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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1976
Gables Capital Management
Florida
$9.98M -$1.47M -11,322 -13%
S
1977
Surevest
California
$9.98M +$848K +6,542 +10%
CVM
1978
Cheviot Value Management
California
$9.97M -$241K -1,858 -2%
PRWA
1979
Platte River Wealth Advisors
Colorado
$9.93M -$111K -857 -1%
HHAA
1980
Henry H. Armstrong Associates
Pennsylvania
$9.91M +$488K +3,766 +5%
BCPWM
1981
Bradley & Co Private Wealth Management
Florida
$9.9M -$97.3K -751 -1%
TPA
1982
Trivium Point Advisory
Connecticut
$9.89M +$286K +2,207 +3%
RPA
1983
Rock Point Advisors
Vermont
$9.89M -$106K -821 -1%
HAC
1984
Harbor Advisory Corp
New Hampshire
$9.87M -$43K -332 -0.5%
PFSC
1985
Peoples Financial Services Corp
Pennsylvania
$9.87M -$246K -1,902 -3%
CI
1986
Capital International
California
$9.84M -$780K -6,017 -8%
SFG
1987
SageGuard Financial Group
Tennessee
$9.83M -$2.26M -17,457 -20%
HCM
1988
Hodges Capital Management
Texas
$9.83M -$423K -3,268 -4%
CIM
1989
Contrarius Investment Management
Jersey
$9.82M +$9.29M +71,708 New
CCM
1990
Copeland Capital Management
Pennsylvania
$9.82M +$136K +1,049 +1%
HBCM
1991
Heron Bay Capital Management
Michigan
$9.82M +$269K +2,078 +3%
CHP
1992
Cable Hill Partners
Oregon
$9.8M +$328K +2,528 +4%
FCMT
1993
Founders Capital Management (Texas)
Texas
$9.8M +$33.6K +259 +0.4%
HNW
1994
High Note Wealth
Minnesota
$9.79M -$68.4K -528 -0.7%
LWMM
1995
Legacy Wealth Management (Mississippi)
Mississippi
$9.79M
BAM
1996
Banta Asset Management
California
$9.79M -$1.07M -8,238 -10%
HFS
1997
Howard Financial Services
Texas
$9.78M -$58K -448 -0.6%
CFA
1998
Cahill Financial Advisors
Minnesota
$9.78M -$375K -2,898 -4%
PI
1999
Parkside Investments
Illinois
$9.76M -$1.1M -8,488 -11%
GCMG
2000
Gyroscope Capital Management Group
Florida
$9.75M +$2.14M +16,501 +30%