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Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMU
1976
Lombard Odier Asset Management (USA)
New York
$1.2M +$739K +5,114 +140%
AWM
1977
Aberdeen Wealth Management
Illinois
$1.2M +$14.5K +100 +1%
CI
1978
Cavalier Investments
Georgia
$1.2M -$143K -991 -10%
WHC
1979
Wulff, Hansen & Co
California
$1.2M -$14.5K -100 -1%
NFG
1980
Nadler Financial Group
Illinois
$1.2M -$66.8K -462 -5%
BA
1981
Bridge Advisory
California
$1.2M -$12.4K -86 -1%
AA
1982
Apriem Advisors
California
$1.2M +$54.9K +380 +5%
PGWM
1983
Parisi Gray Wealth Management
New Jersey
$1.19M -$11.3K -78 -0.9%
GWMIA
1984
Global Wealth Management Investment Advisory
Florida
$1.19M +$102K +706 +9%
AAM
1985
Aureus Asset Management
Massachusetts
$1.19M – – –
KWS
1986
Keystone Wealth Services
California
$1.19M -$28.9K -200 -2%
WPC
1987
White Pine Capital
Minnesota
$1.19M +$40.5K +280 +3%
FAM
1988
Formidable Asset Management
Ohio
$1.18M -$6.79K -47 -0.5%
CS
1989
Cannell & Spears
New York
$1.18M +$235K +1,623 +23%
PK
1990
Pflug Koory
Nebraska
$1.18M -$71K -491 -5%
TCBWMS
1991
Texas Capital Bank Wealth Management Services
Texas
$1.18M -$7.52K -52 -0.6%
VW
1992
Vance Wealth
California
$1.18M -$25.3K -175 -2%
MAM
1993
Mystic Asset Management
Rhode Island
$1.18M +$177K +1,223 +17%
WGCA
1994
Wolf Group Capital Advisors
Virginia
$1.18M -$2.48M -17,132 -67%
HPWM
1995
Highland Private Wealth Management
Washington
$1.17M +$45.1K +312 +4%
IBOK
1996
Independence Bank of Kentucky
Kentucky
$1.17M +$162K +1,119 +15%
IIM
1997
Intact Investment Management
Quebec, Canada
$1.17M +$318K +2,200 +35%
SFG
1998
StrategIQ Financial Group
Indiana
$1.16M -$8.38K -58 -0.7%
HCP
1999
Holt Capital Partners
Texas
$1.16M +$2.17K +15 +0.2%
LA
2000
Latitude Advisors
Florida
$1.16M +$368K +2,548 +43%
78 79
80
81 82