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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1976
Atticus Wealth Management
Florida
$640K -$29.3K -78 -5%
WA
1977
WBH Advisory
Maryland
$639K – – –
DCM
1978
Driehaus Capital Management
Illinois
$639K +$610K +1,625 New
HFM
1979
Hartford Funds Management
Pennsylvania
$638K +$10.9K +29 +2%
CWM
1980
Connecticut Wealth Management
Connecticut
$637K +$118K +314 +24%
MKC
1981
M. Kraus & Co
Vermont
$636K – – –
WCM
1982
WealthBridge Capital Management
Ohio
$636K -$36.4K -97 -6%
MIC
1983
Means Investment Company
Maine
$634K +$18K +48 +3%
AWAP
1984
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$634K – – –
GAG
1985
GM Advisory Group
New York
$633K +$272K +725 +82%
PSC
1986
Prentiss Smith & Co
Vermont
$631K – – –
RCA
1987
Resonant Capital Advisors
Wisconsin
$630K +$209K +558 +53%
TF
1988
Trek Financial
Arizona
$628K +$84.4K +225 +16%
FBC
1989
Fairfield, Bush & Co
Connecticut
$627K +$328K +875 +122%
CWA
1990
Consilio Wealth Advisors
Washington
$626K +$1.5K +4 +0.3%
SAM
1991
SignalPoint Asset Management
Missouri
$625K +$2.25K +6 +0.4%
MIM
1992
Moseley Investment Management
Florida
$622K -$56.3K -150 -9%
BMC
1993
Beaton Management Company
Massachusetts
$618K – – –
MAM
1994
Madison Asset Management
Wisconsin
$617K – – –
HNWAG
1995
High Net Worth Advisory Group
Florida
$616K +$18.8K +50 +3%
QFA
1996
Quantum Financial Advisors
California
$616K – – –
FBFS
1997
First Business Financial Services
Wisconsin
$613K +$4.13K +11 +0.7%
BIM
1998
Baldwin Investment Management
Pennsylvania
$611K – – –
GA
1999
Goldstein Advisors
Wisconsin
$609K -$1.13K -3 -0.2%
WFMPM
2000
Woodley Farra Manion Portfolio Management
Indiana
$609K +$93.8K +250 +19%
78 79
80
81 82