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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1976
Summit Financial Strategies
Ohio
$406K -$94.4K -1,320 -19%
OPCM
1977
Osborne Partners Capital Management
California
$402K +$5.72K +80 +1%
BMCM
1978
Bryn Mawr Capital Management
Pennsylvania
$395K +$390K +5,460 New
SL
1979
Summitry LLC
California
$391K +$21.5K +300 +6%
PGC
1980
Pacific Grove Capital
California
$391K +$386K +5,400 New
SIM
1981
Sadoff Investment Management
Wisconsin
$388K +$14.3K +200 +4%
PSF
1982
Pacific Sun Financial
California
$388K +$31.5K +440 +9%
MMHP
1983
Murphy Middleton Hinkle & Parker
Georgia
$385K – – –
AC
1984
Alexandria Capital
Virginia
$384K +$31.5K +440 +9%
MCM
1985
Mainstay Capital Management
Michigan
$383K +$4.29K +60 +1%
HFA
1986
HC Financial Advisors
California
$382K -$7.15K -100 -2%
CCM
1987
Condor Capital Management
New Jersey
$382K +$12.9K +180 +4%
AWM
1988
AllSquare Wealth Management
New York
$381K -$54.3K -760 -13%
RIM
1989
Reliant Investment Management
Tennessee
$381K +$14.3K +200 +4%
CAS
1990
Cue Advisory Services
Arizona
$379K +$375K +5,240 New
BFG
1991
Bouchey Financial Group
New York
$378K +$8.58K +120 +2%
GC
1992
Gilbert & Cook
Iowa
$378K +$50.1K +700 +15%
SXL
1993
Summit X LLC
Missouri
$377K -$1.43K -20 -0.4%
SFI
1994
SPC Financial Inc
Maryland
$376K +$14.3K +200 +4%
PWA
1995
Peterson Wealth Advisors
Utah
$368K – – –
SAMC
1996
Spectrum Asset Management (California)
California
$368K +$336K +4,700 New
HT
1997
Heritage Trust
Oklahoma
$362K – – –
HAIM
1998
Hunter Associates Investment Management
Pennsylvania
$362K – – –
EC
1999
EJF Capital
Virginia
$362K +$358K +5,000 New
PC
2000
Permanens Capital
New York
$362K +$358K +5,000 New
78 79
80
81 82