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Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
1976
W.H. Cornerstone Investments
Massachusetts
$550K +$79.7K +139 +15%
AWM
1977
Ameliora Wealth Management
Switzerland
$550K +$7.45K +13 +1%
TC
1978
Trilogy Capital
California
$550K +$624K +1,089 New
OWM
1979
Opes Wealth Management
California
$549K -$55K -96 -8%
SC
1980
Summa Corp
Texas
$548K -$265K -462 -30%
CAM
1981
Concorde Asset Management
Michigan
$548K -$5.16K -9 -0.8%
TIM
1982
Tevis Investment Management
Texas
$547K -$464K -809 -43%
NG
1983
Northstar Group
New York
$547K -$22.9K -40 -4%
RB
1984
Renasant Bank
Mississippi
$545K -$40.7K -71 -6%
WWM
1985
Wolff Wiese Magana
California
$545K -$23.5K -41 -4%
OL
1986
Optas LLC
Texas
$545K -$10.3K -18 -2%
S
1987
Sunpointe
Missouri
$544K -$573 -1 -0.1%
TA
1988
TruWealth Advisors
Louisiana
$544K +$22.9K +40 +4%
AMBIA
1989
Allen Mooney & Barnes Investment Advisors
Georgia
$544K +$6.3K +11 +1%
CWM
1990
Calamos Wealth Management
Illinois
$543K -$4.01K -7 -0.6%
KC
1991
Knuff & Co
California
$542K -$28.7K -50 -4%
PBK
1992
Peoples Bank (Kansas)
Kansas
$542K -$28.7K -50 -4%
KA
1993
Kozak & Associates
Colorado
$542K +$2.29K +4 +0.4%
FP
1994
Fiduciary Planning
Florida
$541K -$8.6K -15 -1%
AMCA
1995
Arthur M. Cohen & Associates
Illinois
$538K +$68.8K +120 +13%
BIA
1996
Bigelow Investment Advisors
Maine
$538K -$8.03K -14 -1%
MC
1997
Machina Capital
France
$537K +$610K +1,064 New
FSA
1998
Fort Sheridan Advisors
Illinois
$536K +$123K +215 +25%
CP
1999
Castleview Partners
Texas
$535K -$248K -432 -29%
CCM
2000
Crabel Capital Management
California
$535K +$95.7K +167 +19%
78 79
80
81 82