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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1976
Strategic Financial Partners
Oregon
$201K – – –
AB
1977
Atlas Brown
Kentucky
$201K +$879 +8 +0.4%
TWA
1978
TCI Wealth Advisors
Arizona
$200K +$209K +1,901 New
CIA
1979
Cape Investment Advisory
Georgia
$195K +$30.2K +275 +17%
PFSC
1980
Peoples Financial Services Corp
Pennsylvania
$194K -$275K -2,500 -58%
FPFS
1981
First Personal Financial Services
North Carolina
$193K +$330 +3 +0.2%
TLA
1982
Tanglewood Legacy Advisors
Texas
$190K -$79.5K -724 -29%
OC
1983
Oarsman Capital
Wisconsin
$189K -$3.73K -34 -2%
PS
1984
Planned Solutions
California
$188K – – –
SOS
1985
Silver Oak Securities
Tennessee
$186K +$1.21K +11 +0.6%
PP
1986
PFS Partners
New Jersey
$183K +$879 +8 +0.5%
AIM
1987
Acropolis Investment Management
Missouri
$181K – – –
JSAM
1988
J. Safra Asset Management
New York
$181K – – –
HGERS
1989
Householder Group Estate & Retirement Specialist
Arizona
$181K +$80.1K +729 +73%
OIA
1990
Optimum Investment Advisors
Illinois
$179K – – –
CCC
1991
Chelsea Counsel Company
California
$177K – – –
TC
1992
Trust Company
Kansas
$176K +$112K +1,022 +157%
IRC
1993
Investors Research Corp
Georgia
$175K – – –
HCA
1994
Harbor Capital Advisors
Illinois
$174K +$27.8K +253 +18%
TIM
1995
Tortoise Investment Management
New York
$168K -$439 -4 -0.3%
SOW
1996
State of Wyoming
Wyoming
$166K +$91.4K +832 +112%
HIM
1997
Hillsdale Investment Management
Ontario, Canada
$166K -$139K -1,267 -45%
BCFD
1998
Boit C.F. David
$166K – – –
GWP
1999
Gen-Wealth Partners
Michigan
$165K -$82.2K -748 -32%
FDCP
2000
Foster Dykema Cabot & Partners
Massachusetts
$165K +$20.6K +188 +14%
78 79
80
81 82