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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1976
American Trust
Kentucky
$251K +$235K +1,871 New
ACA
1977
Affinity Capital Advisors
California
$251K +$236K +1,878 New
GCM
1978
G2 Capital Management
Ohio
$251K +$236K +1,881 New
BMCM
1979
Bryn Mawr Capital Management
Pennsylvania
$251K +$236K +1,882 New
UCB
1980
United Community Bank
South Carolina
$251K +$235K +1,875 New
EBA
1981
Eagle Bay Advisors
New York
$250K -$12.2K -97 -5%
KFI
1982
Key Financial Inc
Pennsylvania
$250K -$10.8K -86 -4%
AAM
1983
Austin Asset Management
Texas
$250K +$235K +1,873 New
PP
1984
Patron Partners
Texas
$249K +$35.1K +280 +18%
LFA
1985
LifeGuide Financial Advisors
Pennsylvania
$249K +$233K +1,861 New
RRC
1986
Relaxing Retirement Coach
Massachusetts
$249K +$233K +1,861 New
RWA
1987
River Wealth Advisors
Pennsylvania
$248K +$23.7K +189 +11%
HCMG
1988
Howard Capital Management Group
California
$247K -$17.9K -143 -7%
PIA
1989
Powell Investment Advisors
Florida
$247K -$10.5K -84 -4%
PTB
1990
Pioneer Trust Bank
Oregon
$247K +$232K +1,848 New
OSNBOA
1991
Old Second National Bank of Aurora
Illinois
$245K -$128K -1,020 -33%
TIM
1992
Tortoise Investment Management
New York
$245K -$89.3K -712 -28%
GCA
1993
Gradient Capital Advisors
California
$245K -$57.8K -461 -20%
RWM
1994
Rench Wealth Management
Texas
$245K -$7.4K -59 -3%
MIM
1995
Miller Investment Management
Pennsylvania
$244K -$10.5K -84 -4%
OPOWM
1996
One Plus One Wealth Management
Florida
$244K -$10.5K -84 -4%
CPSAC
1997
Chas P. Smith & Associates (CPS)
Florida
$244K +$27.1K +216 +13%
MCM
1998
Morton Capital Management
California
$244K +$229K +1,823 New
FBT
1999
First Bank & Trust
South Dakota
$243K -$864K -6,888 -79%
CA
2000
Centerpoint Advisors
Massachusetts
$243K +$199K +1,590 +700%
78 79
80
81 82