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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1976
Clearwater Capital Advisors
Illinois
$320K +$30.6K +252 +11%
PTC
1977
Provident Trust Company
Wisconsin
$318K – – –
FWSM
1978
First Wilshire Securities Management
California
$317K – – –
EWM
1979
Elite Wealth Management
Washington
$315K -$72.8K -600 -19%
HCM
1980
Harvest Capital Management
New Hampshire
$314K -$40K -330 -11%
CIC
1981
Chase Investment Counsel
Virginia
$314K +$53.6K +442 +21%
EWA
1982
Exencial Wealth Advisors
Oklahoma
$313K -$14K -115 -4%
NWM
1983
Northwest Wealth Management
Iowa
$313K +$364 +3 +0.1%
I2I
1984
Insight 2811 Inc
Illinois
$312K – – –
PFC
1985
Poplar Forest Capital
California
$309K – – –
JCM
1986
Jag Capital Management
Missouri
$308K +$2.18K +18 +0.7%
BJ
1987
Brouwer & Janachowski
California
$306K – – –
FC
1988
FCA Corp
Texas
$306K – – –
FSA
1989
Financial Services Advisory
Maryland
$305K -$348K -2,866 -53%
AAP
1990
Arax Advisory Partners
Colorado
$305K -$101K -836 -25%
VBFG
1991
Vishria Bird Financial Group
Tennessee
$305K – – –
PC
1992
Peavine Capital
Nevada
$305K +$4.13K +34 +1%
CHA
1993
Carmichael Hill & Associates
Maryland
$303K -$29.7K -245 -9%
KC
1994
Kingfisher Capital
North Carolina
$303K -$9.46K -78 -3%
WA
1995
WESPAC Advisors
California
$303K +$300K +2,475 New
CWSR
1996
Chessman Wealth Strategies RIA
Texas
$303K +$301K +2,481 New
CRB
1997
Chad R. Baker
$302K – – –
GC
1998
Gibson Capital
Pennsylvania
$301K – – –
KA
1999
KLCM Advisors
Wisconsin
$300K +$21.4K +176 +8%
PFA
2000
Pathway Financial Advisors
Vermont
$296K – – –
78 79
80
81 82