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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1976
Sentry Investment Management
Wisconsin
$2.52M +$183K +677 +8%
PSB
1977
Passumpsic Savings Bank
Vermont
$2.51M +$48.4K +179 +2%
TGCMU
1978
Titan Global Capital Management USA
New York
$2.51M -$63.8K -236 -3%
AMCA
1979
Arthur M. Cohen & Associates
Illinois
$2.5M +$299K +1,105 +14%
HG
1980
Herbst Group
Connecticut
$2.5M +$1.06M +3,925 +76%
AWMT
1981
AAFMAA Wealth Management & Trust
North Carolina
$2.5M +$112K +414 +5%
OC
1982
Oakworth Capital
Alabama
$2.5M -$26K -96 -1%
SIA
1983
Schear Investment Advisers
Ohio
$2.5M +$233K +863 +11%
SWM
1984
Selective Wealth Management
Virginia
$2.49M -$207K -765 -8%
BWG
1985
Boomfish Wealth Group
Georgia
$2.49M +$54.6K +202 +2%
TSW
1986
Three Seasons Wealth
Utah
$2.48M +$35.1K +130 +1%
EA
1987
Ellsworth Advisors
Ohio
$2.47M +$112K +414 +5%
CCA
1988
Criterion Capital Advisors
Tennessee
$2.46M – – –
NPA
1989
Nichols & Pratt Advisers
Massachusetts
$2.45M +$888K +3,284 +58%
BAM
1990
Byrne Asset Management
New Jersey
$2.45M -$4.6K -17 -0.2%
RWP
1991
Revolve Wealth Partners
New Jersey
$2.45M +$91.9K +340 +4%
PBT
1992
Pictet Bank & Trust
Bahamas
$2.44M -$79.8K -295 -3%
CA
1993
Callahan Advisors
Texas
$2.44M +$270 +1 +0%
CCM
1994
CAAS Capital Management
New York
$2.44M +$2.4M +8,871 New
FFM
1995
Forum Financial Management
Illinois
$2.43M +$55.2K +204 +2%
LD
1996
Lipe & Dalton
New York
$2.43M -$6.76K -25 -0.3%
BC
1997
Bridgefront Capital
Texas
$2.43M +$202K +746 +9%
CAMV
1998
Concord Asset Management (Virginia)
Virginia
$2.43M +$280K +1,036 +13%
NED
1999
Nancy E. Dempze
$2.42M +$811K +3,000 +52%
GWSG
2000
GPS Wealth Strategies Group
Colorado
$2.41M -$107K -395 -4%
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80
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