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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
1976
Shine Investment Advisory Services
Colorado
$437K +$17.5K +92 +4%
CI
1977
CX Institutional
Indiana
$436K +$42.6K +224 +10%
C
1978
Cerebellum
California
$436K +$466K +2,450 New
HFS
1979
Howard Financial Services
Texas
$433K – – –
SIA
1980
Strategic Investment Advisors
Michigan
$433K +$124K +654 +37%
DIA
1981
Dean Investment Associates
Ohio
$432K -$3.99K -21 -0.9%
FMTC
1982
Farmers & Merchants Trust Company
California
$432K +$1.52K +8 +0.3%
BW
1983
Biegel & Waller
Maryland
$432K +$17.3K +91 +4%
B
1984
Bellecapital
Switzerland
$431K +$132K +695 +40%
SP
1985
Successful Portfolios
Florida
$430K +$31.6K +166 +7%
SIM
1986
Sonora Investment Management
Arizona
$430K +$64.8K +341 +16%
FMII
1987
Farmers & Merchants Investments Inc
Nebraska
$428K -$12.9K -68 -3%
CA
1988
Crewe Advisors
Utah
$425K -$524K -2,756 -54%
CBTWT
1989
Community Bank & Trust (Waco, Texas)
Texas
$424K +$10.5K +55 +2%
SMFG
1990
Sumitomo Mitsui Financial Group
Japan
$424K +$455K +2,396 New
DWM
1991
Destination Wealth Management
California
$423K -$292K -1,538 -39%
ACM
1992
Aljian Capital Management
Nevada
$422K +$51.3K +270 +13%
WSC
1993
Wellington Shields & Co
New York
$418K -$163K -860 -27%
CMANY
1994
Capital Management Associates (New York)
New York
$418K -$9.5K -50 -2%
GIA
1995
Guyasuta Investment Advisors
Pennsylvania
$418K – – –
KA
1996
Klingman & Associates
New York
$417K -$27K -142 -6%
EA
1997
Emerald Advisers
Pennsylvania
$416K – – –
IA
1998
Icon Advisers
Colorado
$414K -$6.32M -33,254 -93%
CQS
1999
Credential Qtrade Securities
$413K +$201K +1,055 +84%
BCA
2000
Bay Colony Advisors
Massachusetts
$412K -$24.1K -127 -5%
78 79
80
81 82