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Name Holding Trade Value Shares
Change 		Change in
Stake
DLG
1976
Daniel L. Goodwin
$2.43M +$134K +3,000 +6%
TW
1977
Transform Wealth
Colorado
$2.41M -$2.94M -65,650 -54%
EIP
1978
Epoch Investment Partners
New York
$2.41M -$267K -5,950 -10%
ANBT
1979
American National Bank & Trust
Texas
$2.41M +$179K +4,000 +8%
NB
1980
NBT Bank
New York
$2.41M +$295K +6,590 +13%
VC
1981
Veracity Capital
Georgia
$2.41M +$99.5K +2,220 +4%
HH
1982
HWG Holdings
Texas
$2.4M -$9.24M -206,280 -79%
WI
1983
WrapManager Inc
California
$2.4M +$134K +2,980 +6%
SAM
1984
Summit Asset Management
Tennessee
$2.39M -$102K -2,270 -4%
AWCI
1985
Alpine Woods Capital Investors
New York
$2.39M – – –
PPC
1986
Park Place Capital
Alabama
$2.39M -$30.9K -690 -1%
HL
1987
HeadInvest LLC
Maine
$2.39M +$13.4K +300 +0.6%
MWAM
1988
Manhattan West Asset Management
California
$2.38M +$59.1K +1,320 +2%
RSA
1989
River Street Advisors
Illinois
$2.38M +$91K +2,030 +4%
EA
1990
Ellsworth Advisors
Ohio
$2.38M -$52K -1,160 -2%
AP
1991
Appleton Partners
Massachusetts
$2.38M -$86.9K -1,940 -3%
GIM
1992
Guild Investment Management
California
$2.37M +$2.2M +49,130 +903%
LFM
1993
LGT Fund Management
Liechtenstein
$2.36M -$484K -10,800 -17%
GWWM
1994
Great Waters Wealth Management
Minnesota
$2.36M – – –
WDC
1995
Woodward Diversified Capital
California
$2.36M +$396K +8,840 +20%
FPCG
1996
Fort Pitt Capital Group
Pennsylvania
$2.34M -$29.6K -660 -1%
GWS
1997
Glassman Wealth Services
Virginia
$2.34M +$465K +10,370 +24%
PP
1998
Patron Partners
Texas
$2.33M +$12.5K +280 +0.5%
BCM
1999
Boltwood Capital Management
California
$2.33M -$365K -8,150 -13%
ALAM
2000
Asahi Life Asset Management
Japan
$2.33M -$347K -7,750 -13%
78 79
80
81 82