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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1976
Security Asset Management
New York
$496K -$85.5K -2,080 -16%
BCP
1977
Berkeley Capital Partners
Georgia
$496K -$39.5K -960 -8%
PIM
1978
Profit Investment Management
Maryland
$494K -$1.05M -25,593 -70%
MPW
1979
MA Private Wealth
California
$494K +$2.34K +57 +0.5%
RCG
1980
Rock Creek Group
District of Columbia
$493K -$154K -3,758 -25%
PFWA
1981
Paces Ferry Wealth Advisors
Georgia
$492K -$82.9K -2,018 -16%
AMM
1982
American Money Management
California
$492K -$3.7K -90 -0.8%
DAM
1983
Delta Asset Management
Tennessee
$492K +$18.2K +442 +4%
FC
1984
Ferris Capital
Massachusetts
$491K +$40.2K +979 +10%
JMFC
1985
J.M. Forbes & Co
Massachusetts
$490K -$3.7K -90 -0.8%
VC
1986
Veracity Capital
Georgia
$490K +$12.9K +315 +3%
PCMM
1987
Piedmont Capital Management (Montana)
Montana
$486K +$446K +10,853 New
SWMG
1988
Strategic Wealth Management Group
Maryland
$485K -$15.7K -383 -3%
CWM
1989
Centric Wealth Management
Illinois
$482K -$218K -5,299 -33%
WFM
1990
Wolff Financial Management
Michigan
$482K – – –
BEI
1991
Benjamin Edwards Inc
Missouri
$480K -$97.9K -2,383 -18%
SLF
1992
Sun Life Financial
Ontario, Canada
$480K -$1.81K -44 -0.4%
PIA
1993
Powell Investment Advisors
Florida
$480K – – –
NFG
1994
Nadler Financial Group
Illinois
$480K +$3.29K +80 +0.8%
PI
1995
Pettee Investors
Connecticut
$480K +$16.4K +400 +4%
MPW
1996
Monterey Private Wealth
California
$478K +$616 +15 +0.1%
PA
1997
Parkside Advisors
California
$477K +$75.7K +1,841 +21%
FPF
1998
First Pacific Financial
Washington
$476K +$437K +10,631 New
CG
1999
Clarus Group
Texas
$475K +$413K +10,041 New
AWG
2000
Altus Wealth Group
Colorado
$475K +$436K +10,621 New
78 79
80
81 82