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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1976
Centerpoint Advisors
Massachusetts
$89K -$156K -451 -62%
TFA
1977
Transamerica Financial Advisors
Florida
$89K +$39K +113 +71%
NAMA
1978
Nikko Asset Management Americas
New York
$86K +$57.7K +167 +169%
SGS
1979
Sterling Global Strategies
California
$85.8K +$91.9K +266 New
WAS
1980
Winch Advisory Services
Wisconsin
$85K +$345 +1 +0.4%
JWA
1981
JFS Wealth Advisors
Pennsylvania
$84K -$5.18K -15 -5%
BCA
1982
Bray Capital Advisors
Florida
$84K +$89.8K +260 New
CTB
1983
Country Trust Bank
Illinois
$82K – – –
EWM
1984
Endurance Wealth Management
Rhode Island
$81K -$15.5K -45 -15%
AA
1985
AlphaMark Advisors
Kentucky
$81K – – –
TCCM
1986
Timber Creek Capital Management
Massachusetts
$80K – – –
WAS
1987
WESPAC Advisors SoCal
California
$79K +$50.1K +145 +145%
TI
1988
Truehand Inc
New Hampshire
$79K +$84.6K +245 New
JGIA
1989
Jackson Grant Investment Advisers
Connecticut
$76K +$20.4K +59 +33%
AAP
1990
Arax Advisory Partners
Colorado
$74K -$91.9K -266 -54%
BC
1991
Barnett & Company
Tennessee
$74K -$34.5K -100 -30%
FEG
1992
Financial Enhancement Group
Indiana
$74K – – –
CI
1993
CX Institutional
Indiana
$74K +$78.8K +228 New
W
1994
WealthOne
New York
$72K +$77K +223 New
BWA
1995
Burt Wealth Advisors
Maryland
$71K – – –
AIS
1996
Accurate Investment Solutions
Pennsylvania
$71K +$345 +1 +0.5%
TWMP
1997
Taylor Wealth Management Partners
Massachusetts
$67K -$121K -350 -63%
AW
1998
Alpha Windward
Massachusetts
$66K -$1.38K -4 -2%
TIM
1999
Tortoise Investment Management
New York
$66K – – –
CFG
2000
CKW Financial Group
Hawaii
$65K – – –
78 79
80
81 82