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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1976
Raffa Wealth Management
District of Columbia
$388K -$165K -911 -31%
MFG
1977
Monte Financial Group
Connecticut
$388K +$17.7K +98 +5%
CA
1978
Corrado Advisors
New Jersey
$385K -$25.7K -142 -7%
BIM
1979
Bridgecreek Investment Management
Oklahoma
$384K -$4.52K -25 -1%
ACM
1980
Ashford Capital Management
Delaware
$383K -$36.1K -200 -9%
SGK
1981
Steigerwald Gordon & Koch
Virginia
$382K +$12.6K +70 +4%
JFL
1982
Jarislowsky, Fraser Ltd
Quebec, Canada
$381K +$32K +177 +10%
RM
1983
Resource Management
Louisiana
$380K +$10.5K +58 +3%
B
1984
Bellecapital
Switzerland
$380K +$37.9K +210 +12%
MWPCG
1985
Measured Wealth Private Client Group
New Hampshire
$379K +$353K +1,952 New
SP
1986
Successful Portfolios
Florida
$378K +$351K +1,945 New
GFP
1987
Gryphon Financial Partners
Ohio
$375K -$3.79K -21 -1%
PTC
1988
Provident Trust Company
Wisconsin
$375K – – –
PCA
1989
Peddock Capital Advisors
Massachusetts
$375K +$20.8K +115 +6%
HI
1990
Handelsinvest Investeringsforvaltning
Denmark
$374K -$375K -2,077 -52%
PD
1991
Planning Directions
Pennsylvania
$373K – – –
BB
1992
Bell Bank
North Dakota
$372K +$346K +1,912 New
ANTB
1993
AMG National Trust Bank
Colorado
$370K -$11.2K -62 -3%
LWA
1994
Lenox Wealth Advisors
New York
$368K -$170K -942 -33%
OA
1995
Opes Advisors
California
$366K +$340K +1,882 New
LPIC
1996
LeJeune Puetz Investment Counsel
Michigan
$366K +$340K +1,883 New
EMFAT
1997
Emerald Mutual Fund Advisers Trust
Pennsylvania
$365K – – –
BIM
1998
Baldwin Investment Management
Pennsylvania
$365K +$340K +1,880 New
LDB
1999
Lee, Danner & Bass
Tennessee
$364K -$36.1K -200 -10%
BFO
2000
Biltmore Family Office
North Carolina
$362K -$181K -1,000 -35%
78 79
80
81 82