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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1976
Geneos Wealth Management
Colorado
$198K -$7.55K -16 -4%
TPWA
1977
Twin Peaks Wealth Advisors
California
$198K +$189K +400 New
TFM
1978
TFC Financial Management
Massachusetts
$188K -$27.4K -58 -13%
OCWP
1979
Owl Creek Wealth Partners
Colorado
$186K +$177K +375 New
BSB
1980
Bangor Savings Bank
Maine
$184K -$6.13K -13 -3%
CTA
1981
Colonial Trust Advisors
South Carolina
$180K – – –
NSIM
1982
North Star Investment Management
Illinois
$180K +$2.36K +5 +1%
JSAM
1983
J. Safra Asset Management
New York
$180K +$8.96K +19 +6%
EI
1984
EFG International
$178K +$132K +280 +354%
HIA
1985
Harbor Investment Advisory
Maryland
$178K +$6.61K +14 +4%
BC
1986
Broadwater Capital
Massachusetts
$171K – – –
TF
1987
Tompkins Financial
New York
$169K +$101K +214 +169%
PPA
1988
Pilgrim Partners Asia
Singapore
$169K – – –
MAM
1989
Meeder Asset Management
Ohio
$166K +$63.2K +134 +67%
HCM
1990
Hollencrest Capital Management
California
$165K +$70.8K +150 +82%
CB
1991
CNB Bank
Pennsylvania
$164K -$20.8K -44 -12%
BA
1992
Ballast Advisors
Minnesota
$164K +$156K +330 New
PWMG
1993
Private Wealth Management Group
New Jersey
$160K +$5.19K +11 +4%
KFI
1994
Key Financial Inc
Pennsylvania
$159K -$944 -2 -0.6%
WIM
1995
Westside Investment Management
California
$157K – – –
WPWM
1996
Western Pacific Wealth Management
Illinois
$157K +$22.6K +48 +18%
GFA
1997
Godfrey Financial Associates
New York
$157K – – –
MA
1998
MCF Advisors
Kentucky
$156K -$29.3K -62 -16%
BCM
1999
Blume Capital Management
California
$154K -$9.44K -20 -6%
PSB
2000
Piscataqua Savings Bank
New Hampshire
$152K – – –
78 79
80
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