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Name Holding Trade Value Shares
Change 		Change in
Stake
WHCI
1976
W.H. Cornerstone Investments
Massachusetts
$508K +$580K +9,330 New
FIB
1977
First Interstate Bank
Montana
$506K +$170K +2,733 +43%
SS
1978
Sunbelt Securities
Texas
$502K +$36.5K +587 +7%
AAS
1979
Annex Advisory Services
Wisconsin
$501K -$58K -934 -9%
TDC
1980
Thompson Davis & Co
Virginia
$500K -$23.3K -375 -4%
EWM
1981
Evermay Wealth Management
Virginia
$500K +$4.04K +65 +0.7%
FL
1982
Fort LP
Maryland
$499K -$388K -6,243 -41%
DA
1983
Detalus Advisors
Missouri
$497K -$12.4K -200 -2%
FWP
1984
Firethorn Wealth Partners
Georgia
$495K -$14.7K -236 -3%
MCM
1985
Maryland Capital Management
Maryland
$495K +$3.17K +51 +0.6%
MWA
1986
Monograph Wealth Advisors
California
$494K – – –
SGI
1987
Summit Global Investments
Utah
$493K -$1.76M -28,250 -76%
CWM
1988
Circle Wealth Management
New Jersey
$492K -$20.8K -334 -4%
1WA
1989
180 Wealth Advisors
Washington
$490K +$33.4K +538 +7%
PVH
1990
Psagot Value Holdings
Israel
$490K +$77.7K +1,250 +17%
BA
1991
Bristlecone Advisors
Washington
$489K -$2.24K -36 -0.4%
WAM
1992
WNY Asset Management
New York
$488K -$8.39K -135 -2%
SPWG
1993
Sage Private Wealth Group
Illinois
$488K -$2.61K -42 -0.5%
SFS
1994
Strategic Financial Services
New York
$488K – – –
HGWM
1995
Horst & Graben Wealth Management
Oregon
$488K +$2.8K +45 +0.5%
TT
1996
TI-Trust
Illinois
$488K +$12.4K +200 +2%
FAB
1997
First American Bank
Illinois
$487K – – –
SAM
1998
Synergy Asset Management
Washington
$487K -$2.97M -47,737 -85%
RDWM
1999
Red Door Wealth Management
Tennessee
$487K +$33.9K +546 +7%
BBW
2000
Blue Barn Wealth
Utah
$486K +$41.4K +666 +8%
78 79
80
81 82