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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1976
Marietta Wealth Management
Georgia
– -$145K -2,221 Closed
CCA
1977
Conservest Capital Advisors
Pennsylvania
– -$143K -2,192 Closed
DPI
1978
Diversified Portfolios Inc
Michigan
– -$142K -2,179 Closed
PA
1979
PFG Advisors
Arizona
– -$140K -2,143 Closed
CW
1980
CreativeOne Wealth
Kansas
– -$140K -2,140 Closed
CHA
1981
Cooper/Haims Advisors
New York
– -$138K -2,121 Closed
PHAM
1982
Palisades Hudson Asset Management
Florida
– -$138K -2,117 Closed
BPCE
1983
Bank Pictet & Cie (Europe)
Germany
– -$137K -2,096 Closed
PCMF
1984
Private Capital Management (Florida)
Florida
– -$136K -2,087 Closed
WG
1985
Welch Group
Alabama
– -$109K -1,669 Closed
MBT
1986
Monroe Bank & Trust
Michigan
– -$92K -1,418 Closed
BCA
1987
Bay Colony Advisors
Massachusetts
– -$79K -1,215 Closed
PFA
1988
Pathway Financial Advisors
Vermont
– -$72K -1,097 Closed
CI
1989
CAZ Investments
Texas
– -$68K -1,043 Closed
PCM
1990
Prelude Capital Management
New York
– -$63.6K -1,031 Closed
TCM
1991
Tributary Capital Management
Nebraska
– -$29K -443 Closed
T2I
1992
Turim 21 Investimentos
Brazil
– -$21.9K -355 Closed
JAM
1993
Jolley Asset Management
North Carolina
– -$21K -329 Closed
PCMK
1994
Paragon Capital Management (Kansas)
Kansas
– -$229K -245 Closed
KCPG
1995
Kavar Capital Partners Group
Kansas
– -$15K -230 Closed
TIM
1996
Thornburg Investment Management
New Mexico
– -$15K -230 Closed
SHJ
1997
Sharkey, Howes & Javer
Colorado
– -$10.3K -167 -94%
KC
1998
KHP Capital
Oklahoma
– -$10K -146 Closed
CFC
1999
Coyle Financial Counsel
Illinois
– -$9K -137 Closed
AIM
2000
Artemis Investment Management
United Kingdom
– -$7K -104 Closed
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