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COP

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
1976
First Command Advisory Services
Texas
$161K -$5.48K -58 -3%
FFC
1977
First Financial Corp
Indiana
$160K – – –
TWM
1978
Tripletail Wealth Management
Florida
$158K +$158K +1,668 New
PB
1979
Pinnacle Bancorp
Nebraska
$157K -$4.54K -48 -3%
IRC
1980
Investors Research Corp
Georgia
$157K – – –
CAL
1981
Capital Advisors Ltd
Ohio
$154K -$473 -5 -0.3%
NC
1982
North Capital
Utah
$152K -$284 -3 -0.2%
MCM
1983
Manchester Capital Management
Vermont
$150K -$34.4K -364 -19%
CSC
1984
Caldwell Sutter Capital
California
$146K – – –
FDCP
1985
Foster Dykema Cabot & Partners
Massachusetts
$145K – – –
JWM
1986
JPL Wealth Management
Colorado
$145K +$145K +1,529 New
AF
1987
Alerus Financial
North Dakota
$144K +$56.7K +600 +65%
TFGT
1988
TS Financial Group (TSFG)
Illinois
$144K – – –
WIM
1989
Westside Investment Management
California
$142K – – –
BCFD
1990
Boit C.F. David
$142K – – –
BCM
1991
Blume Capital Management
California
$142K -$3.78K -40 -3%
PP
1992
Pacifica Partners
Canada
$141K -$95 -1 -0.1%
CPG
1993
Cornerstone Planning Group
New Jersey
$141K +$51.5K +545 +52%
IWM
1994
IMG Wealth Management
Florida
$141K – – –
SS
1995
SBI Securities
Japan
$139K -$17.5K -185 -11%
TTIC
1996
Tower Trust & Investment Company
Iowa
$138K – – –
FFO
1997
Fortitude Family Office
Arizona
$137K +$1.42K +15 +1%
WAS
1998
Winch Advisory Services
Wisconsin
$134K +$945 +10 +0.7%
KTC
1999
Kentucky Trust Company
Kentucky
$133K -$9.45K -100 -7%
BGAI
2000
Bruce G. Allen Investments
Colorado
$131K +$6.05K +64 +5%
78 79
80
81 82