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Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1976
Princeton Global Asset Management
New Jersey
$458K -$65.1K -1,130 -13%
BP
1977
BBR Partners
New York
$458K +$14.6K +254 +3%
NAM
1978
NorthCoast Asset Management
Connecticut
$456K -$71.9K -1,249 -14%
FC
1979
Fulcrum Capital
Washington
$456K +$435K +7,550 New
ACM
1980
AUA Capital Management
Pennsylvania
$454K – – –
SRSA
1981
S.R. Schill & Associates
Washington
$454K – – –
DW
1982
Domani Wealth
Pennsylvania
$454K +$32.1K +558 +8%
PCMC
1983
Private Capital Management (Colorado)
Colorado
$453K +$403 +7 +0.1%
LI
1984
Lafayette Investments
Maryland
$452K -$38K -659 -8%
CG
1985
CFO4Life Group
Texas
$452K -$8.93K -155 -2%
DE
1986
Day & Ennis
Georgia
$451K +$2.65K +46 +0.6%
TI
1987
Tidal Investments
Wisconsin
$451K +$430K +7,467 New
JWA
1988
JFS Wealth Advisors
Pennsylvania
$448K +$4.43K +77 +1%
FNBOH
1989
First National Bank of Hutchinson
Kansas
$447K – – –
CFG
1990
CKW Financial Group
Hawaii
$446K – – –
PWM
1991
Paulson Wealth Management
Illinois
$446K +$25.5K +443 +6%
WAS
1992
Winch Advisory Services
Wisconsin
$445K +$13.9K +242 +3%
AC
1993
Avestar Capital
New York
$444K +$55.3K +961 +15%
C
1994
Cerebellum
California
$444K +$90.3K +1,568 +27%
SWM
1995
Selective Wealth Management
Virginia
$443K -$14K -243 -3%
JGIA
1996
Jackson Grant Investment Advisers
Connecticut
$441K +$1.32K +23 +0.3%
TC
1997
Trust Company
Kansas
$441K +$89.8K +1,559 +27%
KS
1998
Karpas Strategies
Connecticut
$436K – – –
MC
1999
Miramar Capital
Illinois
$434K -$6.05K -105 -1%
IFAM
2000
Institutional & Family Asset Management
Colorado
$433K -$10.5K -183 -2%
78 79
80
81 82