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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1976
Global Wealth Management Investment Advisory
Florida
$79K – – –
FMTCOCP
1977
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$78K -$13.5K -104 -15%
MWA
1978
Moser Wealth Advisors
Washington
$77K +$78.1K +601 New
HFM
1979
Harvest Fund Management
China
$76K -$72.3K -556 -49%
SL
1980
Salomon & Ludwin
Virginia
$76K – – –
CI
1981
CX Institutional
Indiana
$76K +$13.8K +106 +22%
CCMIC
1982
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$74K +$74.7K +575 New
RWB
1983
RMR Wealth Builders
New Jersey
$74K +$74.7K +575 New
KWM
1984
Keebeck Wealth Management
Illinois
$74K +$75.6K +582 New
BCI
1985
Brinker Capital Investments
Pennsylvania
$73K – – –
WCM
1986
Wealthcare Capital Management
Virginia
$73K +$8.97K +69 +14%
RTC
1987
Riverview Trust Company
Washington
$72K -$13.6K -105 -16%
APC
1988
Aspire Private Capital
North Carolina
$72K – – –
SAM
1989
S.A. Mason
Michigan
$69K +$70.1K +539 New
MG
1990
MilWealth Group
Wisconsin
$68.2K – – –
NG
1991
NWK Group
California
$67K +$68K +523 New
ACM
1992
Anfield Capital Management
California
$65K +$56.5K +435 New
PCFFS
1993
Pacific Center for Financial Services
California
$64K -$10.1K -78 -14%
BCA
1994
Bray Capital Advisors
Florida
$63K – – –
BBA
1995
Braun-Bostich & Associates
Pennsylvania
$63K +$63.3K +487 New
KFS
1996
Kelly Financial Services
Massachusetts
$62.8K -$44.1K -339 -41%
CC
1997
Centiva Capital
New York
$60K +$61K +469 New
ONST
1998
Old North State Trust
North Carolina
$57K -$15.7K -121 -22%
NCM
1999
New Capital Management
Texas
$56K – – –
LFA
2000
Lighthouse Financial Advisors
Maryland
$55K +$56.4K +434 New
78 79
80
81 82