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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1976
Ropes Wealth Advisors
Massachusetts
$625K +$26.4K +1,800 +4%
CSB
1977
City State Bank
Iowa
$624K -$17.6K -1,200 -3%
AIC
1978
Archer Investment Corporation
Indiana
$624K -$129K -8,810 -17%
SFO
1979
Stokes Family Office
Louisiana
$624K +$148K +10,090 +31%
DFG
1980
Demars Financial Group
Washington
$624K -$378K -25,790 -38%
NGA
1981
Naples Global Advisors
Florida
$624K +$49.7K +3,390 +9%
MAC
1982
Mason & Associates (California)
California
$623K -$270K -18,440 -30%
KIA
1983
KLR Investment Advisors
Rhode Island
$622K +$624K +42,580 New
CDH
1984
Charles D. Hyman
$622K – – –
LW
1985
Linscomb Wealth
Texas
$621K +$623K +42,500 New
GCM
1986
G2 Capital Management
Ohio
$621K – – –
DI
1987
Diligent Investors
California
$621K +$58.8K +4,010 +10%
LF
1988
Lantz Financial
Illinois
$620K -$123K -8,400 -17%
FBFS
1989
First Business Financial Services
Wisconsin
$617K +$2.35K +160 +0.4%
SAM
1990
Strategy Asset Managers
California
$617K +$2.64K +180 +0.4%
PAA
1991
Peregrine Asset Advisers
Oregon
$617K -$587 -40 -0.1%
AFAS
1992
Acorn Financial Advisory Services
Virginia
$616K -$260K -17,720 -30%
AFG
1993
Albion Financial Group
Utah
$616K -$1.17K -80 -0.2%
JAFL
1994
Jay A. Fishman Ltd
Michigan
$616K +$176K +12,000 +40%
SIC
1995
SJS Investment Consulting
Ohio
$615K -$139K -9,450 -18%
PWM
1996
Prosperity Wealth Management
California
$614K +$616K +42,000 New
WAM
1997
WealthTrust Asset Management
Florida
$613K -$117K -7,980 -16%
CAM
1998
Cubic Asset Management
Massachusetts
$612K -$132K -9,000 -18%
SCM
1999
Stonebridge Capital Management
California
$611K +$29.3K +2,000 +5%
EGA
2000
E&G Advisors
Texas
$611K -$29.3K -2,000 -5%
78 79
80
81 82