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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1976
PrairieView Partners
Minnesota
$154K – – –
PP
1977
Pacifica Partners
Canada
$153K +$12.7K +60 +9%
GAM
1978
Gemmer Asset Management
California
$152K -$24.7K -117 -13%
VCM
1979
Versant Capital Management
Arizona
$152K – – –
TFGT
1980
TS Financial Group (TSFG)
Illinois
$152K +$2.11K +10 +1%
AIP
1981
Ahrens Investment Partners
Louisiana
$148K +$155K +735 New
TFM
1982
TFC Financial Management
Massachusetts
$146K -$22.8K -108 -13%
LTI
1983
Laffer Tengler Investments
Tennessee
$145K – – –
CMA
1984
Cedar Mountain Advisors
Oregon
$141K – – –
ETI
1985
Enterprise Trust & Investment
California
$141K – – –
ONST
1986
Old North State Trust
North Carolina
$141K +$47.3K +224 +47%
IRAG
1987
Investment Research & Advisory Group
Georgia
$140K +$147K +695 New
WPWM
1988
Western Pacific Wealth Management
Illinois
$140K +$148K +700 New
SAM
1989
S.A. Mason
Michigan
$136K +$42.3K +200 +42%
CBT
1990
CoreFirst Bank & Trust
Kansas
$133K -$181K -859 -57%
PVH
1991
Psagot Value Holdings
Israel
$131K -$65.1K -308 -32%
MAWCM
1992
Mine & Arao Wealth Creation & Management
California
$131K – – –
FFA
1993
Freedman Financial Associates
Massachusetts
$129K – – –
TC
1994
Truvestments Capital
Florida
$129K – – –
DWP
1995
Destiny Wealth Partners
Florida
$126K – – –
ACM
1996
Antonetti Capital Management
Florida
$125K -$131K -620 -50%
GC
1997
Gould Capital
Washington
$125K +$131K +620 New
ARMC
1998
American Research & Management Company
Massachusetts
$124K – – –
DAM
1999
Delta Asset Management
Tennessee
$124K +$5.28K +25 +4%
PGAM
2000
Princeton Global Asset Management
New Jersey
$120K -$6.34K -30 -5%
78 79
80
81 82