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Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
1976
First Nebraska Trust
Nebraska
$719K +$14.5K +262 +2%
5L
1977
55I LLC
Massachusetts
$719K -$153K -2,774 -17%
SFG
1978
Sowa Financial Group
Rhode Island
$719K +$7.91K +143 +1%
ACM
1979
Ayrshire Capital Management
Connecticut
$718K +$10.8K +196 +1%
EI
1980
Ellevest Inc
New York
$717K -$168K -3,046 -19%
CGA
1981
Crescent Grove Advisors
Illinois
$717K -$68.8K -1,244 -9%
QCIG
1982
Quad-Cities Investment Group
Iowa
$716K -$50.3K -910 -6%
RCM
1983
Regency Capital Management
Hawaii
$715K -$97.6K -1,765 -12%
GIA
1984
Granite Investment Advisors
New Hampshire
$715K -$10.8K -195 -1%
TCM
1985
Teza Capital Management
Illinois
$715K +$354K +6,397 +93%
WA
1986
Wealth Architects
California
$714K +$61.5K +1,111 +9%
FHC
1987
First Heartland Consultants
Missouri
$713K -$387K -7,004 -35%
CPWA
1988
Cerro Pacific Wealth Advisors
California
$713K -$160K -2,885 -18%
PP
1989
PDS Planning
Ohio
$713K -$64.1K -1,159 -8%
PCFFS
1990
Pacific Center for Financial Services
California
$707K -$101K -1,833 -12%
SIC
1991
Shoker Investment Counsel
Ohio
$707K +$118K +2,129 +19%
AMM
1992
American Money Management
California
$705K +$19.4K +350 +3%
SRC
1993
Shufro Rose & Co
New York
$703K +$98.3K +1,777 +16%
MA
1994
MBA Advisors
Pennsylvania
$701K -$7.36K -133 -1%
SAS
1995
Stelac Advisory Services
New York
$700K +$151K +2,722 +27%
GWM
1996
Gitterman Wealth Management
New Jersey
$696K -$2.54K -46 -0.4%
LBC
1997
Lawrence B. Cohen
$695K -$2.33M -42,083 -77%
BS
1998
Bessemer Securities
New York
$695K +$20.7K +375 +3%
MWM
1999
Minot Wealth Management
Massachusetts
$694K +$110K +1,983 +18%
MCM
2000
McKinley Capital Management
Alaska
$693K -$34K -615 -5%
78 79
80
81 82