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Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
1976
Stephens Investment Management Group
Texas
$155K – – –
POIA
1977
Pin Oak Investment Advisors
Texas
$153K – – –
PCFFS
1978
Pacific Center for Financial Services
California
$152K – – –
IBOK
1979
Independence Bank of Kentucky
Kentucky
$151K – – –
LWA
1980
Lenox Wealth Advisors
New York
$151K +$8.95K +140 +6%
EPM
1981
Equitec Proprietary Markets
Illinois
$151K +$160K +2,500 New
CHA
1982
Carmichael Hill & Associates
Maryland
$148K – – –
TWA
1983
TCI Wealth Advisors
Arizona
$148K +$8.95K +140 +6%
C
1984
Covestor
United Kingdom
$146K +$155K +2,420 New
CB
1985
Community Bank
New York
$145K – – –
SWM
1986
Scissortail Wealth Management
Oklahoma
$143K +$151K +2,370 New
CAL
1987
Capital Advisors Ltd
Ohio
$142K +$21.7K +340 +17%
COCM
1988
Charter Oak Capital Management
New Hampshire
$140K – – –
TSW
1989
Thompson Siegel & Walmsley
Virginia
$139K -$639K -10,000 -81%
AWM
1990
Avondale Wealth Management
Texas
$137K -$79.9K -1,250 -35%
LD
1991
Lipe & Dalton
New York
$133K – – –
SN
1992
Sittner & Nelson
Oregon
$132K +$14.1K +220 +11%
RI
1993
Rinkey Investments
California
$132K +$158K +2,470 New
ME
1994
McIlrath & Eck
Washington
$131K -$5.11K -80 -4%
CA
1995
Crewe Advisors
Utah
$130K -$16.6K -260 -11%
BIA
1996
Bell Investment Advisors
California
$130K +$3.19K +50 +2%
CT
1997
Caldwell Trust
Florida
$130K +$58.1K +910 +73%
BEI
1998
Benjamin Edwards Inc
Missouri
$128K +$136K +2,130 New
CCMW
1999
Cypress Capital Management (Wyoming)
Wyoming
$127K -$33.9K -530 -20%
BFC
2000
Bedel Financial Consulting
Indiana
$127K +$3.19K +50 +2%
78 79
80
81 82