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Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
1976
MB, Levis & Associates
Pennsylvania
$72K – – –
GSWM
1977
Golden State Wealth Management
California
$71.3K +$25.2K +255 +55%
AIM
1978
Anchor Investment Management
South Carolina
$71.3K -$97K -980 -58%
FUBT
1979
First United Bank & Trust
Maryland
$71K +$31.2K +315 +79%
SGK
1980
Steigerwald Gordon & Koch
Virginia
$70.5K -$1.98K -20 -3%
RFS
1981
Richardson Financial Services
Massachusetts
$69.8K -$198 -2 -0.3%
CCM
1982
Chilton Capital Management
Texas
$69.7K +$51.2K +517 +279%
GIA
1983
GHP Investment Advisors
Colorado
$67.1K +$297 +3 +0.4%
KFA
1984
Kelleher Financial Advisors
New York
$67K +$41.7K +421 +166%
GWM
1985
Geneos Wealth Management
Colorado
$66.9K +$49K +495 +277%
VFM
1986
Vision Financial Markets
Connecticut
$66.1K +$37.1K +375 +150%
IRAG
1987
Investment Research & Advisory Group
Georgia
$66K +$37.4K +378 +154%
CAM
1988
Chesapeake Asset Management
New York
$66K +$65.8K +665 New
LI
1989
LRI Investments
Florida
$65.6K -$510K -5,151 -89%
SL
1990
Salomon & Ludwin
Virginia
$63.9K -$13.3K -134 -18%
DMIC
1991
Dixon Mitchell Investment Counsel
British Columbia, Canada
$63.4K -$31.8K -321 -33%
MAM
1992
Meeder Asset Management
Ohio
$63.3K +$12.1K +122 +24%
KFAS
1993
Keating Financial Advisory Services
Kansas
$63.1K -$11.9K -120 -16%
BCM
1994
Boreal Capital Management
Florida
$63K -$101K -1,025 -62%
HIA
1995
Highland Investment Advisors
Florida
$63K +$62.9K +635 New
SW
1996
StrongBox Wealth
Missouri
$62.7K +$62.6K +632 New
CT
1997
Caldwell Trust
Florida
$61K -$116K -1,174 -66%
AP
1998
Atwood & Palmer
Missouri
$59.6K +$9.9K +100 +20%
WAU
1999
Wellington-Altus USA
Manitoba, Canada
$59.1K -$205K -2,067 -79%
NEWAS
2000
N.E.W. Advisory Services
Wisconsin
$58.1K +$26.7K +270 +86%
78 79
80
81 82