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Name Holding Trade Value Shares
Change
Change in
Stake
BLAM
1976
Bourne Lent Asset Management
New York
$203K – – –
AIM
1977
ARGA Investment Management
Connecticut
$202K – – –
HFG
1978
Heron Financial Group
New York
$201K – – –
PI
1979
Parkside Investments
Illinois
$201K – – –
RP
1980
Rowlandmiller & Partners
Georgia
$200K -$5.01K -60 -2%
FCA
1981
FinTrust Capital Advisors
South Carolina
$200K – – –
IA
1982
Independence Advisors
Pennsylvania
$200K – – –
FC
1983
Financial Consulate
Maryland
$200K +$167 +2 +0.1%
VCP
1984
Verus Capital Partners
Arizona
$198K -$83 -1 -0%
RCC
1985
Red Cedar Capital
Nebraska
$195K – – –
BS
1986
Bessemer Securities
New York
$194K -$5.34K -64 -3%
EWP
1987
Engrave Wealth Partners
Texas
$194K – – –
QT
1988
Quantbot Technologies
New York
$193K +$13.9K +167 +7%
CG
1989
Cutler Group
California
$191K -$25K -300 -11%
WQ
1990
Wealth Quarterback
New Jersey
$179K +$11.1K +133 +7%
CS
1991
Capital Square
Tennessee
$178K -$36.2K -434 -16%
SNBOSD
1992
Security National Bank of So Dak
Iowa
$176K – – –
VRM
1993
Vectors Research Management
New York
$171K -$6.92K -83 -4%
AAP
1994
Arax Advisory Partners
Colorado
$170K +$29.3K +351 +19%
LD
1995
Lipe & Dalton
New York
$168K – – –
CRCM
1996
Corbett Road Capital Management
Virginia
$168K +$178K +2,130 New
DOA
1997
D'Orazio & Associates
Virginia
$167K +$83 +1 +0%
SIAS
1998
Shine Investment Advisory Services
Colorado
$166K -$220K -2,633 -56%
IAS
1999
IMA Advisory Services
Colorado
$166K – – –
NC
2000
NewSquare Capital
Pennsylvania
$164K +$70K +839 +68%