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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1976
Gemmer Asset Management
California
$221K -$14.2K -37 -6%
RWMH
1977
Riverpoint Wealth Management Holdings
Illinois
$220K -$131K -341 -37%
WA1
1978
Wimmer Associates 1
California
$219K -$245K -637 -53%
MYIA
1979
Mount Yale Investment Advisors
Colorado
$219K -$210K -545 -49%
BS
1980
Bessemer Securities
New York
$219K – – –
P
1981
&Partners
Tennessee
$219K +$221K +575 New
AMM
1982
American Money Management
California
$218K +$220K +571 New
LI
1983
Lafayette Investments
Maryland
$217K +$219K +569 New
RWA
1984
Redhawk Wealth Advisors
Minnesota
$216K +$217K +565 New
BFA
1985
Benedict Financial Advisors
Georgia
$215K +$217K +565 New
BA
1986
BKS Advisors
Michigan
$214K -$378K -982 -64%
MC
1987
Matisse Capital
Oregon
$212K +$214K +555 New
OWA
1988
One Wealth Advisors
California
$211K -$309K -803 -59%
NPPM
1989
North Point Portfolio Managers
Ohio
$211K +$213K +553 New
MWA
1990
Meridian Wealth Advisors
Texas
$210K – – –
AWM
1991
Altavista Wealth Management
North Carolina
$210K +$212K +551 New
BHTS
1992
Bar Harbor Trust Services
Maine
$208K +$210K +545 New
LD
1993
Lipe & Dalton
New York
$207K +$57.7K +150 +38%
MTC
1994
McDaniel Terry & Co
Texas
$207K +$209K +543 New
SAM
1995
Steinberg Asset Management
New York
$207K +$209K +544 New
IDA
1996
Intelligence Driven Advisers
California
$206K +$207K +539 New
AAM
1997
Autus Asset Management
Arizona
$205K -$38.5K -100 -16%
DPI
1998
Diversified Portfolios Inc
Michigan
$204K +$206K +536 New
FRA
1999
Front Row Advisors
California
$203K +$10K +26 +5%
CCP
2000
Clarkston Capital Partners
Michigan
$203K +$205K +532 New
78 79
80
81 82