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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1976
Raffa Wealth Management
District of Columbia
$2.42M -$402K -4,150 -14%
SNBOSCI
1977
Security National Bank of Sioux City Iowa
Iowa
$2.42M -$12.9K -133 -0.5%
WWM
1978
Windsor Wealth Management
Indiana
$2.41M +$264K +2,724 +13%
BCP
1979
Blackhawk Capital Partners
Wisconsin
$2.4M -$129K -1,327 -5%
NCM
1980
Northside Capital Management
Oregon
$2.4M -$22.6K -233 -0.9%
MCP
1981
Martin Capital Partners
Oregon
$2.39M -$1.13M -11,664 -32%
AFM
1982
Andesa Financial Management
Pennsylvania
$2.39M -$24.2K -250 -1%
UBG
1983
United Bank (Georgia)
Georgia
$2.39M -$120K -1,242 -5%
KS
1984
Karpas Strategies
Connecticut
$2.38M +$2.13K +22 +0.1%
MBT
1985
Monroe Bank & Trust
Michigan
$2.38M -$112K -1,154 -5%
TBNY
1986
Trustco Bank (New York)
New York
$2.37M -$9.69K -100 -0.4%
SICM
1987
Sustainable Insight Capital Management
New York
$2.37M +$252K +2,600 +12%
PV
1988
Private Vista
Illinois
$2.36M +$15.4K +159 +0.7%
MCM
1989
Manchester Capital Management
Vermont
$2.35M +$797K +8,227 +53%
BCM
1990
Boltwood Capital Management
California
$2.35M -$510K -5,260 -18%
GI
1991
GS Investments
Minnesota
$2.35M -$122K -1,255 -5%
AWP
1992
Ascent Wealth Partners
New York
$2.34M -$10.1K -104 -0.4%
WCM
1993
Windward Capital Management
California
$2.34M +$25.5K +263 +1%
HCM
1994
HMS Capital Management
Tennessee
$2.34M +$511K +5,277 +29%
CIA
1995
Cascade Investment Advisors
Oregon
$2.33M -$562K -5,800 -20%
DSAM
1996
Dock Street Asset Management
Florida
$2.33M – – –
TFS
1997
TrustCore Financial Services
Tennessee
$2.32M +$319K +3,293 +16%
DC
1998
DeDora Capital
California
$2.32M -$29.9K -309 -1%
RPC
1999
Rossmore Private Capital
Connecticut
$2.3M +$80.4K +830 +4%
ACP
2000
Aviance Capital Partners
Florida
$2.3M -$35.6K -367 -2%
78 79
80
81 82