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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOH
1976
First National Bank of Hutchinson
Kansas
$443K +$39.3K +694 +10%
MWM
1977
MinichMacGregor Wealth Management
New York
$442K -$1.02M -18,072 -71%
PBO
1978
Peoples Bank (Ohio)
Ohio
$442K -$24.9K -440 -6%
QPWM
1979
Quadrant Private Wealth Management
Pennsylvania
$442K +$566 +10 +0.1%
LWCFA
1980
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$441K -$58.6K -1,035 -12%
BMC
1981
Benin Management Corp
Connecticut
$439K -$6.23K -110 -1%
CNB
1982
Camden National Bank
Maine
$439K +$7.82K +138 +2%
ACG
1983
Allen Capital Group
Nebraska
$438K +$44.9K +792 +12%
BWA
1984
Burt Wealth Advisors
Maryland
$435K -$24.1K -425 -5%
SCM
1985
Smith Capital Management
Arkansas
$435K +$85K +1,501 +26%
WFPG
1986
Waller Financial Planning Group
Ohio
$434K -$2.1K -37 -0.5%
JWA
1987
JFS Wealth Advisors
Pennsylvania
$433K -$7.76K -137 -2%
JGIA
1988
Jackson Grant Investment Advisers
Connecticut
$429K +$2.15K +38 +0.5%
SWM
1989
Selective Wealth Management
Virginia
$429K +$411K +7,251 New
SBWIC
1990
Schaper Benz & Wise Investment Counsel
Wisconsin
$428K +$48.1K +850 +13%
GCAC
1991
Guardian Capital Advisors (Canada)
Ontario, Canada
$427K – – –
KS
1992
Karpas Strategies
Connecticut
$427K +$8.78K +155 +2%
FSCM
1993
Front Street Capital Management
Montana
$422K – – –
BPA
1994
Beacon Pointe Advisors
California
$421K +$9.63K +170 +2%
CF
1995
Corrigan Financial
Rhode Island
$415K +$165K +2,907 +71%
SFP
1996
Shepherd Financial Partners
Massachusetts
$415K -$4.08K -72 -1%
SRC
1997
Sage Rhino Capital
California
$415K +$397K +7,012 New
NPPM
1998
North Point Portfolio Managers
Ohio
$414K – – –
TF
1999
Trek Financial
Arizona
$414K +$150K +2,640 +61%
LC
2000
Loews Corp
New York
$413K – – –
78 79
80
81 82