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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1976
Needham Investment Management
New York
$290K – – –
NJBEST
1977
New Jersey Better Educational Savings Trust
New Jersey
$290K – – –
PAS
1978
Professional Advisory Services
Florida
$290K – – –
SCP
1979
Syntal Capital Partners
Texas
$290K +$111K +1,121 +39%
BIM
1980
Baldwin Investment Management
Pennsylvania
$289K -$32.1K -325 -8%
CG
1981
Corundum Group
Colorado
$289K -$889 -9 -0.2%
SHWM
1982
Silicon Hills Wealth Management
Texas
$288K +$392K +3,969 +56,700%
CHP
1983
Cable Hill Partners
Oregon
$287K -$61.5K -622 -14%
LFA
1984
Landmark Financial Advisors
Kentucky
$287K +$22.7K +230 +7%
MAM
1985
Madison Asset Management
Wisconsin
$286K -$20.9M -211,774 -98%
SWM
1986
Sugarloaf Wealth Management
Georgia
$286K -$520K -5,258 -57%
NCM
1987
Northwest Capital Management
Oregon
$286K -$13.4K -136 -3%
AIM
1988
Arcadia Investment Management
Michigan
$285K +$80.5K +815 +26%
FA
1989
Financial Advisors
Massachusetts
$284K – – –
WCF
1990
West Coast Financial
California
$283K -$341K -3,454 -47%
AIFAIM
1991
American Institute for Advanced Investment Management
Arizona
$282K +$14.3K +145 +4%
KF
1992
Krilogy Financial
Missouri
$282K +$26.5K +268 +7%
RAM
1993
Roanoke Asset Management
New Jersey
$282K +$27.2K +275 +8%
PWAP
1994
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$281K -$1.38M -13,995 -82%
AWM
1995
Atticus Wealth Management
Florida
$281K -$125K -1,261 -25%
GFP
1996
Gryphon Financial Partners
Ohio
$280K -$107K -1,086 -22%
TIA
1997
Tiemann Investment Advisors
California
$279K -$116K -1,178 -23%
AFP
1998
Ausdal Financial Partners
Iowa
$279K -$86.5K -875 -21%
FAT
1999
First American Trust
California
$278K -$64.2K -650 -14%
EIA
2000
Eldridge Investment Advisors
New Hampshire
$278K +$112K +1,129 +42%
78 79
80
81 82