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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1976
Ares Financial Consulting
California
$135K +$138K +846 New
GFA
1977
Godfrey Financial Associates
New York
$135K +$137K +840 New
EW
1978
Elyxium Wealth
California
$132K +$135K +826 New
BOJHT
1979
Bank of Jackson Hole Trust
Wyoming
$131K +$14.9K +91 +12%
MAM
1980
Marquette Asset Management
Minnesota
$131K – – –
RMC
1981
Resources Management Corp
Connecticut
$130K +$13.1K +80 +11%
CWM
1982
Consultiva Wealth Management
Puerto Rico
$128K – – –
ETS
1983
ESL Trust Services
New York
$128K – – –
EI
1984
EFG International
$128K +$131K +800 New
MR
1985
Munich Reinsurance
$127K -$47.4K -290 -27%
PGAM
1986
Princeton Global Asset Management
New Jersey
$123K -$218K -1,333 -63%
RDFA
1987
Ritter Daniher Financial Advisory
Ohio
$122K +$65.6K +401 +111%
CHC
1988
City Holding Co
West Virginia
$121K – – –
PP
1989
Pacifica Partners
Canada
$121K -$734K -4,488 -86%
AW
1990
Ankerstar Wealth
Texas
$120K +$123K +751 New
RCM
1991
Richardson Capital Management
Wisconsin
$120K – – –
AWM
1992
Ameliora Wealth Management
Switzerland
$120K – – –
PWMA
1993
Pension & Wealth Management Advisors
Massachusetts
$120K – – –
DE
1994
DV Equities
Illinois
$119K +$121K +743 New
CWP
1995
Concord Wealth Partners
Virginia
$118K -$5.89K -36 -5%
B
1996
Birchbrook
Maine
$118K -$69.8K -427 -37%
GKIM
1997
GW&K Investment Management
Massachusetts
$116K – – –
TWD
1998
True Wealth Design
Ohio
$115K +$6.87K +42 +6%
RAM
1999
Reflection Asset Management
South Carolina
$114K +$117K +715 New
CC
2000
Corsicana & Co
Texas
$114K – – –
78 79
80
81 82