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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1976
MV Capital Management
Maryland
$423K +$16K +341 +4%
GD
1977
Grandfield & Dodd
New York
$422K – – –
MSFP
1978
Mark Sheptoff Financial Planning
Connecticut
$419K – – –
CAC
1979
Certified Advisory Corp
Florida
$419K +$8.43K +180 +2%
WAG
1980
Winthrop Advisory Group
Massachusetts
$419K +$74.8K +1,597 +22%
LC
1981
Landaas & Company
Wisconsin
$417K +$7.02K +150 +2%
KLWA
1982
Kelly Lawrence W & Associates
California
$411K – – –
BII
1983
Bainco International Investors
Massachusetts
$410K -$23.4K -500 -5%
FMT
1984
First Mercantile Trust
Tennessee
$410K +$167K +3,560 +69%
CAN
1985
Claraphi Advisory Network
United States
$407K -$481K -10,264 -54%
SMFS
1986
Squar Milner Financial Services
California
$405K +$12.3K +263 +3%
CAM
1987
Chesapeake Asset Management
New York
$404K -$11.7K -250 -3%
HIC
1988
Hartline Investment Corp
Illinois
$404K +$46.8K +1,000 +13%
CWM
1989
Circle Wealth Management
New Jersey
$403K +$140 +3 +0%
VWA
1990
VERITY Wealth Advisors
United States
$403K +$402K +8,586 New
QAM
1991
Questar Asset Management
Minnesota
$402K +$401K +8,569 New
HIM
1992
Hotaling Investment Management
Pennsylvania
$401K +$400K +8,547 New
BCM
1993
Barometer Capital Management
Ontario, Canada
$401K +$403K +8,600 New
BFPW
1994
BOK Financial Private Wealth
Colorado
$400K +$163K +3,473 +69%
LAIC
1995
Lederer & Associates Investment Counsel
California
$399K -$46.8K -1,000 -11%
RHBC
1996
R.H. Bluestein & Co
Michigan
$399K -$1.41K -30 -0.4%
SCI
1997
Stableford Capital II
Arizona
$399K +$398K +8,493 New
WMA
1998
Wealth Management Associates
New Jersey
$395K +$394K +8,423 New
EF
1999
Empirical Finance
Pennsylvania
$395K -$34.8K -744 -8%
DIA
2000
Davidson Investment Advisors
Montana
$395K +$3.32K +71 +0.9%
78 79
80
81 82