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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1976
City State Bank
Iowa
$178K +$187K +768 New
FMP
1977
Financial Management Professionals
Texas
$176K -$14.3K -59 -7%
CWP
1978
Concord Wealth Partners
Virginia
$176K +$109K +449 +143%
KSWA
1979
Kathleen S. Wright Associates
Pennsylvania
$176K +$185K +760 New
ASBI
1980
American State Bank (Iowa)
Iowa
$174K – – –
FPS
1981
Fieldpoint Private Securities
Connecticut
$170K +$63.2K +260 +55%
RCG
1982
Rock Creek Group
District of Columbia
$167K +$15.8K +65 +10%
BWM
1983
Baystate Wealth Management
Massachusetts
$167K +$27.7K +114 +19%
WFS
1984
Widmann Financial Services
Maryland
$164K +$173K +712 New
PO
1985
Private Ocean
California
$163K – – –
CLOS
1986
Compagnie Lombard Odier SCmA
Switzerland
$162K – – –
SC
1987
Skylands Capital
Wisconsin
$162K – – –
TFGT
1988
TS Financial Group (TSFG)
Illinois
$161K +$973 +4 +0.6%
EBA
1989
Eagle Bay Advisors
New York
$160K -$730 -3 -0.4%
M
1990
MOTCO
Texas
$159K -$56.2K -231 -25%
DI
1991
Disciplined Investments
Oklahoma
$159K – – –
JWA
1992
JFS Wealth Advisors
Pennsylvania
$159K +$12.9K +53 +8%
DAM
1993
Delta Asset Management
Tennessee
$158K – – –
TCM
1994
TD Capital Management
Tennessee
$155K – – –
WTA
1995
Washington Trust Advisors
Massachusetts
$154K +$162K +665 New
GWS
1996
Glassman Wealth Services
Virginia
$153K -$41.8K -172 -21%
GAM
1997
Gemmer Asset Management
California
$152K +$160K +659 New
FPWM
1998
FSB Premier Wealth Management
Iowa
$150K +$158K +650 New
WWMSC
1999
Wagner Wealth Management (South Carolina)
South Carolina
$147K +$15.6K +64 +11%
WPA
2000
West Paces Advisors
Georgia
$145K +$9.48K +39 +7%
78 79
80
81 82