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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
1976
Lipe & Dalton
New York
$304K – – –
MSA
1977
Marino Stram & Associates
Massachusetts
$304K +$7.48K +23 +3%
CIA
1978
Compass Ion Advisors
Pennsylvania
$303K +$291K +896 New
LRIA
1979
Leonard Rickey Investment Advisors
Washington
$302K -$14.3K -44 -5%
HCM
1980
Hollencrest Capital Management
California
$300K +$289K +888 New
CAM
1981
Claret Asset Management
Quebec, Canada
$297K -$1.63K -5 -0.6%
RCM
1982
RNC Capital Management
California
$297K +$2.6K +8 +0.9%
UBV
1983
United Bank (Virginia)
Virginia
$295K +$23.7K +73 +9%
PL
1984
Parthenon LLC
Kentucky
$294K – – –
PB
1985
Pinnacle Bancorp
Nebraska
$293K -$209K -642 -43%
ABTD
1986
Arvest Bank Trust Division
Oklahoma
$293K – – –
BMCM
1987
Bryn Mawr Capital Management
Pennsylvania
$292K – – –
SCM
1988
Seascape Capital Management
New Hampshire
$290K – – –
FNBOSM
1989
First National Bank of South Miami
Florida
$290K +$91K +280 +49%
HA
1990
Hamel Associates
New Jersey
$289K -$11.4K -35 -4%
JIC
1991
Joel Isaacson & Co
New York
$289K -$1.3K -4 -0.5%
NAS
1992
Nicolet Advisory Services
Wisconsin
$288K -$19.2K -59 -6%
JHCP
1993
Jackson Hole Capital Partners
Oklahoma
$288K +$33.2K +102 +14%
PFWA
1994
Paces Ferry Wealth Advisors
Georgia
$286K +$275K +845 New
BOPW
1995
Brandywine Oak Private Wealth
Pennsylvania
$285K -$23.4K -72 -8%
RWMH
1996
Riverpoint Wealth Management Holdings
Illinois
$284K +$325 +1 +0.1%
ACG
1997
Allen Capital Group
Nebraska
$283K -$49.7K -153 -16%
WA
1998
WESPAC Advisors
California
$283K -$43.2K -133 -14%
CBTWT
1999
Community Bank & Trust (Waco, Texas)
Texas
$283K +$272K +837 New
VCM
2000
Versant Capital Management
Arizona
$281K – – –
78 79
80
81 82