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Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1976
Huber Financial Advisors
Illinois
$364K – – –
GAB
1977
German American Bancorp
Indiana
$363K -$25.5K -128 -7%
KLCM
1978
KG&L Capital Management
Louisiana
$363K +$10.2K +51 +3%
HPC
1979
Hobart Private Capital
North Carolina
$362K +$44.3K +222 +15%
SCM
1980
Smith Capital Management
Arkansas
$358K +$7.98K +40 +2%
CAM
1981
Concorde Asset Management
Michigan
$355K -$9.18K -46 -3%
SCI
1982
Stableford Capital II
Arizona
$354K -$183K -918 -35%
TCM
1983
Towercrest Capital Management
Pennsylvania
$354K – – –
ACM
1984
Armbruster Capital Management
New York
$353K +$2.99K +15 +0.9%
SHGA
1985
Sand Hill Global Advisors
California
$348K -$97.1K -487 -23%
OMC
1986
Overbrook Management Corp
New York
$348K – – –
TSWM
1987
Triangle Securities Wealth Management
North Carolina
$347K -$12.6K -63 -4%
SSWM
1988
Smith Salley Wealth Management
North Carolina
$347K +$39.9K +200 +14%
W
1989
Wealthquest
Ohio
$346K -$32.5K -163 -9%
RIS
1990
Retirement Income Solutions
Michigan
$346K – – –
PP
1991
PDS Planning
Ohio
$346K +$37.9K +190 +13%
SICM
1992
Sustainable Insight Capital Management
New York
$345K -$1.8M -9,000 -84%
SCP
1993
Seizert Capital Partners
Michigan
$345K – – –
TC
1994
Truvestments Capital
Florida
$343K +$140K +704 +75%
ZCM
1995
Zebra Capital Management
Connecticut
$341K -$70K -351 -18%
ACP
1996
Arcus Capital Partners
Georgia
$340K -$199 -1 -0.1%
WC
1997
Weil Company
California
$338K +$16K +80 +5%
PCMK
1998
Paragon Capital Management (Kansas)
Kansas
$337K -$6.58K -33 -2%
NEAM
1999
New England Asset Management
Connecticut
$336K – – –
ACM
2000
Alpha Capital Management
Texas
$335K +$321K +1,609 New
78 79
80
81 82