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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1976
Sowa Financial Group
Rhode Island
$495K – – –
CNB
1977
Camden National Bank
Maine
$495K +$16.7K +76 +3%
WSC
1978
Wellington Shields & Co
New York
$495K +$48.3K +220 +9%
CCP
1979
Clarkston Capital Partners
Michigan
$494K -$6.8K -31 -1%
GSBTD
1980
Glenview State Bank Trust Department
Illinois
$494K – – –
CTI
1981
Community Trust & Investment
Kentucky
$493K -$16.5K -75 -3%
MCA
1982
Mercer Capital Advisers
New Jersey
$491K – – –
WMA
1983
Wealth Management Associates
New Jersey
$490K +$8.78K +40 +2%
XM
1984
XTX Markets
New York
$490K +$577K +2,627 New
NSB
1985
Norway Savings Bank
Maine
$488K -$6.59K -30 -1%
RAM
1986
Redmond Asset Management
Virginia
$488K +$65.9K +300 +13%
EW
1987
Evoke Wealth
California
$487K -$137K -626 -19%
ACM
1988
Anfield Capital Management
California
$486K -$292K -1,331 -34%
MWM
1989
Mattern Wealth Management
Kansas
$484K +$77.3K +352 +16%
PB
1990
Pinnacle Bancorp
Nebraska
$482K +$43.9K +200 +8%
CMI
1991
Clare Market Investments
Texas
$480K -$64.5K -294 -10%
IIC
1992
Integrated Investment Consultants
Michigan
$479K +$20.6K +94 +4%
RCC
1993
Red Cedar Capital
Nebraska
$477K – – –
MTC
1994
McDaniel Terry & Co
Texas
$470K +$46.5K +212 +9%
NFG
1995
NewFocus Financial Group
Washington
$469K +$131K +597 +31%
CL
1996
CIM LLC
New York
$468K +$27.2K +124 +5%
AFAS
1997
Acorn Financial Advisory Services
Virginia
$468K +$117K +531 +27%
BG
1998
Berry Group
Massachusetts
$467K -$90.9K -414 -14%
NVIM
1999
New Vernon Investment Management
Illinois
$467K +$549K +2,500 New
MAS
2000
Managed Account Services
Florida
$466K – – –
78 79
80
81 82