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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1976
Horan Capital Advisors
Ohio
$5.39M -$747K -4,545 -12%
LC
1977
LCNB Corp
Ohio
$5.38M -$129K -787 -2%
MCM
1978
Mattern Capital Management
Colorado
$5.38M -$322K -1,960 -5%
LHC
1979
Little House Capital
Massachusetts
$5.38M +$421K +2,561 +8%
EF
1980
Exeter Financial
Arizona
$5.38M -$118K -720 -2%
FI
1981
FormulaFolio Investments
Michigan
$5.36M +$892K +5,423 +19%
LBA
1982
Lowell Blake & Associates
Massachusetts
$5.34M +$350K +2,130 +7%
PWPS
1983
Pinnacle Wealth Planning Services
Ohio
$5.34M +$815K +4,956 +17%
SCA
1984
Stokes Capital Advisors
South Carolina
$5.33M -$73.2K -445 -1%
TIA
1985
Trust Investment Advisors
Indiana
$5.33M +$40.3K +245 +0.7%
VRM
1986
Vectors Research Management
New York
$5.33M +$18.7K +114 +0.3%
JPMIA
1987
J.P. Marvel Investment Advisors
Massachusetts
$5.32M +$313K +1,905 +6%
PMFA
1988
Plante Moran Financial Advisors
Michigan
$5.31M +$368K +2,235 +7%
AIM
1989
Aurora Investment Managers
Florida
$5.31M +$98.5K +599 +2%
DTC
1990
Davidson Trust Company
Washington
$5.3M +$264K +1,604 +5%
SFI
1991
SPC Financial Inc
Maryland
$5.28M -$1.01M -6,118 -15%
DFA
1992
Delta Financial Advisors
Louisiana
$5.27M -$1.34M -8,155 -20%
AWM
1993
Argent Wealth Management
Massachusetts
$5.27M -$287K -1,748 -5%
WA
1994
WealthTrust Axiom
Pennsylvania
$5.26M -$363K -2,206 -6%
EWM
1995
Endurance Wealth Management
Rhode Island
$5.25M +$1.02M +6,177 +23%
SFP
1996
Shepherd Financial Partners
Massachusetts
$5.24M -$2.72M -16,541 -33%
LI
1997
Lafayette Investments
Maryland
$5.24M -$1.42M -8,651 -21%
GAAM
1998
Guinness Atkinson Asset Management
California
$5.23M +$5.06M +30,790 +1,305%
PV
1999
Private Vista
Illinois
$5.23M +$972K +5,910 +22%
SCM
2000
Stanley Capital Management
Texas
$5.22M -$3.22M -19,600 -37%
78 79
80
81 82