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Name Holding Trade Value Shares
Change 		Change in
Stake
KOCAA
1976
Knights of Columbus Asset Advisors
Connecticut
$725K +$332K +2,500 +93%
WCM
1977
Windsor Capital Management
Arizona
$724K +$7.69K +58 +1%
PCMC
1978
Paragon Capital Management (Colorado)
Colorado
$723K – – –
TSS
1979
Two Sigma Securities
New York
$722K -$1.94M -14,635 -74%
PAM
1980
Premier Asset Management
Illinois
$722K – – –
MA
1981
MCF Advisors
Kentucky
$716K – – –
BWM
1982
BerganKDV Wealth Management
Minnesota
$715K -$3.32K -25 -0.5%
DDC
1983
DF Dent & Co
Maryland
$713K -$13.9K -105 -2%
RW
1984
RVW Wealth
California
$707K -$11.8K -89 -2%
NS
1985
NewDay Solutions
New Hampshire
$707K +$662K +4,988 New
GSC
1986
G&S Capital
Colorado
$704K +$642K +4,844 +2,422%
AMCA
1987
Arthur M. Cohen & Associates
Illinois
$703K +$16.6K +125 +3%
GLI
1988
Guardian Life Insurance
New York
$701K -$96.7K -729 -13%
HR
1989
Hardy Reed
Mississippi
$699K -$15.4K -116 -2%
SC
1990
Skylands Capital
Wisconsin
$698K -$398K -3,000 -38%
PL
1991
Plancorp LLC
Missouri
$698K +$12.9K +97 +2%
SMC
1992
S. Muoio & Co
New York
$695K -$66.3K -500 -9%
B
1993
Bridgeworth
Alabama
$694K -$15.8K -119 -2%
JF
1994
JSF Financial
California
$693K +$68.3K +515 +12%
HPWM
1995
Highland Private Wealth Management
Washington
$692K +$14.5K +109 +2%
LDFR
1996
Lehman & Derafelo Financial Resources
Pennsylvania
$691K +$53K +400 +9%
IA
1997
Independence Advisors
Pennsylvania
$691K +$58.9K +444 +10%
HFM
1998
Harvest Fund Management
China
$690K +$111K +837 +20%
SIAP
1999
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$688K – – –
FCB
2000
First Command Bank
Texas
$688K +$85.9K +648 +15%
78 79
80
81 82