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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1976
JFS Wealth Advisors
Pennsylvania
$420K +$1.27K +22 +0.3%
BP
1977
BBR Partners
New York
$419K -$49.7K -863 -11%
GFS
1978
GYL Financial Synergies
Connecticut
$419K +$91.1K +1,581 +27%
HA
1979
Halsey Associates
Connecticut
$416K -$44.4K -771 -10%
JGIA
1980
Jackson Grant Investment Advisers
Connecticut
$416K +$1.32K +23 +0.3%
CNB
1981
Camden National Bank
Maine
$414K -$9.62K -167 -2%
BMC
1982
Benin Management Corp
Connecticut
$413K -$11.5K -200 -3%
SBWIC
1983
Schaper Benz & Wise Investment Counsel
Wisconsin
$413K – – –
KS
1984
Karpas Strategies
Connecticut
$412K – – –
MC
1985
Miramar Capital
Illinois
$409K +$64.3K +1,116 +18%
SFSIG
1986
San Francisco Sentry Investment Group
California
$408K -$166K -2,885 -29%
IWP
1987
Icon Wealth Partners
Texas
$408K -$41.5K -720 -9%
LWM
1988
Liberty Wealth Management
California
$408K +$158K +2,744 +62%
FSCM
1989
Front Street Capital Management
Montana
$407K -$864 -15 -0.2%
PFA
1990
Pettinga Financial Advisors
Indiana
$407K +$24.3K +421 +6%
WAS
1991
Winch Advisory Services
Wisconsin
$407K +$37.9K +658 +10%
BHWM
1992
Bay Harbor Wealth Management
Maryland
$404K -$65.4K -1,135 -14%
BFG
1993
Barber Financial Group
Kansas
$402K +$12.3K +213 +3%
PO
1994
Private Ocean
California
$402K +$50.3K +873 +14%
SRC
1995
Sage Rhino Capital
California
$401K +$230 +4 +0.1%
NPPM
1996
North Point Portfolio Managers
Ohio
$400K – – –
TF
1997
Trek Financial
Arizona
$400K +$461 +8 +0.1%
HI
1998
HBK Investments
Texas
$399K -$1.31M -22,715 -76%
LC
1999
Loews Corp
New York
$399K – – –
VCM
2000
Versant Capital Management
Arizona
$398K -$153K -2,648 -28%
78 79
80
81 82