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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1976
TCI Wealth Advisors
Arizona
$200K +$209K +1,901 New
CIA
1977
Cape Investment Advisory
Georgia
$195K +$30.2K +275 +17%
PFSC
1978
Peoples Financial Services Corp
Pennsylvania
$194K -$275K -2,500 -58%
FPFS
1979
First Personal Financial Services
North Carolina
$193K +$330 +3 +0.2%
TLA
1980
Tanglewood Legacy Advisors
Texas
$190K -$79.5K -724 -29%
OC
1981
Oarsman Capital
Wisconsin
$189K -$3.73K -34 -2%
PS
1982
Planned Solutions
California
$188K – – –
SOS
1983
Silver Oak Securities
Tennessee
$186K +$1.21K +11 +0.6%
PP
1984
PFS Partners
New Jersey
$183K +$879 +8 +0.5%
AIM
1985
Acropolis Investment Management
Missouri
$181K – – –
JSAM
1986
J. Safra Asset Management
New York
$181K – – –
HGERS
1987
Householder Group Estate & Retirement Specialist
Arizona
$181K +$80.1K +729 +73%
OIA
1988
Optimum Investment Advisors
Illinois
$179K – – –
CCC
1989
Chelsea Counsel Company
California
$177K – – –
TC
1990
Trust Company
Kansas
$176K +$112K +1,022 +157%
IRC
1991
Investors Research Corp
Georgia
$175K – – –
HCA
1992
Harbor Capital Advisors
Illinois
$174K +$27.8K +253 +18%
TIM
1993
Tortoise Investment Management
New York
$168K -$439 -4 -0.3%
SOW
1994
State of Wyoming
Wyoming
$166K +$91.4K +832 +112%
HIM
1995
Hillsdale Investment Management
Ontario, Canada
$166K -$139K -1,267 -45%
BCFD
1996
Boit C.F. David
$166K – – –
GWP
1997
Gen-Wealth Partners
Michigan
$165K -$82.2K -748 -32%
FDCP
1998
Foster Dykema Cabot & Partners
Massachusetts
$165K +$20.6K +188 +14%
PB
1999
Pinnacle Bancorp
Nebraska
$165K +$7.36K +67 +4%
XC
2000
XY Capital
Hong Kong
$165K +$172K +1,566 New
78 79
80
81 82