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Name Holding Trade Value Shares
Change 		Change in
Stake
ZCP
1976
Z3 Capital Partners
Virginia
$11.4M +$777K +3,530 +7%
VA
1977
Valmark Advisers
Ohio
$11.4M +$310K +1,406 +3%
SLWA
1978
San Luis Wealth Advisors
California
$11.4M +$359K +1,630 +3%
GCC
1979
Game Creek Capital
Massachusetts
$11.4M -$1.55M -7,050 -11%
AA
1980
Armis Advisers
Georgia
$11.4M +$414K +1,881 +5%
DIM
1981
Delta Investment Management
California
$11.4M -$1.37M -6,241 -10%
CWM
1982
Chronos Wealth Management
Florida
$11.4M +$25.3K +115 +0.2%
LA
1983
LVW Advisors
New York
$11.4M +$842K +3,824 +8%
GSIAS
1984
Garden State Investment Advisory Services
New Jersey
$11.4M +$916K +4,162 +8%
V
1985
ValueWorks
New York
$11.3M +$396K +1,800 +3%
TW
1986
Tempo Wealth
Ohio
$11.3M +$710K +3,226 +6%
PWPS
1987
Pinnacle Wealth Planning Services
Ohio
$11.3M -$114K -516 -0.9%
MCCP
1988
Mission Creek Capital Partners
California
$11.3M +$249K +1,131 +2%
BI
1989
Bradyco Inc
Massachusetts
$11.3M +$3.93M +17,850 +49%
RWM
1990
Rench Wealth Management
Texas
$11.3M +$120K +544 +1%
FFM
1991
Forum Financial Management
Illinois
$11.3M -$16.3M -73,829 -58%
GLAM
1992
Gardner Lewis Asset Management
Pennsylvania
$11.3M -$165K -749 -1%
CCM
1993
Compass Capital Management
Minnesota
$11.3M -$87.8K -399 -0.7%
DSC
1994
Duncker Streett & Co
Missouri
$11.3M -$1.71M -7,758 -13%
MA
1995
MYDA Advisors
New York
$11.2M -$11M -50,000 -48%
DCM
1996
Deuterium Capital Management
Florida
$11.2M +$11.9M +54,000 New
ACM
1997
Accent Capital Management
Ohio
$11.2M -$144K -654 -1%
GIM
1998
Goelzer Investment Management
Indiana
$11.2M +$252K +1,145 +2%
CPA
1999
Capital Planning Advisors
California
$11.2M -$545K -2,477 -4%
CPC
2000
Congress Park Capital
New York
$11.2M +$129K +585 +1%
78 79
80
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