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Name Holding Trade Value Shares
Change 		Change in
Stake
MPPW
1976
Mitchell & Pahl Private Wealth
Oklahoma
$1.36M -$9.14K -39 -0.6%
WAG
1977
Winthrop Advisory Group
Massachusetts
$1.35M +$169K +721 +13%
CA
1978
Cambridge Advisors
Nebraska
$1.35M +$234 +1 +0%
CA
1979
Calton & Associates
Florida
$1.35M -$144K -613 -9%
NDSI
1980
Newman Dignan & Sheerar Inc
Rhode Island
$1.34M -$341K -1,455 -19%
BCM
1981
Breiter Capital Management
Florida
$1.34M +$469 +2 +0%
DIP
1982
DT Investment Partners
Pennsylvania
$1.34M +$530K +2,261 +60%
SAS
1983
Stelac Advisory Services
New York
$1.34M -$493K -2,101 -26%
MMPW
1984
Mitchell McLeod Pugh & Williams
Alabama
$1.34M – – –
AW
1985
Alaethes Wealth
Nevada
$1.34M +$80.2K +342 +6%
KF
1986
Krilogy Financial
Missouri
$1.34M +$107K +456 +8%
BGDI
1987
BW Gestao de Investimentos
Brazil
$1.34M – – –
AIP
1988
Almanack Investment Partners
Pennsylvania
$1.34M +$104K +442 +8%
EGVF
1989
ESA Global Value Fund
Cayman Islands
$1.34M – – –
CPIA
1990
Cornell Pochily Investment Advisors
New York
$1.33M +$15.7K +67 +1%
LWIC
1991
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.33M +$55.3K +236 +4%
GAM
1992
Grandview Asset Management
Pennsylvania
$1.33M +$1.4M +5,973 New
AIC
1993
Archer Investment Corporation
Indiana
$1.33M -$95K -405 -6%
CFS
1994
Capital Financial Services
New York
$1.32M +$2.35K +10 +0.2%
SIA
1995
Strategic Investment Advisors
Michigan
$1.32M +$109K +466 +9%
LT
1996
Lindsell Train
United Kingdom
$1.31M – – –
GFS
1997
GYL Financial Synergies
Connecticut
$1.31M +$9.85K +42 +0.7%
WLPWM
1998
Walled Lake Planning & Wealth Management
Illinois
$1.31M +$29.5K +126 +2%
HWA
1999
HHM Wealth Advisors
Tennessee
$1.31M – – –
RSWM
2000
Robertson Stephens Wealth Management
California
$1.3M -$101K -432 -7%
78 79
80
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