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Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1976
Clarius Group LLC
Washington
$253K -$12.5K -448 -5%
SCA
1977
Stillwater Capital Advisors
Pennsylvania
$251K -$2.62K -94 -1%
NEGWA
1978
New England Guild Wealth Advisors
Connecticut
$250K – – –
CCM
1979
Canal Capital Management
Virginia
$249K +$946 +34 +0.4%
SWP
1980
Strategic Wealth Partners
Ohio
$244K -$26.2K -943 -9%
RPA
1981
Rock Point Advisors
Vermont
$244K – – –
BWFA
1982
Baltimore-Washington Financial Advisors
Maryland
$244K +$26.4K +947 +12%
ADMI
1983
Albert D. Mason Inc
Massachusetts
$243K +$251K +9,008 New
WPA
1984
West Paces Advisors
Georgia
$242K +$50.7K +1,820 +25%
FRA
1985
Front Row Advisors
California
$242K – – –
OIWM
1986
OptiFour Integrated Wealth Management
Virginia
$241K – – –
AFA
1987
Arlington Financial Advisors
California
$241K +$251K +9,031 New
FBFS
1988
First Business Financial Services
Wisconsin
$240K – – –
HA
1989
Hays Advisory
Tennessee
$239K -$113K -4,073 -31%
AA
1990
Altman Advisors
Illinois
$238K – – –
NFC
1991
Northeast Financial Consultants
Connecticut
$238K – – –
WCM
1992
Wedge Capital Management
North Carolina
$238K +$13.2K +474 +6%
TL
1993
Tirschwell & Loewy
New York
$238K +$246K +8,832 New
AWA
1994
Alaska Wealth Advisors
Alaska
$238K +$246K +8,852 New
IHL
1995
Investment House LLC
California
$237K -$42K -1,508 -15%
CAW
1996
Cornerstone Advisors (Washington)
Washington
$237K +$14.5K +520 +6%
FMP
1997
Financial Management Professionals
Texas
$235K +$80.9K +2,907 +50%
FLII
1998
First Long Island Investors
New York
$233K -$99.2K -3,564 -29%
HI
1999
Hendershot Investments
Virginia
$233K – – –
CAAS
2000
Capital Asset Advisory Services
Michigan
$233K +$22.9K +824 +11%
78 79
80
81 82