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Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
1976
KG&L Capital Management
Louisiana
$1.66M +$191K +2,160 +14%
SIM
1977
SSI Investment Management
California
$1.65M -$7.08K -80 -0.4%
PWMAG
1978
Pinnacle Wealth Management Advisory Group
New Jersey
$1.64M +$28.3K +320 +2%
TIA
1979
Tiemann Investment Advisors
California
$1.64M +$42.5K +480 +3%
HFA
1980
HC Financial Advisors
California
$1.63M +$165K +1,860 +12%
FCA
1981
FinTrust Capital Advisors
South Carolina
$1.63M -$120K -1,360 -7%
AAS
1982
Annex Advisory Services
Wisconsin
$1.62M -$182K -2,060 -11%
PFGIA
1983
Patriot Financial Group Insurance Agency
Massachusetts
$1.61M +$74.3K +840 +5%
CCM
1984
Canal Capital Management
Virginia
$1.61M +$120K +1,360 +8%
NB
1985
NBT Bank
New York
$1.6M +$117K +1,320 +8%
FCB
1986
First Command Bank
Texas
$1.6M +$62K +700 +4%
FCFS
1987
First Command Financial Services
Texas
$1.6M +$62K +700 +4%
NPF
1988
Norris Perne & French
Michigan
$1.6M -$363K -4,100 -19%
BEAM
1989
Baker Ellis Asset Management
Washington
$1.59M -$24.8K -280 -2%
W
1990
WealthOne
New York
$1.59M +$361K +4,080 +31%
CAGAS
1991
Capital Advisory Group Advisory Services
Minnesota
$1.59M +$223K +2,520 +17%
CPO
1992
Cerity Partners OCIO
New York
$1.58M -$227K -2,560 -14%
BFA
1993
Brendel Financial Advisors
New Hampshire
$1.58M -$315K -3,560 -17%
VSWA
1994
Vontobel Swiss Wealth Advisors
Switzerland
$1.57M – – –
BMM
1995
Buffington Mohr McNeal
Idaho
$1.57M +$58.4K +660 +4%
CP
1996
Camelot Portfolios
Ohio
$1.57M +$177K +2,000 +13%
NWA
1997
New World Advisors
Massachusetts
$1.57M +$140K +1,580 +10%
TSWM
1998
Triangle Securities Wealth Management
North Carolina
$1.57M +$92K +1,040 +7%
GDP
1999
Great Diamond Partners
Maine
$1.57M +$1.5M +16,960 New
CCFCSB
2000
Cape Cod Five Cents Savings Bank
Massachusetts
$1.56M -$193K -2,180 -11%
78 79
80
81 82