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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1976
Pasadena Private Wealth
California
$296K – – –
AWM
1977
Accel Wealth Management
Iowa
$294K +$9.26K +99 +3%
CWIG
1978
Chung Wu Investment Group
Texas
$294K – – –
KC
1979
Knuff & Co
California
$294K – – –
CAM
1980
Cozad Asset Management
Illinois
$294K +$57.8K +618 +26%
AWA
1981
Amplius Wealth Advisors
Pennsylvania
$293K -$87.7K -938 -24%
ARMT
1982
Amica Retiree Medical Trust
Rhode Island
$293K – – –
BCM
1983
Boreal Capital Management
Florida
$292K -$18.7K -200 -6%
WFA
1984
Wellspring Financial Advisors
Ohio
$292K +$1.96K +21 +0.7%
SCM
1985
Stonehearth Capital Management
Massachusetts
$292K +$9.26K +99 +3%
PWAM
1986
Private Wealth Asset Management
Iowa
$291K +$92.3K +987 +50%
SF
1987
Symphony Financial
Texas
$290K +$35.6K +381 +15%
SI
1988
Saxon Interests
Texas
$290K +$1.96K +21 +0.7%
RFP
1989
Root Financial Partners
California
$288K +$3.09K +33 +1%
CSA
1990
Cornerstone Select Advisors
Missouri
$288K +$29.5K +315 +12%
VC
1991
Veery Capital
Delaware
$287K +$94 +1 +0%
CPRC
1992
Consolidated Portfolio Review Corp
New York
$287K -$20K -214 -7%
PIA
1993
Prakash Investment Advisors
Massachusetts
$287K +$274K +2,925 New
FFP
1994
FourThought Financial Partners
Florida
$286K +$12.6K +135 +5%
CSIC
1995
Clifford Swan Investment Counsel
California
$286K +$4.3K +46 +2%
M
1996
MATAURO
New York
$286K -$1.09M -11,696 -80%
AG
1997
Algert Global
California
$285K +$272K +2,910 New
SS
1998
Sunbelt Securities
Texas
$285K +$237K +2,533 +677%
MCP
1999
Militia Capital Partners
Nevada
$284K – – –
PPC
2000
Park Place Capital
Alabama
$284K -$4.21K -45 -2%
78 79
80
81 82