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Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
1976
Hanson & Doremus Investment Management
Vermont
$75K -$20K -186 -17%
GCGDR
1977
Geo Capital Gestora de Recursos
Brazil
$73K +$14.4K +134 +18%
FP
1978
Financial Perspectives
Minnesota
$72.7K +$108 +1 +0.1%
AWM
1979
Atticus Wealth Management
Florida
$72K – – –
NR
1980
Newfound Research
Massachusetts
$68K +$1.72K +16 +2%
EL
1981
EMFO LLC
Florida
$68K +$46.5K +432 +112%
FMP
1982
Financial Management Professionals
Texas
$67K -$8.51K -79 -9%
MCA
1983
Maryland Capital Advisors
Maryland
$67K – – –
LTI
1984
Laffer Tengler Investments
Tennessee
$66.7K – – –
PCC
1985
Park Circle Company
Maryland
$66K – – –
FIA
1986
FNY Investment Advisers
New York
$66K +$64.4K +598 +299%
ARMC
1987
American Research & Management Company
Massachusetts
$65K -$16.9K -157 -17%
NEAM
1988
New England Asset Management
Connecticut
$65K +$84.6K +786 New
FMTCOCP
1989
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$64K -$7.54K -70 -8%
IUHSA
1990
Itau Unibanco Holding S.A.
Brazil
$64K – – –
PPWM
1991
PFG Private Wealth Management
Florida
$64K – – –
CA
1992
Centerpoint Advisors
Massachusetts
$63K – – –
GFPC
1993
Global Financial Private Client
Florida
$62.1K – – –
WWM
1994
Wolff Wiese Magana
California
$62K -$49.6K -461 -38%
ACM
1995
AUA Capital Management
Pennsylvania
$62K -$21.5K -200 -21%
AA
1996
Addison Advisors
Vermont
$61K +$215 +2 +0.3%
TIM
1997
Tortoise Investment Management
New York
$61K +$29.9K +278 +62%
GC
1998
Gould Capital
Washington
$60K – – –
WFA
1999
West Financial Advisors
Iowa
$59K – – –
WWMSC
2000
Wagner Wealth Management (South Carolina)
South Carolina
$53K -$2.15K -20 -3%
78 79
80
81 82