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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1976
Palumbo Wealth Management
New York
$525K -$23.9K -606 -4%
NAS
1977
Nicolet Advisory Services
Wisconsin
$524K +$58.2K +1,475 +12%
CSI
1978
Cross Staff Investments
New York
$523K +$552 +14 +0.1%
LL
1979
LWMG LLC
Minnesota
$522K +$38.4K +974 +8%
KIC
1980
Kensington Investment Counsel
California
$522K -$211K -5,358 -29%
MCM
1981
McKinley Capital Management
Alaska
$520K -$4.5K -114 -0.8%
TL
1982
Tradewinds LLC
North Carolina
$520K +$528K +13,380 New
SIC
1983
Samalin Investment Counsel
New York
$518K -$18.3K -463 -3%
WWM
1984
Windsor Wealth Management
Indiana
$518K +$20.7K +526 +4%
KBG
1985
Kahn Brothers Group
New York
$517K -$25.6K -650 -5%
SMWM
1986
Silvia McColl Wealth Management
California
$516K +$4.97K +126 +1%
SJIM
1987
St. Johns Investment Management
Florida
$516K +$25.3K +641 +5%
PFBT
1988
Parkside Financial Bank & Trust
Missouri
$513K +$63.8K +1,619 +14%
DAM
1989
Derbend Asset Management
Georgia
$512K +$6.7K +170 +1%
NFC
1990
Northeast Financial Consultants
Connecticut
$511K -$7.97K -202 -2%
GAA
1991
Global Assets Advisory
Florida
$509K -$30.8K -780 -6%
PWAG
1992
Polaris Wealth Advisory Group
California
$509K -$13.2M -335,265 -96%
ACA
1993
Atlas Capital Advisors
Wyoming
$508K +$231K +5,863 +81%
RFA
1994
Resurgent Financial Advisors
Georgia
$508K -$122K -3,084 -19%
ICG
1995
InterOcean Capital Group
Tennessee
$508K +$213K +5,396 +70%
PMA
1996
Prudent Man Advisors
Illinois
$507K -$3.47K -88 -0.7%
WTA
1997
Washington Trust Advisors
Massachusetts
$507K -$14.8K -375 -3%
DG
1998
DMC Group
Alabama
$504K +$66.1K +1,676 +15%
BAM
1999
Brave Asset Management
New Jersey
$503K +$28.4K +720 +6%
CIM
2000
CIM Investment Management
Pennsylvania
$503K +$23.5K +595 +5%
78 79
80
81 82