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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
1976
Spectrum Asset Management (California)
California
$212K +$196K +1,391 New
NIC
1977
Northwest Investment Counselors
Oregon
$212K +$197K +1,393 New
EHWM
1978
Eads & Heald Wealth Management
Georgia
$211K -$2.82K -20 -1%
BRF
1979
B. Riley Financial
California
$207K +$282 +2 +0.1%
BWM
1980
Baystate Wealth Management
Massachusetts
$206K +$191K +1,351 New
WA
1981
Winfield Associates
Ohio
$205K +$43.9K +311 +30%
RPGK
1982
Retirement Planning Group (Kansas)
Kansas
$204K +$189K +1,336 New
CP
1983
Corbenic Partners
Pennsylvania
$201K -$52.1K -369 -22%
KIM
1984
Karpus Investment Management
New York
$201K +$186K +1,317 New
SHJ
1985
Sharkey, Howes & Javer
Colorado
$194K -$11.7K -83 -6%
DPA
1986
Delphi Private Advisors
California
$193K -$9.6K -68 -5%
BC
1987
Barnett & Company
Tennessee
$190K -$15.1K -107 -8%
UFA
1988
US Financial Advisors
Massachusetts
$189K -$101K -714 -37%
JIR
1989
James Investment Research
Ohio
$181K – – –
CFN
1990
Cordasco Financial Network
Florida
$178K -$5.08K -36 -3%
CFG
1991
CKW Financial Group
Hawaii
$178K – – –
RFWA
1992
RPg Family Wealth Advisory
Massachusetts
$166K +$26.5K +188 +21%
SMG
1993
Spectrum Management Group
Indiana
$165K +$146K +1,036 +2,072%
RS
1994
Robeco Schweiz
Switzerland
$162K – – –
PFO
1995
Pathstone Family Office
New Jersey
$162K +$146K +1,035 +3,136%
PWM
1996
Perigon Wealth Management
California
$159K -$3.19M -22,617 -96%
CWM
1997
Cranbrook Wealth Management
Michigan
$158K – – –
DMK
1998
David M. Knott
$149K – – –
KKAMG
1999
Kernodle & Katon Asset Management Group
Arkansas
$147K +$13K +92 +11%
CHP
2000
Cable Hill Partners
Oregon
$142K +$11.4K +81 +10%
78 79
80
81 82