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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1976
Jacksonville Wealth Management
Florida
$653K -$15K -144 -3%
IP
1977
Investment Partners
Ohio
$653K -$282K -2,714 -34%
CAS
1978
Coppell Advisory Solutions
Texas
$653K -$10.3K -99 -2%
MCWS
1979
McKinley Carter Wealth Services
West Virginia
$653K -$11.7K -113 -2%
AIIMS
1980
Analyst IMS Investment Management Services
Israel
$652K +$1.77K +17 +0.3%
FCM
1981
Fairbanks Capital Management
California
$652K -$9.66K -93 -2%
FHC
1982
First Heartland Consultants
Missouri
$651K -$60.5K -582 -10%
WIM
1983
Westside Investment Management
California
$651K +$11.8K +114 +2%
FAM
1984
Formidable Asset Management
Ohio
$651K -$6.23K -60 -0.9%
HAC
1985
Harbor Advisory Corp
New Hampshire
$651K -$275K -2,645 -34%
GHA
1986
GW Henssler & Associates
Georgia
$650K -$28.6K -275 -5%
LWM
1987
LJI Wealth Management
Indiana
$646K -$1.14K -11 -0.2%
TCWA
1988
Turtle Creek Wealth Advisors
Texas
$644K +$539K +5,191 New
TCM
1989
Triumph Capital Management
Colorado
$643K -$70.7K -680 -12%
TFG
1990
Taylor Financial Group
Virginia
$640K – – –
EA
1991
Everpar Advisors
Oklahoma
$640K +$16.7K +161 +3%
BBA
1992
BLB&B Advisors
Pennsylvania
$639K -$16K -154 -3%
UOTTAIMCU
1993
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$639K -$411K -3,952 -43%
CYG
1994
Clean Yield Group
Vermont
$639K -$40.4K -389 -7%
DGM
1995
Delta Global Management
New York
$638K -$2.11M -20,262 -80%
HCM
1996
Hutchinson Capital Management
California
$636K -$6.65K -64 -1%
RBWA
1997
RFG - Bristol Wealth Advisors
Massachusetts
$635K -$1.35K -13 -0.3%
AOWM
1998
Alpha Omega Wealth Management
Virginia
$635K -$935 -9 -0.2%
FCT
1999
First Community Trust
Iowa
$635K – – –
GFA
2000
Gallagher Fiduciary Advisors
Illinois
$634K +$27K +260 +5%
78 79
80
81 82