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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1976
Goelzer Investment Management
Indiana
$11M +$398K +1,943 +4%
PCG
1977
PFC Capital Group
California
$11M +$64.4K +315 +0.6%
CAWM
1978
Capital Advisors Wealth Management
Washington
$11M +$883K +4,318 +9%
VSI
1979
Verde Servicos Internacionais
Brazil
$11M -$12.9M -63,204 -56%
PWW
1980
Pettyjohn Wood & White
Virginia
$11M +$136K +665 +1%
HWA
1981
HCR Wealth Advisors
California
$11M -$251K -1,228 -2%
AWM
1982
Angeles Wealth Management
California
$11M +$647K +3,164 +7%
CAIMH
1983
Central Asset Investments & Management Holdings
Hong Kong
$11M +$9.27M +45,300 +959%
KM
1984
KP Management
Minnesota
$11M -$2.56M -12,500 -20%
PKC
1985
Palmer Knight Company
Florida
$11M +$42.6K +208 +0.4%
CT
1986
Chicago Trust
Illinois
$11M -$604K -2,954 -6%
TIM
1987
Tikehau Investment Management
France
$10.9M -$1.53M -7,501 -13%
DIM
1988
Delta Investment Management
California
$10.9M -$1.36M -6,650 -12%
BEC
1989
Blue Edge Capital
Virginia
$10.9M +$136K +664 +1%
BCM
1990
Beck Capital Management
Texas
$10.9M +$293K +1,431 +3%
PFA
1991
Pure Financial Advisors
California
$10.9M +$579K +2,828 +6%
CIC
1992
Chase Investment Counsel
Virginia
$10.9M +$422K +2,064 +4%
WHGC
1993
Wealth High Governance Capital
Brazil
$10.9M +$8.1M +39,600 +396%
GCS
1994
Gordian Capital (Singapore)
Singapore
$10.9M +$8.87M +43,380 +125%
BDL
1995
Banque de Luxembourg
Luxembourg
$10.9M +$10.1M +49,394 New
HAC
1996
Harbor Advisory Corp
New Hampshire
$10.9M -$101K -495 -1%
SAM
1997
Secure Asset Management
Michigan
$10.9M +$13.3K +65 +0.1%
LG
1998
LaFleur & Godfrey
Michigan
$10.8M +$176K +860 +2%
SCI
1999
Stableford Capital II
Arizona
$10.8M -$166K -812 -2%
MG
2000
Mather Group
Illinois
$10.8M +$771K +3,769 +8%
78 79
80
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