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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1976
Cookson Peirce & Co
Pennsylvania
$1.16M +$45.7K +262 +4%
DTC
1977
Davidson Trust Company
Washington
$1.16M -$66.7K -382 -6%
HVM
1978
Harvest Volatility Management
Connecticut
$1.16M -$233K -1,337 -17%
V
1979
ViaWealth
Kansas
$1.16M +$1.15M +6,600 New
EIM
1980
Essex Investment Management
Massachusetts
$1.15M -$174K -996 -13%
HH
1981
HWG Holdings
Texas
$1.15M +$871K +4,994 +353%
WCM
1982
Washburn Capital Management
Florida
$1.15M -$873 -5 -0.1%
WA
1983
Wealthstar Advisors
Texas
$1.15M -$31.9K -183 -3%
HCM
1984
Highview Capital Management
Illinois
$1.15M +$1.11M +6,383 New
CA
1985
Cambridge Advisors
Nebraska
$1.14M – – –
KP
1986
Keel Point
Alabama
$1.14M +$291K +1,668 +36%
MCM
1987
Manchester Capital Management
Vermont
$1.14M +$715K +4,098 +182%
EWM
1988
Executive Wealth Management
Michigan
$1.14M +$1.1M +6,330 New
FC
1989
Forte Capital
New York
$1.13M -$93.7K -537 -8%
CSB
1990
City State Bank
Iowa
$1.13M +$13.3K +76 +1%
FNBOSM
1991
First National Bank of South Miami
Florida
$1.13M -$15.7K -90 -1%
CIM
1992
CIM Investment Management
Pennsylvania
$1.13M -$30.7K -176 -3%
CBFP
1993
Cedar Brook Financial Partners
Ohio
$1.13M +$7.16K +41 +0.7%
WI
1994
WBI Investments
New Jersey
$1.13M +$1.1M +6,278 New
IIM
1995
InTrack Investment Management
Vermont
$1.13M +$1.1M +6,277 New
MA
1996
MBA Advisors
Pennsylvania
$1.13M -$62.6K -359 -5%
MPIA
1997
Mountain Pacific Investment Advisers
Idaho
$1.13M -$69.8K -400 -6%
WFA
1998
WestHill Financial Advisors
California
$1.12M -$234K -1,343 -18%
MA
1999
MONECO Advisors
Connecticut
$1.12M +$84.1K +482 +8%
LSA
2000
Lion Street Advisors
Texas
$1.12M +$524 +3 +0%
78 79
80
81 82