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Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1976
Mitchell McLeod Pugh & Williams
Alabama
$641K – – –
AWM
1977
Atticus Wealth Management
Florida
$640K -$29.3K -78 -5%
WA
1978
WBH Advisory
Maryland
$639K – – –
DCM
1979
Driehaus Capital Management
Illinois
$639K +$610K +1,625 New
HFM
1980
Hartford Funds Management
Pennsylvania
$638K +$10.9K +29 +2%
CWM
1981
Connecticut Wealth Management
Connecticut
$637K +$118K +314 +24%
MKC
1982
M. Kraus & Co
Vermont
$636K – – –
WCM
1983
WealthBridge Capital Management
Ohio
$636K -$36.4K -97 -6%
MIC
1984
Means Investment Company
Maine
$634K +$18K +48 +3%
AWAP
1985
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$634K – – –
GAG
1986
GM Advisory Group
New York
$633K +$272K +725 +82%
PSC
1987
Prentiss Smith & Co
Vermont
$631K – – –
RCA
1988
Resonant Capital Advisors
Wisconsin
$630K +$209K +558 +53%
TF
1989
Trek Financial
Arizona
$628K +$84.4K +225 +16%
FBC
1990
Fairfield, Bush & Co
Connecticut
$627K +$328K +875 +122%
CWA
1991
Consilio Wealth Advisors
Washington
$626K +$1.5K +4 +0.3%
SAM
1992
SignalPoint Asset Management
Missouri
$625K +$2.25K +6 +0.4%
MIM
1993
Moseley Investment Management
Florida
$622K -$56.3K -150 -9%
BMC
1994
Beaton Management Company
Massachusetts
$618K – – –
MAM
1995
Madison Asset Management
Wisconsin
$617K – – –
HNWAG
1996
High Net Worth Advisory Group
Florida
$616K +$18.8K +50 +3%
QFA
1997
Quantum Financial Advisors
California
$616K – – –
FBFS
1998
First Business Financial Services
Wisconsin
$613K +$4.13K +11 +0.7%
BIM
1999
Baldwin Investment Management
Pennsylvania
$611K – – –
GA
2000
Goldstein Advisors
Wisconsin
$609K -$1.13K -3 -0.2%
78 79
80
81 82