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Name Holding Trade Value Shares
Change 		Change in
Stake
FZCM
1976
Flynn Zito Capital Management
New York
$1.14M – – –
MCM
1977
Manchester Capital Management
Vermont
$1.14M +$268K +2,370 +39%
AA
1978
Armis Advisers
Georgia
$1.13M +$476K +4,210 +93%
TFIPS
1979
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.13M +$28.3K +250 +3%
LCM
1980
LRT Capital Management
Texas
$1.13M +$199K +1,760 +26%
WWM
1981
Wolff Wiese Magana
California
$1.13M +$526K +4,650 +123%
ACP
1982
Argyle Capital Partners
California
$1.12M -$199K -1,760 -17%
SFS
1983
Symphony Financial Services
Ohio
$1.12M -$3.39K -30 -0.4%
AA
1984
Aire Advisors
California
$1.12M +$89.3K +790 +10%
LI
1985
LifeWealth Investments
Florida
$1.12M +$165K +1,460 +21%
WIA
1986
Wealthedge Investment Advisors
New York
$1.11M +$941K +8,320 New
YCG
1987
Yeomans Consulting Group
Georgia
$1.11M +$262K +2,320 +37%
EA
1988
Emerald Advisors
Washington
$1.11M +$73.5K +650 +8%
CT
1989
Clearstead Trust
Maine
$1.11M +$35.1K +310 +4%
RMC
1990
Resources Management Corp
Connecticut
$1.11M +$18.1K +160 +2%
MWM
1991
Mascagni Wealth Management
Mississippi
$1.11M -$146K -1,290 -13%
PWM
1992
Prosperity Wealth Management
California
$1.11M -$339K -3,000 -27%
CSPIA
1993
Cary Street Partners Investment Advisory
Virginia
$1.11M +$111K +980 +13%
APW
1994
Aurora Private Wealth
New Jersey
$1.11M -$97.2K -860 -9%
DW30
1995
Drucker Wealth 3.0
New Jersey
$1.11M +$338K +2,990 +53%
FHC
1996
First Heartland Consultants
Missouri
$1.1M -$74.6K -660 -7%
PFG
1997
PAX Financial Group
Texas
$1.1M -$473K -4,180 -34%
GCC
1998
Guardian Capital (Canada)
Ontario, Canada
$1.1M +$26K +230 +3%
CF
1999
Cyr Financial
Illinois
$1.1M +$204K +1,800 +28%
OAM
2000
Oak Asset Management
California
$1.09M +$35.1K +310 +4%
78 79
80
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