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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1976
Meadowbrook Advisors Group
New Jersey
$1.55M -$703K -2,161 -33%
TC
1977
Trilogy Capital
California
$1.55M -$34.2K -105 -2%
SI
1978
Saxon Interests
Texas
$1.55M -$98.2K -302 -6%
SDWIA
1979
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.55M -$26K -80 -2%
IIM
1980
Ipswich Investment Management
Massachusetts
$1.54M +$26K +80 +2%
SSWM
1981
Sheets Smith Wealth Management
North Carolina
$1.54M -$2.74M -8,422 -66%
LA
1982
Lakeside Advisors
Washington
$1.54M – – –
CPC
1983
Congress Park Capital
New York
$1.54M +$185K +570 +15%
FCB
1984
First County Bank
Connecticut
$1.54M +$22.4K +69 +2%
HI
1985
Hudock Inc
Pennsylvania
$1.54M -$116K -358 -8%
AWA
1986
Acorn Wealth Advisors
Michigan
$1.54M +$35.8K +110 +3%
GC
1987
Gilbert & Cook
Iowa
$1.54M +$10.1K +31 +0.7%
CIA
1988
Cascade Investment Advisors
Oregon
$1.53M +$165K +508 +13%
AF
1989
Atala Financial
California
$1.53M -$9.76K -30 -0.7%
PE
1990
PCM Encore
Colorado
$1.53M -$492K -1,513 -26%
BWAM
1991
Boyd Watterson Asset Management
Ohio
$1.53M -$3.58K -11 -0.3%
GD
1992
Grandfield & Dodd
New York
$1.52M – – –
CF
1993
Centaurus Financial
California
$1.52M -$901K -2,770 -39%
RPCONE
1994
Retirement Planning Company of New England
Rhode Island
$1.52M +$18.5K +57 +1%
HHGA
1995
Halbert Hargrove Global Advisors
California
$1.52M -$64.7K -199 -4%
JDLA
1996
J. Derek Lewis & Associates
California
$1.52M -$9.76K -30 -0.7%
FFA
1997
Florida Financial Advisors
Florida
$1.52M -$55.3K -170 -4%
ALA
1998
Atlas Legacy Advisors
California
$1.52M +$49.1K +151 +4%
LCM
1999
LCM Capital Management
Illinois
$1.51M +$4.88K +15 +0.4%
VIM
2000
VELA Investment Management
Ohio
$1.51M +$119K +366 +9%
78 79
80
81 82