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Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
1976
Sand Hill Global Advisors
California
$348K -$97.1K -487 -23%
OMC
1977
Overbrook Management Corp
New York
$348K – – –
TSWM
1978
Triangle Securities Wealth Management
North Carolina
$347K -$12.6K -63 -4%
SSWM
1979
Smith Salley Wealth Management
North Carolina
$347K +$39.9K +200 +14%
W
1980
Wealthquest
Ohio
$346K -$32.5K -163 -9%
RIS
1981
Retirement Income Solutions
Michigan
$346K – – –
PP
1982
PDS Planning
Ohio
$346K +$37.9K +190 +13%
SICM
1983
Sustainable Insight Capital Management
New York
$345K -$1.8M -9,000 -84%
SCP
1984
Seizert Capital Partners
Michigan
$345K – – –
TC
1985
Truvestments Capital
Florida
$343K +$140K +704 +75%
ZCM
1986
Zebra Capital Management
Connecticut
$341K -$70K -351 -18%
ACP
1987
Arcus Capital Partners
Georgia
$340K -$199 -1 -0.1%
WC
1988
Weil Company
California
$338K +$16K +80 +5%
PCMK
1989
Paragon Capital Management (Kansas)
Kansas
$337K -$6.58K -33 -2%
NEAM
1990
New England Asset Management
Connecticut
$336K – – –
ACM
1991
Alpha Capital Management
Texas
$335K +$321K +1,609 New
AMG
1992
Asset Management Group
Connecticut
$334K +$320K +1,606 New
JGIA
1993
Jackson Grant Investment Advisers
Connecticut
$332K +$997 +5 +0.3%
CAGAS
1994
Capital Advisory Group Advisory Services
Minnesota
$329K -$25.9K -130 -8%
LBC
1995
Lawrence B. Cohen
$329K – – –
LF
1996
Lee Financial
Texas
$327K – – –
BWA
1997
Burt Wealth Advisors
Maryland
$325K -$42.9K -215 -12%
MA
1998
MCF Advisors
Kentucky
$324K – – –
TI
1999
Truepoint Inc
Ohio
$322K -$101K -508 -25%
GAM
2000
Garrison Asset Management
Arkansas
$320K -$2K -10 -0.6%
78 79
80
81 82