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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1976
Mezzasalma Advisors
New Jersey
$750K – – –
RSWM
1977
Robertson Stephens Wealth Management
California
$749K -$63K -1,245 -8%
WCM
1978
Weik Capital Management
Pennsylvania
$749K – – –
DAM
1979
Derbend Asset Management
Georgia
$746K -$224K -4,421 -23%
COCM
1980
Charter Oak Capital Management
New Hampshire
$746K -$3.09K -61 -0.4%
SW
1981
SlateStone Wealth
Florida
$746K +$167K +3,292 +29%
SIC
1982
Samalin Investment Counsel
New York
$745K -$15.8K -313 -2%
DAC
1983
Dividend Assets Capital
South Carolina
$745K +$4.55K +90 +0.6%
KCM
1984
Kathmere Capital Management
Pennsylvania
$743K +$330K +6,532 +81%
ST
1985
Sentinel Trust
Texas
$742K -$585K -11,558 -44%
MCM
1986
Marathon Capital Management
Maryland
$742K +$3.64K +72 +0.5%
BWM
1987
BCS Wealth Management
Tennessee
$741K +$71.6K +1,415 +11%
WPC
1988
Wedmont Private Capital
Pennsylvania
$741K +$115K +2,265 +18%
WA
1989
Wealth Architects
California
$738K +$11.1K +220 +2%
ACP
1990
Aveo Capital Partners
Colorado
$736K +$46K +910 +7%
HT
1991
Heritage Trust
Oklahoma
$734K -$23.9K -472 -3%
9WM
1992
9258 Wealth Management
Ohio
$734K +$92.2K +1,822 +14%
LA
1993
Latitude Advisors
Florida
$733K -$1.26M -24,982 -63%
HPWM
1994
Highland Private Wealth Management
Washington
$732K -$74K -1,462 -9%
SAM
1995
S.A. Mason
Michigan
$732K -$22K -435 -3%
AIM
1996
Axiom Investment Management
New York
$732K +$75.9K +1,500 +12%
RF
1997
Rollins Financial
Georgia
$730K +$178K +3,520 +32%
AIP
1998
Ahrens Investment Partners
Louisiana
$728K -$3.73M -73,737 -84%
FB
1999
First Bancorp
Maine
$726K +$43.2K +854 +6%
BBA
2000
Baader Bank Aktiengesellschaft
Germany
$726K +$723K +14,300 New
78 79
80
81 82