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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1976
Plante Moran Financial Advisors
Michigan
$164K +$23.1K +257 +16%
PP
1977
PFS Partners
New Jersey
$163K +$990 +11 +0.6%
HB
1978
Horizon Bancorp
Indiana
$162K +$135K +1,500 +487%
BOJHT
1979
Bank of Jackson Hole Trust
Wyoming
$162K +$22K +245 +16%
BHWM
1980
Beaird Harris Wealth Management
Texas
$160K -$155K -1,725 -49%
FCAS
1981
First Command Advisory Services
Texas
$158K +$14.5K +161 +10%
CM
1982
Capula Management
Cayman Islands
$156K +$29K +322 +23%
BI
1983
Binnacle Investments
Iowa
$156K -$3.96K -44 -2%
USB
1984
Union Savings Bank
Connecticut
$153K -$5.22K -58 -3%
PB
1985
Pinnacle Bancorp
Nebraska
$153K -$180 -2 -0.1%
FFC
1986
First Financial Corp
Indiana
$152K – – –
OCM
1987
Osterweis Capital Management
California
$151K +$152K +1,686 New
IRC
1988
Investors Research Corp
Georgia
$149K – – –
SS
1989
SBI Securities
Japan
$148K +$11.5K +128 +8%
CAL
1990
Capital Advisors Ltd
Ohio
$147K +$24.2K +269 +20%
PPC
1991
Park Place Capital
Alabama
$147K -$6.21K -69 -4%
NC
1992
North Capital
Utah
$144K -$11.6K -129 -7%
CSC
1993
Caldwell Sutter Capital
California
$138K -$5.31K -59 -4%
BCM
1994
Blume Capital Management
California
$138K -$270 -3 -0.2%
FDCP
1995
Foster Dykema Cabot & Partners
Massachusetts
$138K – – –
CIAM
1996
Caitong International Asset Management
Hong Kong
$137K +$134K +1,493 +4,035%
TFGT
1997
TS Financial Group (TSFG)
Illinois
$136K +$90 +1 +0.1%
WIM
1998
Westside Investment Management
California
$136K – – –
KTC
1999
Kentucky Trust Company
Kentucky
$135K – – –
MCI
2000
MRP Capital Investments
Georgia
$135K -$47.2K -525 -26%
78 79
80
81 82