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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1976
Aries Wealth Management
Maine
$237K – – –
CAM
1977
Claret Asset Management
Quebec, Canada
$237K +$9.46K +85 +4%
CWA
1978
Clarus Wealth Advisors
Arizona
$237K +$12.4K +111 +6%
TFA
1979
Transamerica Financial Advisors
Florida
$236K -$13.5K -121 -6%
AIA
1980
AIMZ Investment Advisors
California
$236K +$1.78K +16 +0.8%
AC
1981
Allstate Corporation
Illinois
$236K +$225K +2,017 New
RP
1982
Reinhart Partners
Wisconsin
$234K -$267K -2,395 -54%
CM
1983
Castleark Management
Illinois
$234K – – –
PFA
1984
Pure Financial Advisors
California
$234K +$223K +2,001 New
MTC
1985
McDaniel Terry & Co
Texas
$232K – – –
AC
1986
Avestar Capital
New York
$231K +$11.7K +105 +5%
CGT
1987
Capital Guardian Trust
California
$230K -$257K -2,311 -54%
SNBOSD
1988
Security National Bank of So Dak
Iowa
$230K – – –
FLII
1989
First Long Island Investors
New York
$229K – – –
WA
1990
WealthTrust-Arizona
Arizona
$229K +$5.45K +49 +3%
AIFS
1991
A&I Financial Services
Colorado
$227K -$9.02K -81 -4%
VIM
1992
Veritas Investment Management
United Kingdom
$226K – – –
RTS
1993
Round Table Services
New Jersey
$224K +$213K +1,916 New
EIG
1994
Ellenbecker Investment Group
Wisconsin
$223K +$213K +1,911 New
IIM
1995
Intact Investment Management
Quebec, Canada
$222K -$434K -3,900 -67%
CFN
1996
Cordasco Financial Network
Florida
$222K +$1.11K +10 +0.5%
PGA
1997
Portland Global Advisors
Maine
$222K +$211K +1,900 New
BDWM
1998
Brewin Dolphin Wealth Management
Ireland
$221K +$44.5K +400 +27%
IWA
1999
Inspirion Wealth Advisors
Illinois
$221K +$210K +1,887 New
SHWM
2000
Smith & Howard Wealth Management
Georgia
$221K +$211K +1,892 New
78 79
80
81 82