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Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1976
Signature Estate & Investment Advisors
California
$146K -$117K -1,226 -41%
AAC
1977
Asset Advisors Corp
Georgia
$145K -$2.37M -24,852 -93%
MFT
1978
Moisand Fitzgerald Tamayo
Florida
$145K -$3.25K -34 -2%
CRM
1979
Cramer Rosenthal McGlynn
Connecticut
$144K – – –
TFO
1980
Tarbox Family Office
California
$143K -$11.5K -120 -7%
AIS
1981
Accurate Investment Solutions
Pennsylvania
$142K -$2.33M -24,401 -93%
FMP
1982
Financial Management Professionals
Texas
$141K – – –
TCM
1983
TD Capital Management
Tennessee
$140K -$5.82K -61 -4%
WA
1984
Winfield Associates
Ohio
$137K +$67.5K +707 +76%
AC
1985
Avestar Capital
New York
$137K +$181K +1,895 New
CIA
1986
Cascade Investment Advisors
Oregon
$137K -$4.58K -48 -3%
PCP
1987
Proficio Capital Partners
Massachusetts
$133K -$45.4K -476 -23%
M
1988
MOTCO
Texas
$130K -$5.64M -59,068 -97%
APSP
1989
Asset Planning Services (Pennsylvania)
Pennsylvania
$130K -$93.3K -977 -39%
CCMW
1990
Cypress Capital Management (Wyoming)
Wyoming
$127K -$60.3K -632 -29%
PCFFS
1991
Pacific Center for Financial Services
California
$127K -$3.92K -41 -3%
RCWMU
1992
Rothschild & Co Wealth Management (UK)
United Kingdom
$126K – – –
FCT
1993
Family Capital Trust
Massachusetts
$124K -$3.22M -33,751 -96%
GRQ
1994
Gardner Russo & Quinn
Pennsylvania
$124K +$141K +1,477 New
ACM
1995
AUA Capital Management
Pennsylvania
$120K -$29.9K -313 -18%
CAL
1996
Capital Advisors Ltd
Ohio
$120K – – –
SPI
1997
Santori & Peters Inc
Pennsylvania
$120K +$160K +1,681 New
SAM
1998
Shamrock Asset Management
Texas
$119K -$412K -4,313 -75%
OFS
1999
Orrstown Financial Services
Pennsylvania
$116K -$9.17K -96 -6%
FWC
2000
First Washington Corp
Washington
$113K – – –
78 79
80
81 82