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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1976
Hudock Inc
Pennsylvania
$70K -$11.5K -65 -13%
WWMSC
1977
Wagner Wealth Management (South Carolina)
South Carolina
$70K +$74.9K +424 New
RCG
1978
Rock Creek Group
District of Columbia
$69K -$26.7K -151 -26%
BIA
1979
Bell Investment Advisors
California
$69K +$74.4K +421 New
CDIA
1980
Capital Directions Investment Advisors
Georgia
$67K -$30.9K -175 -30%
VCM
1981
Vigilant Capital Management
Maine
$67K +$8.13K +46 +13%
WAM
1982
WFA Asset Management
Wisconsin
$66K – – –
JAM
1983
JCIC Asset Management
Ontario, Canada
$62K -$2.12K -12 -3%
CHC
1984
City Holding Co
West Virginia
$62K – – –
FA
1985
Fortis Advisors
Pennsylvania
$62K – – –
AAP
1986
Arax Advisory Partners
Colorado
$61K +$25.3K +143 +64%
LJHT
1987
Laurie J. Hall Trustee
$60K – – –
MHR
1988
Matthew Hamilton Rosenberg
$60K – – –
JFGIW
1989
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K +$2.3K +13 +4%
IFAM
1990
Institutional & Family Asset Management
Colorado
$58K -$6.18K -35 -9%
JWA
1991
JFS Wealth Advisors
Pennsylvania
$56K +$707 +4 +1%
ME
1992
McIlrath & Eck
Washington
$55K -$26.3K -149 -31%
CCA
1993
Column Capital Advisors
Indiana
$55K -$14.1K -80 -19%
ECM
1994
Estabrook Capital Management
New York
$54.6K – – –
HFA
1995
HC Financial Advisors
California
$53K – – –
HIM
1996
Hillsdale Investment Management
Ontario, Canada
$53K +$13.3K +75 +31%
KFP
1997
KB Financial Partners
New Jersey
$52K -$61.8K -350 -52%
CB
1998
Community Bank
New York
$52K -$24.7K -140 -31%
PHAM
1999
Portland Hill Asset Management
United Kingdom
$51K – – –
TIM
2000
Tortoise Investment Management
New York
$51K +$17.7K +100 +49%
78 79
80
81 82