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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1976
Greystone Financial Group
Michigan
$387K +$284K +1,370 New
VWM
1977
Vigilare Wealth Management
Arizona
$386K – – –
EWM
1978
Endurance Wealth Management
Rhode Island
$385K -$47.7K -230 -12%
FCCM
1979
First City Capital Management
Georgia
$384K -$203K -979 -42%
DACS
1980
Dymon Asia Capital (Singapore)
Singapore
$384K +$340K +1,640 New
PIM
1981
Perpetual Investment Management
Australia
$384K +$344K +1,659 New
GFS
1982
GYL Financial Synergies
Connecticut
$383K +$75.8K +366 +29%
BCM
1983
Brookstone Capital Management
Illinois
$382K -$4.45M -21,477 -93%
POIA
1984
Pin Oak Investment Advisors
Texas
$382K +$33.8K +163 +11%
MC
1985
Miramar Capital
Illinois
$381K +$280K +1,351 New
FEM
1986
Fulcrum Equity Management
Texas
$379K -$35.2K -170 -10%
ANB
1987
Amarillo National Bank
Texas
$378K -$13.5K -65 -4%
QC
1988
QCM Cayman
Texas
$378K +$334K +1,613 New
ASBI
1989
American State Bank (Iowa)
Iowa
$377K +$334K +1,610 New
SMFG
1990
Sumitomo Mitsui Financial Group
Japan
$377K +$338K +1,633 New
RIM
1991
Redwood Investment Management
Arizona
$376K -$8.49K -41 -2%
EA
1992
Elm Advisors
California
$375K -$9.32K -45 -3%
CA
1993
Callahan Advisors
Texas
$375K +$9.74K +47 +3%
CFA
1994
Capstone Financial Advisors
Illinois
$374K – – –
FMBTD
1995
First Midwest Bank Trust Division
Illinois
$374K +$19.9K +96 +6%
WA
1996
Wealth Architects
California
$373K -$59.3K -286 -15%
CBN
1997
Cadence Bank NA
Texas
$372K – – –
LDFR
1998
Lehman & Derafelo Financial Resources
Pennsylvania
$369K +$41.4K +200 +15%
AAM
1999
Auxier Asset Management
Oregon
$367K – – –
CFA
2000
Cahill Financial Advisors
Minnesota
$366K +$6.63K +32 +2%
78 79
80
81 82