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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMM
1976
Piedmont Capital Management (Montana)
Montana
$887K -$110K -664 -10%
MCA
1977
Millennium Capital Advisors
Arkansas
$887K +$41.8K +253 +4%
RCG
1978
Rock Creek Group
District of Columbia
$884K +$121K +730 +14%
MAG
1979
Mayfair Advisory Group
Alabama
$883K +$19.2K +116 +2%
CWA
1980
Consilium Wealth Advisory
Texas
$882K +$10.7K +65 +1%
SOS
1981
Silver Oak Securities
Tennessee
$881K +$79.3K +480 +9%
WAL
1982
W Advisors LLC
Tennessee
$879K +$5.95K +36 +0.6%
FHC
1983
First Heartland Consultants
Missouri
$879K +$251K +1,519 +33%
IGGA
1984
Iron Gate Global Advisors
Utah
$875K -$15.4K -93 -2%
SMA
1985
Sage Mountain Advisors
Georgia
$875K +$435K +2,632 +77%
HFM
1986
Harvest Fund Management
China
$873K -$224K -1,358 -18%
MA
1987
MBA Advisors
Pennsylvania
$872K -$16K -97 -2%
MPW
1988
Monterey Private Wealth
California
$872K +$28.4K +172 +3%
SFP
1989
Sandbox Financial Partners
Maryland
$870K +$18.8K +114 +2%
JGUA
1990
John G. Ullman & Associates
New York
$869K – – –
PAWC
1991
P.A.W. Capital
Connecticut
$869K – – –
BCMLT
1992
Beacon Capital Management LLC (Tennessee)
Tennessee
$868K – – –
LWMM
1993
Legacy Wealth Management (Mississippi)
Mississippi
$867K -$20.7K -125 -2%
HI
1994
Hoey Investments
Pennsylvania
$867K +$731K +4,424 +283%
WCA
1995
Westover Capital Advisors
Delaware
$866K – – –
FMP
1996
Financial Management Professionals
Texas
$863K +$43.1K +261 +5%
WA
1997
WESPAC Advisors
California
$862K +$689K +4,170 +234%
DTC
1998
Davidson Trust Company
Washington
$857K -$160K -965 -14%
XS
1999
XR Securities
Illinois
$856K +$174K +1,055 +22%
BWCS
2000
Beirne Wealth Consulting Services
Connecticut
$855K +$22K +133 +2%
78 79
80
81 82