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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1976
Roble Belko & Company
Pennsylvania
$7K – – –
FFA
1977
Fairfield Financial Advisors
Massachusetts
$6.08K – – –
SC
1978
Sierra Capital
Florida
$6K +$87 +1 +1%
TIM
1979
Tortoise Investment Management
New York
$6K +$2.43K +28 +43%
CBT
1980
CoreFirst Bank & Trust
Kansas
$5K – – –
IHWM
1981
Iron Horse Wealth Management
Iowa
$5K – – –
CCMIC
1982
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$5K +$5.73K +66 New
BCMIO
1983
Beacon Capital Management Inc (Ohio)
Ohio
$5K +$6.51K +75 New
WA
1984
WestEnd Advisors
North Carolina
$4.26K +$5.29K +61 New
DI
1985
Disciplined Investments
Oklahoma
$4K -$22.6K -260 -84%
SFA
1986
Semmax Financial Advisors
North Carolina
$4K -$4.34K -50 -54%
HNWAG
1987
High Net Worth Advisory Group
Florida
$4K -$1.3K -15 -19%
SAM
1988
Strategic Asset Management
Minnesota
$4K -$781 -9 -14%
WPWM
1989
Western Pacific Wealth Management
Illinois
$4K +$434 +5 +8%
SC
1990
Schubert & Co
Texas
$4K +$3.73K +43 +478%
RCG
1991
Rock Creek Group
District of Columbia
$4K +$4.08K +47 +362%
CMP
1992
Coston McIsaac & Partners
Maine
$4K +$4.6K +53 New
BFG
1993
Baron Financial Group
New Jersey
$3.84K – – –
SC
1994
Stephens Consulting
Michigan
$3.14K – – –
AA
1995
Addison Advisors
Vermont
$3K -$20.3K -234 -84%
CHA
1996
Carmichael Hill & Associates
Maryland
$3K -$7.29K -84 -66%
TJHA
1997
Thomas J. Herzfeld Advisors
Florida
$3K -$1.56K -18 -30%
LS
1998
Leelyn Smith
Illinois
$3K – – –
NWM
1999
Navigation Wealth Management
Colorado
$3K – – –
HWM
2000
Horizons Wealth Management
North Carolina
$3K +$2.52K +29 New
78 79
80
81 82