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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1976
RNC Capital Management
California
$296K +$291K +1,478 New
BWAM
1977
Boyd Watterson Asset Management
Ohio
$295K -$9.84K -50 -3%
RMAM
1978
Raab & Moskowitz Asset Management
New Jersey
$295K +$16.9K +86 +6%
UAG
1979
United Advisor Group
Ohio
$295K -$87.8K -446 -23%
JWM
1980
Jeppson Wealth Management
California
$295K – – –
CCB
1981
Cutter & Co Brokerage
Missouri
$294K +$4.92K +25 +2%
EGWAG
1982
Elwood & Goetz Wealth Advisory Group
Georgia
$294K – – –
TA
1983
TFG Advisers
Michigan
$294K +$4.53K +23 +2%
HPC
1984
Hobart Private Capital
North Carolina
$294K +$197 +1 +0.1%
PMSA
1985
Patrick M. Sweeney & Associates
Illinois
$293K – – –
CFD
1986
Creative Financial Designs
Indiana
$293K +$14.4K +73 +5%
PWM
1987
Palumbo Wealth Management
New York
$292K +$287K +1,461 New
FCCM
1988
First City Capital Management
Georgia
$292K -$28.1K -143 -9%
CG
1989
Corundum Group
Colorado
$292K +$287K +1,459 New
FFB
1990
First Financial Bankshares
Texas
$292K +$287K +1,457 New
EBA
1991
Eagle Bay Advisors
New York
$291K -$4.13K -21 -1%
COCM
1992
Charter Oak Capital Management
New Hampshire
$291K +$9.25K +47 +3%
AA
1993
Alesco Advisors
New York
$291K -$197 -1 -0.1%
HCWM
1994
Hidden Cove Wealth Management
Washington
$290K +$17.5K +89 +7%
CHP
1995
Cable Hill Partners
Oregon
$290K +$984 +5 +0.3%
WG
1996
Welch Group
Alabama
$290K +$286K +1,453 New
NRG
1997
Nemes Rush Group
Michigan
$290K -$3.15K -16 -1%
MCA
1998
MSH Capital Advisors
Arizona
$290K +$394 +2 +0.1%
EB
1999
Emprise Bank
Kansas
$289K – – –
PWM
2000
PBMares Wealth Management
Virginia
$289K +$39.4K +200 +16%
78 79
80
81 82