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Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
1976
Alpine Bank Wealth Management
Colorado
$801K +$747K +11,179 New
BSB
1977
Bangor Savings Bank
Maine
$800K – – –
HCP
1978
Hardin Capital Partners
South Carolina
$800K +$6.68K +100 +0.9%
PPH
1979
Pure Portfolios Holdings
Oregon
$800K +$5.94K +89 +0.8%
NAMP
1980
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$799K -$18.7K -280 -2%
CCWM
1981
Cassaday & Co Wealth Management
Virginia
$797K -$76.6K -1,147 -9%
KMWM
1982
Keudell/Morrison Wealth Management
Oregon
$796K +$1.2K +18 +0.2%
AAM
1983
Alken Asset Management
United Kingdom
$795K – – –
AG
1984
AIA Group
Hong Kong
$795K -$796K -11,916 -52%
RPSA
1985
Richard P. Slaughter Associates
Texas
$795K +$741K +11,100 New
SCI
1986
S&CO Inc
Massachusetts
$794K -$19.4K -290 -3%
TCM
1987
Thoma Capital Management
Maryland
$792K +$21.2K +318 +3%
CW
1988
Cook Wealth
North Carolina
$791K -$107K -1,600 -13%
RRA
1989
Round Rock Advisors
Connecticut
$789K +$4.21K +63 +0.6%
LCWP
1990
Legacy Capital Wealth Partners
Arkansas
$789K -$99.7K -1,493 -12%
WIC
1991
Willis Investment Counsel
Georgia
$788K -$2.2K -33 -0.3%
WFM
1992
Wolff Financial Management
Michigan
$786K – – –
LIA
1993
LS Investment Advisors
Michigan
$784K -$46.7K -700 -6%
FMTC
1994
Farmers & Merchants Trust Company
California
$784K +$29.9K +447 +4%
DWM
1995
Drive Wealth Management
Utah
$780K +$16.4K +245 +2%
SC
1996
Savoie Capital
Illinois
$780K – – –
HC
1997
Hendley & Co
Ohio
$779K -$304K -4,550 -29%
SPA
1998
Sherbrooke Park Advisers
New York
$779K +$726K +10,875 New
IPAM
1999
Investment Partners Asset Management
New Jersey
$779K +$209K +3,126 +40%
OCM
2000
Orser Capital Management
Texas
$778K -$6.68K -100 -0.9%
78 79
80
81 82