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Name Holding Trade Value Shares
Change 		Change in
Stake
DLG
1976
Daniel L. Goodwin
$382K – – –
CA
1977
CapWealth Advisors
Tennessee
$379K – – –
SFM
1978
Systematic Financial Management
New Jersey
$378K -$5.53M -111,499 -93%
MWA
1979
Meridian Wealth Advisors
Texas
$377K – – –
OAM
1980
Oberweis Asset Management
Illinois
$377K +$149 +3 +0%
DW
1981
Domani Wealth
Pennsylvania
$377K +$5.45K +110 +1%
VCM
1982
Vivaldi Capital Management
Illinois
$377K +$14.4K +291 +4%
PWAG
1983
Polaris Wealth Advisory Group
California
$376K -$16.3M -329,164 -98%
CWM
1984
Calamos Wealth Management
Illinois
$375K -$39.3K -793 -9%
BMM
1985
Buffington Mohr McNeal
Idaho
$374K -$1.69K -34 -0.4%
NC
1986
Noked Capital
Israel
$373K -$74.4K -1,500 -16%
NI
1987
Noked Israel
Israel
$373K -$74.4K -1,500 -16%
AA
1988
Altman Advisors
Illinois
$373K – – –
NPPM
1989
North Point Portfolio Managers
Ohio
$373K – – –
NPF
1990
Norris Perne & French
Michigan
$371K +$25.8K +520 +7%
HIM
1991
Hotaling Investment Management
Pennsylvania
$369K -$1.14K -23 -0.3%
BFPW
1992
BOK Financial Private Wealth
Colorado
$368K +$62.2K +1,254 +19%
GIM
1993
Greylin Investment Management
Virginia
$367K +$19.8K +400 +5%
EWA
1994
ERTS Wealth Advisors
Michigan
$365K – – –
MGIA
1995
Matthew Goff Investment Advisor
Texas
$363K +$198 +4 +0.1%
CG
1996
Corundum Group
Colorado
$363K +$36.3K +733 +11%
BOS
1997
Bank of Stockton
California
$362K -$44.6K -900 -11%
HI
1998
Hendershot Investments
Virginia
$361K +$49.6K +1,000 +15%
HHGA
1999
Halbert Hargrove Global Advisors
California
$360K +$373K +7,524 New
SWMG
2000
Strategic Wealth Management Group
Maryland
$358K +$70.7K +1,426 +24%
78 79
80
81 82