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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1976
Oak Asset Management
California
– -$244K -4,520 Closed
VC
1977
Vicus Capital
Pennsylvania
– -$243K -4,500 Closed
CCFM
1978
Clear Creek Financial Management
Washington
– -$241K -4,470 Closed
CCM
1979
Crabel Capital Management
California
– -$238K -4,400 Closed
CFA
1980
Capstone Financial Advisors
Illinois
– -$237K -4,380 Closed
SRC
1981
Shufro Rose & Co
New York
– -$235K -4,350 Closed
PCMC
1982
Private Capital Management (Colorado)
Colorado
– -$233K -4,300 Closed
SEIA
1983
Signature Estate & Investment Advisors
California
– -$229K -4,240 Closed
MIM
1984
Marco Investment Management
Georgia
– -$224K -4,150 Closed
FIA
1985
FNY Investment Advisers
New York
– -$220K -4,080 Closed
ZIC
1986
ZWJ Investment Counsel
Georgia
– -$220K -4,070 Closed
BMCM
1987
Bryn Mawr Capital Management
Pennsylvania
– -$217K -4,010 Closed
PIM
1988
Perpetual Investment Management
Australia
– -$210K -4,000 Closed
LFA
1989
Legend Financial Advisors
Pennsylvania
– -$215K -3,970 Closed
CRI
1990
Colonial River Investments
Virginia
– -$221K -3,960 Closed
FC
1991
Financial Consulate
Maryland
– -$214K -3,960 Closed
HR
1992
Hayden Royal
North Carolina
– -$214K -3,960 Closed
HCM
1993
Howard Capital Management
Georgia
– -$211K -3,900 Closed
ATI
1994
Act Two Investors
California
– -$210K -3,880 Closed
FPCP
1995
Fort Point Capital Partners
California
– -$207K -3,820 Closed
TA
1996
Trellis Advisors
Washington
– -$204K -3,770 Closed
MCM
1997
Mengis Capital Management
Oregon
– -$203K -3,760 Closed
APG
1998
Abacus Planning Group
South Carolina
– -$203K -3,750 Closed
CPIA
1999
Cornell Pochily Investment Advisors
New York
– -$203K -3,750 Closed
FFG
2000
Fortem Financial Group
California
– -$201K -3,720 Closed
78 79
80
81 82