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Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
1976
Wellington Shields & Co
New York
$8.16M +$200K +1,691 +3%
MSS
1977
Mitchell Sinkler & Starr
Pennsylvania
$8.15M +$615K +5,205 +7%
SI
1978
Shaker Investments
Ohio
$8.13M +$577K +4,881 +8%
CW
1979
Channel Wealth
California
$8.13M +$508K +4,297 +7%
AWA
1980
Alta Wealth Advisors
Massachusetts
$8.11M -$106K -900 -1%
BMCM
1981
Bryn Mawr Capital Management
Pennsylvania
$8.11M +$44.4K +376 +0.6%
SCI
1982
S&CO Inc
Massachusetts
$8.09M +$785K +6,645 +11%
FMB
1983
Field & Main Bank
Kentucky
$8.07M -$37.8K -320 -0.5%
PWP
1984
Pursue Wealth Partners
California
$8.07M -$1.48M -12,548 -16%
UIA
1985
UG Investment Advisers
Taiwan
$8.02M -$1.91M -16,163 -20%
FZCM
1986
Flynn Zito Capital Management
New York
$8.02M -$144K -1,218 -2%
PWG
1987
Portside Wealth Group
Utah
$8.02M +$983K +8,323 +14%
LWM
1988
Laidlaw Wealth Management
New York
$8.02M +$1.05M +8,876 +16%
FMN
1989
Financial Management Network
California
$8.01M +$167K +1,418 +2%
SH
1990
SeaTown Holdings
Singapore
$8M -$2.73M -23,088 -26%
PFG
1991
Prosperity Financial Group
California
$8M +$2.03M +17,153 +35%
CWM
1992
Chesapeake Wealth Management
Virginia
$7.99M -$320K -2,709 -4%
GPA
1993
Garrison Point Advisors
California
$7.98M -$395K -3,340 -5%
CI
1994
Cavalier Investments
Georgia
$7.97M -$19.3M -163,104 -71%
RAM
1995
Revere Asset Management
Texas
$7.97M -$659K -5,576 -8%
AIM
1996
Anchor Investment Management
South Carolina
$7.97M -$866K -7,334 -10%
HIS
1997
Harvest Investment Services
Illinois
$7.94M +$586K +4,959 +8%
FIC
1998
FCG Investment Company
Tennessee
$7.93M +$1.29M +10,941 +20%
HPM
1999
Hoxton Planning & Management
West Virginia
$7.92M -$110K -933 -1%
VAM
2000
Vienna Asset Management
California
$7.92M +$1.17M +9,912 +18%
78 79
80
81 82