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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1976
Osterweis Capital Management
California
$456K -$12.4K -105 -3%
OCM
1977
Orser Capital Management
Texas
$456K +$37.5K +317 +9%
FIA
1978
Foundations Investment Advisors
Arizona
$454K +$118 +1 +0%
PAM
1979
PVG Asset Management
Colorado
$454K +$592 +5 +0.1%
LIM
1980
Loudon Investment Management
New Hampshire
$451K – – –
WKWM
1981
Walter & Keenan Wealth Management
Indiana
$450K -$55.7K -471 -11%
PSG
1982
Planning Solutions Group
Maryland
$448K -$167K -1,408 -28%
VIM
1983
Vista Investment Management
Pennsylvania
$447K +$88K +744 +26%
SGK
1984
Steigerwald Gordon & Koch
Virginia
$445K +$5.68K +48 +1%
SCA
1985
Sage Capital Advisors
South Dakota
$444K +$427K +3,606 New
ERIM
1986
Eagle Ridge Investment Management
Connecticut
$443K -$56.2K -475 -12%
SRC
1987
Sage Rhino Capital
California
$443K +$425K +3,596 New
SG
1988
StoneX Group
New York
$442K +$120K +1,016 +39%
NCM
1989
Noesis Capital Mangement
Florida
$440K -$4.5K -38 -1%
LA
1990
LexAurum Advisors
Kansas
$437K -$11.4K -96 -3%
WMA
1991
Wealth Management Associates
New Jersey
$436K -$1.66K -14 -0.4%
SIA
1992
Starfire Investment Advisers
Michigan
$434K – – –
FHC
1993
First Heartland Consultants
Missouri
$433K +$62.1K +525 +18%
SIM
1994
SSI Investment Management
California
$431K -$1.3K -11 -0.3%
TIM
1995
Tortoise Investment Management
New York
$431K – – –
MSA
1996
Marino Stram & Associates
Massachusetts
$430K -$10.9K -92 -3%
BHWM
1997
Bay Harbor Wealth Management
Maryland
$430K +$473 +4 +0.1%
ACA
1998
Anchor Capital Advisors
Massachusetts
$428K -$27.2K -230 -6%
IGGA
1999
Iron Gate Global Advisors
Utah
$428K +$15K +127 +4%
JLBC
2000
J.L. Bainbridge & Co
Florida
$426K -$216K -1,823 -34%
78 79
80
81 82