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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1976
Solaris Asset Management
New York
$310K -$45.3K -250 -12%
BIM
1977
Baldwin Investment Management
Pennsylvania
$309K – – –
FIA
1978
FNY Investment Advisers
New York
$308K +$339K +1,874 New
PEA
1979
Pacific Edge Advisors
California
$305K – – –
MBT
1980
Monroe Bank & Trust
Michigan
$305K +$5.97K +33 +2%
GBBWRPM
1981
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$305K +$65.5K +362 +24%
VA
1982
Valmark Advisers
Ohio
$302K +$7.6K +42 +2%
CHA
1983
Cooper/Haims Advisors
New York
$301K +$24.3K +134 +8%
OWA
1984
One Wealth Advisors
California
$300K – – –
CA
1985
Corrado Advisors
New Jersey
$299K -$30.8K -170 -9%
TWM
1986
Titus Wealth Management
California
$299K -$1.63K -9 -0.5%
BFO
1987
Biltmore Family Office
North Carolina
$298K -$9.05K -50 -3%
SCA
1988
Stillwater Capital Advisors
Pennsylvania
$298K +$15.4K +85 +5%
CCMW
1989
Cypress Capital Management (Wyoming)
Wyoming
$298K +$76.9K +425 +31%
DDC
1990
DF Dent & Co
Maryland
$297K +$104K +577 +47%
EMFAT
1991
Emerald Mutual Fund Advisers Trust
Pennsylvania
$296K -$14.3K -79 -4%
CL
1992
CSS LLC
Illinois
$296K +$326K +1,800 New
PA
1993
Parkside Advisors
California
$296K +$327K +1,804 New
LIM
1994
Leavell Investment Management
Alabama
$294K -$216K -1,195 -40%
EWF
1995
Epstein & White Financial
California
$293K -$5.07K -28 -2%
AIM
1996
Advantage Investment Management
Iowa
$292K +$115K +637 +56%
SAS
1997
Stelac Advisory Services
New York
$289K -$524K -2,895 -62%
PL
1998
Plancorp LLC
Missouri
$289K -$13.4K -74 -4%
FFC
1999
First Financial Corp
Indiana
$289K -$5.43K -30 -2%
FAG
2000
Financial Advisory Group
Texas
$287K – – –
78 79
80
81 82