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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1976
Arcadia Investment Management
Michigan
$350K – – –
AWM
1977
Atticus Wealth Management
Florida
$349K +$2.87K +32 +0.8%
BDF
1978
Balasa Dinverno & Foltz
$348K -$45.5K -508 -12%
AIC
1979
Argus Investors Counsel
New York
$348K +$58.2K +650 +20%
AIFAIM
1980
American Institute for Advanced Investment Management
Arizona
$347K – – –
FAT
1981
First American Trust
California
$347K +$5.19K +58 +2%
DDC
1982
DF Dent & Co
Maryland
$345K -$78.4K -876 -18%
SFI
1983
SPC Financial Inc
Maryland
$345K -$28.6K -319 -8%
SWM
1984
Sugarloaf Wealth Management
Georgia
$345K -$6.89K -77 -2%
EIA
1985
Eldridge Investment Advisors
New Hampshire
$344K +$1.16K +13 +0.3%
TW
1986
Towerpoint Wealth
California
$343K -$17.9K -200 -5%
PV
1987
Private Vista
Illinois
$342K -$366K -4,085 -52%
ACM
1988
Anfield Capital Management
California
$340K -$17.9K -200 -5%
CG
1989
Corundum Group
Colorado
$339K -$16.3K -182 -5%
WMC
1990
Westwood Management Corporation
Illinois
$339K – – –
NFG
1991
Nations Financial Group
Iowa
$339K +$16K +179 +5%
EIG
1992
Ellenbecker Investment Group
Wisconsin
$338K +$38.8K +433 +13%
APG
1993
Abacus Planning Group
South Carolina
$338K +$43K +480 +15%
KFP
1994
KMG Fiduciary Partners
Ohio
$335K +$337K +3,759 New
SB
1995
Sunflower Bank
Texas
$335K +$337K +3,765 New
BL
1996
Balentine LLC
Georgia
$334K -$63.2K -706 -16%
DI
1997
DFPG Investments
Utah
$334K -$269 -3 -0.1%
BIA
1998
Bigelow Investment Advisors
Maine
$333K -$92.8K -1,036 -22%
TA
1999
Trellis Advisors
Washington
$332K -$50.5K -564 -13%
IWAG
2000
Integer Wealth Advisors Group
Georgia
$331K – – –
78 79
80
81 82