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Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1976
Bingham Osborn & Scarborough
California
$224K -$39.8K -831 -16%
LDFR
1977
Lehman & Derafelo Financial Resources
Pennsylvania
$224K -$2.3K -48 -1%
IHL
1978
Investment House LLC
California
$223K +$204K +4,262 New
LRIA
1979
Leonard Rickey Investment Advisors
Washington
$223K +$204K +4,263 New
HCM
1980
Hillman Capital Management
Maryland
$222K +$203K +4,229 New
SQA
1981
Simon Quick Advisors
New Jersey
$221K +$8.86K +185 +5%
WIC
1982
Woodmont Investment Counsel
Tennessee
$221K +$202K +4,220 New
PWA
1983
Providence Wealth Advisors
Illinois
$221K +$206K +4,308 New
RDWM
1984
Red Door Wealth Management
Tennessee
$220K +$201K +4,194 New
MTIM
1985
Marathon Trading Investment Management
Pennsylvania
$220K +$201K +4,200 New
SBF
1986
Sara-Bay Financial
Florida
$220K +$201K +4,202 New
HCM
1987
HMS Capital Management
Tennessee
$219K -$24.7K -516 -11%
EM
1988
Excalibur Management
Massachusetts
$219K +$200K +4,180 New
ACA
1989
Affinity Capital Advisors
California
$218K +$199K +4,154 New
CG
1990
Clarus Group
Texas
$217K +$196K +4,083 New
PFA
1991
Pathway Financial Advisors
Vermont
$217K +$198K +4,124 New
JFS
1992
JD Financial Services
Pennsylvania
$217K +$198K +4,134 New
DTL
1993
Dynamic Technology Lab
Singapore
$217K +$198K +4,135 New
SAM
1994
Seelaus Asset Management
New Jersey
$217K +$199K +4,147 New
ACA
1995
Ackerman Capital Advisors
Texas
$217K +$199K +4,150 New
IFG
1996
Investors Financial Group
Minnesota
$216K -$15.2K -317 -7%
BWM
1997
BT Wealth Management
Georgia
$216K +$197K +4,116 New
HG
1998
Harbor Group
New Hampshire
$216K +$206K +4,308 New
CAM
1999
CenterStar Asset Management
Illinois
$215K – – –
JFA
2000
JNBA Financial Advisors
Minnesota
$215K +$11.8K +246 +6%
78 79
80
81 82