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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1976
Bellecapital
Switzerland
$374K +$46.1K +290 +15%
NNP
1977
Nachman Norwood & Parrott
South Carolina
$373K +$18.8K +118 +6%
TSW
1978
Thompson Siegel & Walmsley
Virginia
$373K +$23.9K +150 +7%
CCM
1979
Carlson Capital Management
Minnesota
$371K +$68.4K +430 +24%
KA
1980
Klingman & Associates
New York
$371K +$101K +634 +40%
GEA
1981
Glen Eagle Advisors
New Jersey
$371K +$477 +3 +0.1%
RWM
1982
Raffa Wealth Management
District of Columbia
$371K +$32.9K +207 +10%
TCM
1983
Teza Capital Management
Illinois
$370K +$353K +2,219 New
ECM
1984
EagleClaw Capital Management
Massachusetts
$369K – – –
FWM
1985
Fairhaven Wealth Management
Illinois
$368K +$18.9K +119 +6%
BAM
1986
Bruderman Asset Management
New York
$367K -$29.1K -183 -8%
THWM
1987
Taylor Hoffman Wealth Management
Virginia
$367K +$25.6K +161 +8%
CNB
1988
Camden National Bank
Maine
$366K -$6.84K -43 -2%
CCG
1989
Cypress Capital Group
Florida
$365K -$32.8K -206 -9%
CBTWT
1990
Community Bank & Trust (Waco, Texas)
Texas
$364K +$60.8K +382 +21%
WSC
1991
Wellington Shields & Co
New York
$364K +$348K +2,186 New
CHA
1992
Cooper/Haims Advisors
New York
$363K -$10.7K -67 -3%
FDS
1993
First Dallas Securities
Texas
$363K +$22.3K +140 +7%
SGK
1994
Steigerwald Gordon & Koch
Virginia
$361K -$795 -5 -0.2%
PI
1995
PHH Investments
Texas
$360K – – –
PHAM
1996
Palisades Hudson Asset Management
Florida
$359K -$32.6K -205 -9%
B
1997
Brightworth
Georgia
$358K -$107K -670 -24%
FPFS
1998
First Personal Financial Services
North Carolina
$358K -$39.3K -247 -10%
NCM
1999
Nelson Capital Management
California
$358K +$49K +308 +17%
BFPW
2000
BOK Financial Private Wealth
Colorado
$358K +$49.6K +312 +17%
78 79
80
81 82