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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1976
Compass Capital Management
Minnesota
$12.6M -$2.33M -10,163 -16%
RFMS
1977
RWQ Financial Management Services
Florida
$12.5M -$6.1M -26,655 -33%
GWANC
1978
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.5M +$253K +1,107 +2%
WAS
1979
WESPAC Advisors SoCal
California
$12.5M +$553K +2,416 +5%
LCAM
1980
Long Corridor Asset Management
Hong Kong
$12.5M -$194K -850 -2%
AAP
1981
Ardsley Advisory Partners
Connecticut
$12.5M -$4.92M -21,500 -28%
BLC
1982
Brown, Lisle/Cummings
Rhode Island
$12.5M +$720K +3,145 +6%
SFCL
1983
Strengthening Families & Communities LLC
Massachusetts
$12.5M +$392K +1,715 +3%
LHC
1984
Little House Capital
Massachusetts
$12.4M -$2.58M -11,280 -17%
CCT
1985
Capital City Trust
Florida
$12.4M +$130K +568 +1%
HWA
1986
HCR Wealth Advisors
California
$12.4M +$275K +1,204 +2%
CT
1987
Chicago Trust
Illinois
$12.4M -$281K -1,228 -2%
MM
1988
Morangie Management
Florida
$12.4M +$265K +1,158 +2%
RWM
1989
Rench Wealth Management
Texas
$12.4M +$686 +3 +0%
CIEC
1990
Crédit Industriel et Commercial
France
$12.4M -$9.88M -43,170 -45%
LC
1991
Lakehouse Capital
Australia
$12.4M -$3.46M -15,111 -22%
KAM
1992
Kazazian Asset Management
Florida
$12.3M +$4.76M +20,808 +64%
PFGIA
1993
Patriot Financial Group Insurance Agency
Massachusetts
$12.3M +$1.5M +6,571 +14%
WIS
1994
Wright Investors Service
Connecticut
$12.3M -$2.62M -11,462 -18%
VA
1995
Valmark Advisers
Ohio
$12.3M +$445K +1,945 +4%
LTI
1996
Laffer Tengler Investments
Tennessee
$12.3M -$219K -957 -2%
CPC
1997
Congress Park Capital
New York
$12.3M -$1.43M -6,256 -11%
MCCP
1998
Mission Creek Capital Partners
California
$12.3M +$2.48M +10,839 +23%
SLWA
1999
San Luis Wealth Advisors
California
$12.3M +$353K +1,542 +3%
RBFC
2000
Roman Butler Fullerton & Co
Missouri
$12.3M -$4.8K -21 -0%
78 79
80
81 82