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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1976
Boltwood Capital Management
California
$517K -$33.1K -600 -6%
UF
1977
Univest Financial
Pennsylvania
$516K -$31.1K -564 -6%
WPC
1978
Waters Parkerson & Co
Louisiana
$516K +$2.04K +37 +0.4%
NEPWA
1979
New England Private Wealth Advisors
Massachusetts
$514K +$29.2K +528 +6%
MWM
1980
Modera Wealth Management
New Jersey
$514K +$73.8K +1,337 +17%
ICM
1981
IMS Capital Management
Oregon
$513K +$13.9K +252 +3%
HWA
1982
HHM Wealth Advisors
Tennessee
$513K +$156K +2,827 +43%
GC
1983
Gilbert & Cook
Iowa
$512K +$9.33K +169 +2%
PAS
1984
Partnervest Advisory Services
California
$511K -$29.5K -534 -5%
DAM
1985
Delta Asset Management
Tennessee
$511K -$18.2K -330 -3%
FFG
1986
Ford Financial Group
California
$509K +$12K +218 +2%
BCM
1987
Blume Capital Management
California
$507K – – –
FAT
1988
First American Trust
California
$507K +$103K +1,858 +25%
DCM
1989
Dimension Capital Management
Florida
$505K -$145K -2,621 -22%
SIAP
1990
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$505K +$221 +4 +0%
POIA
1991
Pin Oak Investment Advisors
Texas
$504K +$42K +760 +9%
NAMP
1992
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$502K -$41.4K -750 -8%
CAM
1993
Cacti Asset Management
Georgia
$502K – – –
CAM
1994
Cozad Asset Management
Illinois
$501K +$10.2K +185 +2%
CNB
1995
Camden National Bank
Maine
$500K -$5.52K -100 -1%
SAA
1996
Southeast Asset Advisors
Georgia
$500K +$22.3K +403 +5%
CBFP
1997
Cedar Brook Financial Partners
Ohio
$497K -$39.7K -718 -7%
FFC
1998
First Financial Corp
Indiana
$497K -$5.52K -100 -1%
PHK
1999
Point72 Hong Kong
Hong Kong
$497K +$501K +9,073 New
PCM
2000
Perritt Capital Management
Illinois
$490K – – –
78 79
80
81 82