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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1976
Sage Mountain Advisors
Georgia
$1.47M +$171K +747 +13%
PWMG
1977
Pinnacle Wealth Management Group
Michigan
$1.47M +$1.44M +6,290 New
RSWM
1978
Robertson Stephens Wealth Management
California
$1.47M -$476K -2,083 -25%
SWA
1979
Sutton Wealth Advisors
Florida
$1.47M +$11.7K +51 +0.8%
EWM
1980
Executive Wealth Management
Michigan
$1.46M +$137K +598 +11%
KPCM
1981
Kings Point Capital Management
New York
$1.46M -$5.49K -24 -0.4%
NL
1982
NWAM LLC
Washington
$1.46M -$46.2K -202 -3%
CI
1983
Cavalier Investments
Georgia
$1.45M -$38.6K -169 -3%
RFM
1984
Royal Fund Management
Florida
$1.45M +$163K +714 +13%
SAM
1985
Summit Asset Management
Tennessee
$1.45M +$23.5K +103 +2%
HA
1986
Harfst & Associates
Wyoming
$1.44M -$19K -83 -1%
P
1987
&Partners
Tennessee
$1.44M +$29.9K +131 +2%
MPPW
1988
Mitchell & Pahl Private Wealth
Oklahoma
$1.43M -$18.1K -79 -1%
STA
1989
Summit Trail Advisors
New York
$1.43M +$72.7K +318 +5%
SLF
1990
Sun Life Financial
Ontario, Canada
$1.43M -$271K -1,187 -16%
VHAM
1991
Van Hulzen Asset Management
California
$1.43M – – –
OWA
1992
Octavia Wealth Advisors
Ohio
$1.43M +$97.4K +426 +7%
SFI
1993
SPC Financial Inc
Maryland
$1.43M -$65.4K -286 -4%
PWMAG
1994
Pinnacle Wealth Management Advisory Group
New Jersey
$1.43M +$305K +1,332 +28%
JWCA
1995
J.W. Coons Advisors
Ohio
$1.43M -$99K -433 -7%
CA
1996
Cambridge Advisors
Nebraska
$1.42M -$22.6K -99 -2%
GC
1997
Grace Capital
Massachusetts
$1.41M +$82.5K +361 +6%
BCM
1998
Breiter Capital Management
Florida
$1.41M +$1.38M +6,020 New
MMPW
1999
Mitchell McLeod Pugh & Williams
Alabama
$1.41M – – –
EGVF
2000
ESA Global Value Fund
Cayman Islands
$1.4M – – –
78 79
80
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