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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1976
Truvestments Capital
Florida
$1.23M +$24.8K +900 +2%
FP
1977
Financial Perspectives
Minnesota
$1.23M +$9.08K +330 +0.8%
PP
1978
PDS Planning
Ohio
$1.22M +$43.5K +1,580 +4%
CBFP
1979
Cedar Brook Financial Partners
Ohio
$1.22M -$47.3K -1,720 -4%
WH
1980
Willner & Heller
California
$1.22M +$1.62M +58,960 New
WC
1981
Westhampton Capital
North Carolina
$1.22M +$2.48K +90 +0.2%
KNW
1982
Kesler Norman & Wride
Utah
$1.22M -$138K -5,000 -11%
DMBA
1983
Deseret Mutual Benefit Administrators
Utah
$1.22M +$50.4K +1,830 +5%
NED
1984
Nancy E. Dempze
$1.22M -$88.1K -3,200 -7%
DA
1985
DSC Advisors
Illinois
$1.22M +$149K +5,430 +15%
W
1986
Wealthquest
Ohio
$1.21M +$13.8K +500 +1%
PFBT
1987
Parkside Financial Bank & Trust
Missouri
$1.21M +$111K +4,020 +11%
MCM
1988
Murphy Capital Management
New Jersey
$1.21M +$500K +18,170 +79%
GP
1989
Geneva Partners
Wisconsin
$1.21M -$955K -34,700 -46%
CIC
1990
Cornercap Investment Counsel
Georgia
$1.21M +$78.1K +2,840 +7%
CL
1991
CPWM LLC
Washington
$1.2M – – –
MAG
1992
MRA Advisory Group
New Jersey
$1.2M +$141K +5,120 +14%
XF
1993
XML Financial
Maryland
$1.2M +$117K +4,270 +12%
HCM
1994
Highlander Capital Management
New Jersey
$1.2M +$117K +4,250 +12%
MWPCG
1995
Measured Wealth Private Client Group
New Hampshire
$1.2M +$10.5K +380 +0.9%
CFA
1996
Capstone Financial Advisors
Illinois
$1.19M -$148K -5,390 -12%
EHC
1997
Everett Harris & Co
California
$1.19M -$55K -2,000 -5%
SAM
1998
Summit Asset Management
Tennessee
$1.19M +$19.3K +700 +2%
ONB
1999
Old National Bancorp
Indiana
$1.19M +$42.9K +1,560 +4%
PHAM
2000
Palisades Hudson Asset Management
Florida
$1.19M +$6.6K +240 +0.6%
78 79
80
81 82