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Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
1976
Arthur M. Cohen & Associates
Illinois
$390K – – –
RCG
1977
Rock Creek Group
District of Columbia
$390K +$122K +2,245 +45%
CG
1978
Clarus Group
Texas
$389K +$1.96K +36 +0.5%
BB
1979
Berkshire Bank
Massachusetts
$387K – – –
GCP
1980
GSA Capital Partners
United Kingdom
$383K +$385K +7,078 New
WF
1981
Williams Financial
Vermont
$382K +$9.85K +181 +3%
TVWM
1982
Tower View Wealth Management
Wisconsin
$381K -$18.2K -335 -5%
ITIM
1983
Indiana Trust & Investment Management
Indiana
$381K -$5.44K -100 -1%
LFF
1984
Level Four Financial
Texas
$381K +$17.6K +324 +5%
ZIG
1985
Zuckerman Investment Group
Illinois
$381K +$108K +1,980 +39%
GFPC
1986
Global Financial Private Client
Florida
$379K +$1.85K +34 +0.5%
MA
1987
Mezzasalma Advisors
New Jersey
$379K -$10.9K -200 -3%
SAM
1988
SignalPoint Asset Management
Missouri
$378K -$2.72K -50 -0.7%
BA
1989
Bristlecone Advisors
Washington
$378K – – –
PS
1990
Portfolio Solutions
Michigan
$377K -$59.4K -1,092 -14%
PWM
1991
Provident Wealth Management
Tennessee
$377K – – –
AIL
1992
AGF Investments LLC
Ontario, Canada
$377K +$4.19K +77 +1%
CCIA
1993
Campbell & Co Investment Adviser
Maryland
$376K +$378K +6,950 New
OCM
1994
Orleans Capital Management
Louisiana
$375K -$35.4K -650 -9%
PPP
1995
Private Portfolio Partners
New Jersey
$374K -$21.6K -397 -5%
FWP
1996
Firethorn Wealth Partners
Georgia
$374K +$2.5K +46 +0.7%
LA
1997
LVW Advisors
New York
$374K +$15.4K +283 +4%
GG
1998
Greenwood Gearhart
Arkansas
$374K +$38K +699 +11%
FCFC
1999
First Citizens Financial Corp
Iowa
$373K -$6.8K -125 -2%
AIA
2000
Angeles Investment Advisors
California
$373K – – –
78 79
80
81 82