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Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
1976
KG&L Capital Management
Louisiana
$428K +$21.6K +99 +6%
PCM
1977
Perritt Capital Management
Illinois
$426K – – –
WAAG
1978
Wealth Alliance Advisory Group
Kansas
$424K -$28.4K -130 -7%
IFS
1979
Ifrah Financial Services
Arkansas
$424K -$9.4K -43 -2%
GAM
1980
Gould Asset Management
California
$423K +$73.7K +337 +23%
RIS
1981
Retirement Income Solutions
Michigan
$422K +$33.9K +155 +9%
TC
1982
Truvestments Capital
Florida
$421K +$36.3K +166 +10%
BWP
1983
Baldwin Wealth Partners
Massachusetts
$420K -$6.56K -30 -2%
PAS
1984
Professional Advisory Services
Florida
$418K – – –
SDAM
1985
Shulman DeMeo Asset Management
New York
$417K +$656 +3 +0.2%
USGIU
1986
U.S. Global Investors (USGI)
Texas
$417K +$393K +1,797 New
ACA
1987
Anchor Capital Advisors
Massachusetts
$415K -$10.9K -50 -3%
HKAM
1988
Horizon Kinetics Asset Management
New York
$414K -$14.2K -65 -4%
EIP
1989
Ellis Investment Partners
Pennsylvania
$414K +$11.4K +52 +3%
GCM
1990
Gunderson Capital Management
South Carolina
$413K -$35.2K -161 -8%
HPC
1991
Hobart Private Capital
North Carolina
$409K +$3.94K +18 +1%
GPWA
1992
Great Point Wealth Advisors
Massachusetts
$408K -$38.3K -175 -9%
TWM
1993
Torch Wealth Management
Ohio
$408K – – –
PD
1994
Planning Directions
Pennsylvania
$405K -$39.8K -182 -9%
MWM
1995
Merriman Wealth Management
Washington
$405K +$114K +520 +42%
CTB
1996
Country Trust Bank
Illinois
$403K +$380K +1,739 New
CNB
1997
Camden National Bank
Maine
$401K +$95.3K +436 +34%
SCM
1998
Smith Capital Management
Arkansas
$399K – – –
PFBT
1999
Parkside Financial Bank & Trust
Missouri
$398K -$16.4K -75 -4%
SSWM
2000
Smith Salley Wealth Management
North Carolina
$398K +$10.3K +47 +3%
78 79
80
81 82