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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1976
Madrona Financial Services
Washington
$364K – – –
GBT
1977
Grove Bank & Trust
Florida
$363K +$57.2K +1,251 +18%
BCM
1978
Bienville Capital Management
New York
$363K +$190K +4,150 +98%
CAM
1979
Cozad Asset Management
Illinois
$362K -$10.6K -232 -3%
BCM
1980
Brown Capital Management
Maryland
$361K – – –
WCM
1981
Whitener Capital Management
North Carolina
$360K -$6.86K -150 -2%
BP
1982
Broadleaf Partners
Ohio
$360K +$22.9K +500 +6%
FBT
1983
First Bank & Trust
South Dakota
$359K +$12.9K +283 +4%
NQWM
1984
Northwest Quadrant Wealth Management
Oregon
$356K -$9.65K -211 -3%
HR
1985
Howe & Rusling
New York
$356K +$6.68K +146 +2%
KF
1986
Krilogy Financial
Missouri
$355K -$23.6K -515 -6%
TFF
1987
The Family Firm
Maryland
$354K -$69.7K -1,524 -16%
FFG
1988
Ford Financial Group
California
$354K +$374K +8,180 New
CA
1989
Cornerstone Advisory
Maryland
$352K +$19.5K +427 +6%
CCM
1990
Community Capital Management
Florida
$352K +$372K +8,125 New
NEPWA
1991
New England Private Wealth Advisors
Massachusetts
$351K -$75.1K -1,641 -17%
VCM
1992
Vivaldi Capital Management
Illinois
$350K +$6.04K +132 +2%
XWM
1993
Xcel Wealth Management
Florida
$349K +$370K +8,076 New
CHAM
1994
Clear Harbor Asset Management
Connecticut
$348K +$98.2K +2,147 +37%
CCA
1995
Clearwater Capital Advisors
Illinois
$347K +$55.9K +1,222 +18%
LWA
1996
Lenox Wealth Advisors
New York
$346K -$183 -4 -0.1%
NAMP
1997
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$344K -$8.46K -185 -2%
UC
1998
Unio Capital
New Jersey
$344K +$97.1K +2,121 +37%
JF
1999
JSF Financial
California
$344K +$364K +7,946 New
AWP
2000
Ascent Wealth Partners
New York
$343K +$160K +3,500 +79%
78 79
80
81 82