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Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
1976
Harvest Investment Services
Illinois
$223K +$205K +1,085 New
MSR
1977
Main Street Research
Connecticut
$222K -$15.8M -83,905 -99%
MA
1978
Montag & Associates
Georgia
$221K +$78.3K +415 +63%
EAM
1979
Empirical Asset Management
Massachusetts
$221K -$158K -835 -44%
EB
1980
Emprise Bank
Kansas
$221K +$203K +1,075 New
MWAM
1981
Manhattan West Asset Management
California
$221K +$203K +1,075 New
MIP
1982
Marietta Investment Partners
Wisconsin
$221K +$203K +1,075 New
RA
1983
Riversedge Advisors
Delaware
$220K +$202K +1,070 New
CA
1984
CSM Advisors
Pennsylvania
$219K +$201K +1,065 New
SIA
1985
SeaBridge Investment Advisors
New Jersey
$219K +$201K +1,065 New
BC
1986
Bridgefront Capital
Texas
$219K -$127K -675 -39%
WA
1987
Whipplewood Advisors
Colorado
$219K -$23.6K -125 -11%
CHAM
1988
Clear Harbor Asset Management
Connecticut
$219K +$201K +1,065 New
EB
1989
Exchange Bank
California
$219K +$201K +1,065 New
ST
1990
Spinnaker Trust
Maine
$218K +$200K +1,060 New
GWM
1991
GK Wealth Management
Nevada
$217K -$89.6K -475 -31%
CI
1992
Carroll Investors
South Carolina
$217K +$199K +1,055 New
MF
1993
Manchester Financial
California
$216K +$198K +1,050 New
SP
1994
Symmetry Partners
Connecticut
$216K +$198K +1,050 New
CAM
1995
Cozad Asset Management
Illinois
$215K -$87.7K -465 -31%
W
1996
WealthCollab
Washington
$215K – – –
AAS
1997
Ameritas Advisory Services
Nebraska
$214K +$196K +1,040 New
EPAM
1998
Evelyn Partners Asset Management
$214K – – –
ISL
1999
Ingalls & Snyder LLC
New York
$213K +$195K +1,035 New
FOA
2000
Five Oceans Advisors
California
$213K +$195K +1,035 New
78 79
80
81 82