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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1976
Truvestments Capital
Florida
$153K -$127K -526 -45%
PGAM
1977
Princeton Global Asset Management
New Jersey
$150K +$29K +120 +24%
ARMC
1978
American Research & Management Company
Massachusetts
$147K -$23.5K -97 -14%
DAM
1979
Delta Asset Management
Tennessee
$142K +$36.3K +150 +34%
FMTCOCP
1980
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$140K +$9.19K +38 +7%
CCA
1981
Column Capital Advisors
Indiana
$139K – – –
EBA
1982
Eagle Bay Advisors
New York
$138K +$138K +569 New
BDS
1983
Banco de Sabadell
Florida
$135K -$158K -655 -54%
WAS
1984
Winch Advisory Services
Wisconsin
$135K – – –
ZB
1985
Zions Bancorporation
Utah
$134K -$27.8K -115 -17%
RBC
1986
Roble Belko & Company
Pennsylvania
$132K +$242 +1 +0.2%
SC
1987
Sierra Capital
Florida
$131K – – –
PB
1988
Pinnacle Bancorp
Nebraska
$130K -$53.9K -223 -29%
KFS
1989
Kelly Financial Services
Massachusetts
$129K – – –
MSFP
1990
Mark Sheptoff Financial Planning
Connecticut
$126K – – –
FP
1991
Financial Perspectives
Minnesota
$123K +$5.32K +22 +4%
IFAM
1992
Institutional & Family Asset Management
Colorado
$123K – – –
CAL
1993
Capital Advisors Ltd
Ohio
$122K – – –
HWM
1994
HighMark Wealth Management
Minnesota
$121K -$21.8K -90 -15%
AFS
1995
Annapolis Financial Services
Maryland
$120K – – –
DWA
1996
Dougherty Wealth Advisers
Minnesota
$120K – – –
MRCM
1997
M&R Capital Management
New Jersey
$119K +$24.2K +100 +25%
WWMSC
1998
Wagner Wealth Management (South Carolina)
South Carolina
$115K – – –
SAM
1999
S.A. Mason
Michigan
$114K -$2.42K -10 -2%
ONST
2000
Old North State Trust
North Carolina
$114K – – –
78 79
80
81 82