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Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
1976
Old Port Advisors
Maine
$700K -$97K -1,486 -12%
OFS
1977
OMC Financial Services
New York
$699K -$9.79K -150 -1%
FMTCOCP
1978
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$699K – – –
MWA
1979
Medallion Wealth Advisors
Connecticut
$699K +$681K +10,431 New
MFWP
1980
Mosaic Family Wealth Partners
Missouri
$698K +$76.4K +1,170 +12%
PIP
1981
Peachtree Investment Partners
Florida
$697K +$10.2K +157 +1%
AF
1982
Aldebaran Financial
$697K -$31.4K -481 -4%
NPF
1983
Norris Perne & French
Michigan
$696K -$9.27K -142 -1%
PWAM
1984
Pinnacle West Asset Management
Wyoming
$696K +$3.26K +50 +0.4%
BSB
1985
Bangor Savings Bank
Maine
$696K -$6.98K -107 -0.9%
DA
1986
Dover Advisors
Virginia
$695K – – –
WAC
1987
William Allan Corp
Colorado
$694K +$8.75K +134 +1%
CFS
1988
Commonwealth Financial Services
West Virginia
$694K +$16.6K +254 +2%
CL
1989
COWA LLC
Oklahoma
$693K +$7.25K +111 +1%
MME
1990
Meag Munich Ergo
Germany
$691K – – –
KMWM
1991
Keudell/Morrison Wealth Management
Oregon
$691K +$29.3K +449 +4%
FBB
1992
Fulton Breakefield Broenniman
Maryland
$690K -$36K -552 -5%
PPH
1993
Pure Portfolios Holdings
Oregon
$690K +$979 +15 +0.1%
HCP
1994
Hardin Capital Partners
South Carolina
$689K +$196 +3 +0%
AAM
1995
Alken Asset Management
United Kingdom
$689K +$725K +11,100 New
FHC
1996
First Heartland Consultants
Missouri
$689K +$92.8K +1,421 +15%
SMG
1997
Smart Money Group
Texas
$689K +$69.9K +1,071 +11%
WIC
1998
Willis Investment Counsel
Georgia
$687K – – –
JWCA
1999
J.W. Coons Advisors
Ohio
$687K -$10.4K -160 -1%
CWM
2000
Challenger Wealth Management
California
$685K +$718K +11,005 New
78 79
80
81 82