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Name Holding Trade Value Shares
Change 		Change in
Stake
SM
1976
Sciencast Management
New Jersey
$206K +$206K +3,851 New
OSNBOA
1977
Old Second National Bank of Aurora
Illinois
$205K -$23.4K -437 -10%
CA
1978
Capital Advantage
California
$204K +$201K +3,749 New
DPI
1979
Diversified Portfolios Inc
Michigan
$204K +$201K +3,752 New
BEAM
1980
Baker Ellis Asset Management
Washington
$201K – – –
PA
1981
Parkside Advisors
California
$201K +$196K +3,665 New
LWM
1982
Lenox Wealth Management
Ohio
$200K – – –
PWP
1983
Personal Wealth Partners
Minnesota
$199K +$4.07K +76 +2%
TVWM
1984
Tower View Wealth Management
Wisconsin
$198K +$13.6K +254 +7%
AIM
1985
Advantage Investment Management
Iowa
$195K -$910 -17 -0.5%
LFG
1986
LifePlan Financial Group
Ohio
$194K +$10.7K +200 +6%
DOA
1987
D'Orazio & Associates
Virginia
$194K +$16.2K +303 +9%
GAM
1988
Gemmer Asset Management
California
$190K -$7.39K -138 -4%
PRC
1989
Pearl River Capital
Michigan
$184K +$181K +3,385 New
VC
1990
Vestor Capital
Illinois
$180K +$115K +2,143 +183%
GCM
1991
Gladius Capital Management
Illinois
$176K +$16.9K +316 +11%
SLF
1992
Sun Life Financial
Ontario, Canada
$171K +$1.45K +27 +0.9%
PCTC
1993
Perkins Coie Trust Company
Washington
$168K -$1.07K -20 -0.6%
BWP
1994
Baldwin Wealth Partners
Massachusetts
$164K – – –
ACM
1995
AUA Capital Management
Pennsylvania
$163K – – –
SL
1996
Salomon & Ludwin
Virginia
$163K +$3.48K +65 +2%
SCP
1997
Syntal Capital Partners
Texas
$163K +$161K +3,001 New
MCM
1998
MV Capital Management
Maryland
$160K +$4.5K +84 +3%
CH
1999
Canton Hathaway
Rhode Island
$160K +$107K +2,000 +212%
C
2000
Cerebellum
California
$159K +$157K +2,926 New
78 79
80
81 82