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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1976
CGC Financial Services
Oregon
$391K +$322K +800 New
FPFS
1977
First Personal Financial Services
North Carolina
$389K -$58.4K -145 -15%
DCM
1978
Deuterium Capital Management
Florida
$389K +$320K +795 New
ANHIM
1979
Alan N. Hoffman Investment Management
Massachusetts
$386K – – –
EL
1980
Essex LLC
Illinois
$385K -$33.8K -84 -10%
TBC
1981
Ted Buchan & Co
California
$384K -$3.63K -9 -1%
CA
1982
Centerpoint Advisors
Massachusetts
$383K – – –
NIP
1983
Nicholas Investment Partners
California
$383K -$291K -722 -48%
TIA
1984
Tiemann Investment Advisors
California
$381K -$5.24K -13 -2%
OAM
1985
Oak Asset Management
California
$381K – – –
GPI
1986
General Partner Inc
Pennsylvania
$380K – – –
N
1987
Natixis
France
$380K -$40.9M -101,575 -99%
VST
1988
Van Strum & Towne
California
$377K – – –
ACM
1989
Argent Capital Management
Missouri
$377K – – –
CPSAC
1990
Chas P. Smith & Associates (CPS)
Florida
$376K – – –
OCPWS
1991
One Charles Private Wealth Services
Massachusetts
$376K +$806 +2 +0.3%
NFA
1992
Northern Financial Advisors
Michigan
$376K +$13.7K +34 +4%
WA
1993
Waverly Advisors
Alabama
$375K +$86.2K +214 +39%
PSP
1994
Principal Street Partners
Tennessee
$373K +$1.61K +4 +0.5%
SB
1995
Sunflower Bank
Texas
$370K -$29.8K -74 -9%
SIC
1996
Sterling Investment Counsel
New York
$370K – – –
FCA
1997
Fortis Capital Advisors
Kansas
$369K +$232K +575 +319%
WCWM
1998
Willow Creek Wealth Management
California
$367K +$2.82K +7 +0.9%
WRPWM
1999
Werba Rubin Papier Wealth Management
California
$366K -$10.1K -25 -3%
IA
2000
Insight Advisors
Pennsylvania
$365K -$18.5K -46 -6%
78 79
80
81 82