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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1976
Princeton Global Asset Management
New Jersey
$150K +$29K +120 +24%
ARMC
1977
American Research & Management Company
Massachusetts
$147K -$23.5K -97 -14%
DAM
1978
Delta Asset Management
Tennessee
$142K +$36.3K +150 +34%
FMTCOCP
1979
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$140K +$9.19K +38 +7%
CCA
1980
Column Capital Advisors
Indiana
$139K – – –
EBA
1981
Eagle Bay Advisors
New York
$138K +$138K +569 New
BDS
1982
Banco de Sabadell
Florida
$135K -$158K -655 -54%
WAS
1983
Winch Advisory Services
Wisconsin
$135K – – –
ZB
1984
Zions Bancorporation
Utah
$134K -$27.8K -115 -17%
RBC
1985
Roble Belko & Company
Pennsylvania
$132K +$242 +1 +0.2%
SC
1986
Sierra Capital
Florida
$131K – – –
PB
1987
Pinnacle Bancorp
Nebraska
$130K -$53.9K -223 -29%
KFS
1988
Kelly Financial Services
Massachusetts
$129K – – –
MSFP
1989
Mark Sheptoff Financial Planning
Connecticut
$126K – – –
FP
1990
Financial Perspectives
Minnesota
$123K +$5.32K +22 +4%
IFAM
1991
Institutional & Family Asset Management
Colorado
$123K – – –
CAL
1992
Capital Advisors Ltd
Ohio
$122K – – –
HWM
1993
HighMark Wealth Management
Minnesota
$121K -$21.8K -90 -15%
AFS
1994
Annapolis Financial Services
Maryland
$120K – – –
DWA
1995
Dougherty Wealth Advisers
Minnesota
$120K – – –
MRCM
1996
M&R Capital Management
New Jersey
$119K +$24.2K +100 +25%
WWMSC
1997
Wagner Wealth Management (South Carolina)
South Carolina
$115K – – –
SAM
1998
S.A. Mason
Michigan
$114K -$2.42K -10 -2%
ONST
1999
Old North State Trust
North Carolina
$114K – – –
BFG
2000
Baron Financial Group
New Jersey
$113K -$9.67K -40 -8%
78 79
80
81 82