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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1976
Security Asset Management
New York
$519K -$104K -2,000 -16%
PAMG
1977
Patton Albertson Miller Group
Tennessee
$519K -$43.6K -839 -8%
CRC
1978
Curi RMB Capital
Illinois
$515K +$62.6K +1,204 +14%
RFWA
1979
RPg Family Wealth Advisory
Massachusetts
$513K +$129K +2,474 +33%
GCIA
1980
Gabelli & Co Investment Advisers
New York
$512K – – –
GKWIM
1981
Gerber Kawasaki Wealth & Investment Management
California
$512K +$261K +5,014 +100%
CFA
1982
CT Financial Advisors
Pennsylvania
$511K -$77.1K -1,483 -13%
SAA
1983
Southeast Asset Advisors
Georgia
$509K -$266K -5,120 -34%
KLWA
1984
Kelly Lawrence W & Associates
California
$509K – – –
HI
1985
Hudock Inc
Pennsylvania
$508K +$99.7K +1,918 +24%
AC
1986
Alexandria Capital
Virginia
$506K +$33.9K +653 +7%
AIM
1987
Arcadia Investment Management
Michigan
$505K +$115K +2,204 +29%
HJA
1988
Hugh Johnson Advisors
New York
$504K +$19.3K +372 +4%
BA
1989
BKS Advisors
Michigan
$501K -$256K -4,923 -33%
GHAM
1990
Gilman Hill Asset Management
Connecticut
$500K +$85.2K +1,640 +20%
LWA
1991
Lebenthal Wealth Advisors
New York
$500K +$508K +9,781 New
MAM
1992
Mark Asset Management
New York
$499K -$4.81M -92,573 -90%
SGCA
1993
Steel Grove Capital Advisors
Tennessee
$497K -$3.41M -65,660 -87%
MPM
1994
Meritage Portfolio Management
Kansas
$497K -$63.9K -1,230 -11%
TCM
1995
Traynor Capital Management
Pennsylvania
$497K -$8.26K -159 -2%
CIC
1996
Cornercap Investment Counsel
Georgia
$496K +$4.42K +85 +0.9%
CP
1997
Camelot Portfolios
Ohio
$494K -$5.98K -115 -1%
SMC
1998
Smith, Moore & Co
Missouri
$491K -$271K -5,207 -35%
LA
1999
Lau Associates
Delaware
$491K – – –
MPIA
2000
Mountain Pacific Investment Advisers
Idaho
$490K +$9.09K +175 +2%
78 79
80
81 82