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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1976
Winthrop Advisory Group
Massachusetts
$15.1M +$486K +1,162 +3%
FFM
1977
Fullerton Fund Management
Singapore
$15.1M -$49.7M -118,703 -74%
KFA
1978
Kelleher Financial Advisors
New York
$15.1M +$219K +523 +1%
RMSCM
1979
R.M. Sincerbeaux Capital Management
New York
$15.1M +$153K +365 +0.9%
OL
1980
one8zero8 LLC
North Carolina
$15.1M +$18.8K +45 +0.1%
DWM
1981
Dynasty Wealth Management
Florida
$15.1M -$2.6M -6,222 -13%
MAM
1982
Morse Asset Management
Connecticut
$15.1M -$269K -643 -2%
NL
1983
NVWM LLC
Pennsylvania
$15.1M +$483K +1,155 +3%
BPC
1984
Bearing Point Capital
Minnesota
$15.1M +$1.01M +2,414 +6%
SC
1985
Scholtz & Company
Connecticut
$15.1M -$2M -4,775 -11%
WA
1986
WBH Advisory
Maryland
$15M -$95K -227 -0.6%
HP
1987
Holowesko Partners
Bahamas
$15M +$16.9M +40,500 New
VNA
1988
Valley National Advisers
Pennsylvania
$15M +$320K +765 +2%
COLIM
1989
City of London Investment Management
United Kingdom
$15M -$1.83M -4,385 -10%
TL
1990
Tradewinds LLC
North Carolina
$15M -$1M -2,394 -6%
SQA
1991
Simon Quick Advisors
New Jersey
$15M -$1.69M -4,043 -9%
4WM
1992
44 Wealth Management
Oregon
$15M +$661K +1,580 +4%
RGC
1993
Roberts, Glore & Co
Illinois
$15M +$744K +1,777 +5%
CFA
1994
Churchill Financial Advisors
Kentucky
$14.9M +$6.97M +16,647 +70%
SFP
1995
Shepherd Financial Partners
Massachusetts
$14.9M +$654K +1,563 +4%
IGM
1996
Incline Global Management
New York
$14.9M +$9.42M +22,518 +126%
IA
1997
Intellus Advisors
Florida
$14.9M +$367K +876 +2%
GCM
1998
Gibraltar Capital Management
Oklahoma
$14.9M +$993K +2,372 +6%
BC
1999
Broadwater Capital
Massachusetts
$14.9M – – –
GWMIA
2000
Global Wealth Management Investment Advisory
Florida
$14.9M +$3.26M +7,792 +24%
78 79
80
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