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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1976
LCNB Corp
Ohio
$291K +$6.2K +56 +3%
FCAS
1977
First Command Advisory Services
Texas
$290K +$25.1K +227 +12%
LJAC
1978
L.J. Altfest & Co
New York
$290K +$332 +3 +0.1%
FMN
1979
Financial Management Network
California
$290K -$84.7K -765 -25%
PB
1980
Prosperity Bancshares
Texas
$290K +$59.5K +537 +32%
DWAM
1981
Duncan Williams Asset Management
Tennessee
$290K -$19.4K -175 -7%
WA
1982
WBH Advisory
Maryland
$290K -$8.75K -79 -3%
SAM
1983
Summit Asset Management
Tennessee
$288K +$242K +2,185 New
GPI
1984
General Partner Inc
Pennsylvania
$288K -$5.54K -50 -2%
LIM
1985
Loudon Investment Management
New Hampshire
$288K – – –
WFMPM
1986
Woodley Farra Manion Portfolio Management
Indiana
$287K +$241K +2,176 New
LFGO
1987
Legacy Financial Group (Oklahoma)
Oklahoma
$287K – – –
TPBG
1988
Turning Point Benefit Group
Maryland
$286K +$7.2K +65 +3%
LC
1989
Lincoln Capital
Nebraska
$286K – – –
HI
1990
Hudock Inc
Pennsylvania
$286K -$11K -99 -4%
BIG
1991
Brookwood Investment Group
Arizona
$285K +$239K +2,162 New
PC
1992
Purewater Capital
Texas
$285K +$239K +2,159 New
PFM
1993
Phillips Financial Management
Indiana
$285K +$239K +2,158 New
EFG
1994
Ethos Financial Group
Pennsylvania
$284K +$238K +2,151 New
AIA
1995
AssuredPartners Investment Advisors
Florida
$284K +$239K +2,157 New
SIAG
1996
Safeguard Investment Advisory Group
California
$284K -$3.65K -33 -2%
NMCM
1997
Nicholson Meyer Capital Management
Missouri
$283K – – –
BCG
1998
Breakwater Capital Group
New Jersey
$283K +$1.11K +10 +0.5%
SAM
1999
Seelaus Asset Management
New Jersey
$282K +$237K +2,139 New
SSC
2000
Syverson Strege & Co
Iowa
$282K -$8.08K -73 -3%
78 79
80
81 82