K +468 New
ORI
1991
Oak Ridge Investments
Illinois
$268K -$8.81K -14 -3%
JGIA
1992
Jackson Grant Investment Advisers
Connecticut
$267K – – –
KFGK
1993
Keystone Financial Group (Kentucky)
Kentucky
$265K -$1.89K -3 -0.6%
AB
1994
Atlas Brown
Kentucky
$265K – – –
CAL
1995
Capital Advisors Ltd
Ohio
$265K – – –
BWM
1996
BerganKDV Wealth Management
Minnesota
$265K +$73K +116 +34%
LHC
1997
Little House Capital
Massachusetts
$264K -$85.6K -136 -23%
JWM
1998
Jackson Wealth Management
Florida
$264K +$4.33M +6,882 +26%
SC
1999
Searle & Co
Connecticut
$263K – – –
SMA
2000
Sage Mountain Advisors
Georgia
$263K +$18.3K +29 +7%
78 79
80
81 82