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Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1976
Global Assets Advisory
Florida
$134K +$128K +1,679 New
SFFS
1977
Stonehage Fleming Financial Services
Jersey
$132K +$136K +1,775 New
FFA
1978
Frazier Financial Advisors
Ohio
$130K – – –
FFC
1979
First Financial Corp
Indiana
$129K +$31.2K +409 +34%
UIA
1980
Ulland Investment Advisors
Minnesota
$128K – – –
BSB
1981
Bangor Savings Bank
Maine
$127K -$61.1K -800 -34%
GFL
1982
Granite FO LLC
New Hampshire
$121K – – –
SWM
1983
Sugarloaf Wealth Management
Georgia
$121K -$9.32K -122 -7%
TCA
1984
Trifecta Capital Advisors
Illinois
$120K -$840 -11 -0.7%
MWM
1985
Mascoma Wealth Management
New Hampshire
$119K – – –
FUBT
1986
First United Bank & Trust
Maryland
$117K – – –
NIMI
1987
Natixis Investment Managers International
France
$116K -$21.8K -285 -16%
BBPWM
1988
Blue Bell Private Wealth Management
Pennsylvania
$115K +$764 +10 +0.7%
EC
1989
EntryPoint Capital
New York
$111K +$59.8K +783 +128%
MHR
1990
Matthew Hamilton Rosenberg
$109K +$18K +236 +21%
IHWM
1991
Iron Horse Wealth Management
Iowa
$108K -$7.64K -100 -7%
CTA
1992
Colonial Trust Advisors
South Carolina
$108K -$7.26K -95 -7%
HNB
1993
Hilltop National Bank
Wyoming
$106K +$102K +1,333 New
OIAM
1994
OFI Invest Asset Management
France
$103K – – –
CTWM
1995
Cherry Tree Wealth Management
Minnesota
$103K – – –
DAM
1996
Delta Asset Management
Tennessee
$102K – – –
GCM
1997
Gables Capital Management
Florida
$102K -$4.81K -63 -5%
RWM
1998
Raffa Wealth Management
District of Columbia
$102K +$88.4K +1,157 +956%
TCM
1999
TD Capital Management
Tennessee
$101K – – –
FMB
2000
Field & Main Bank
Kentucky
$100K -$147K -1,925 -60%
78 79
80
81 82