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Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1976
Redmond Asset Management
Virginia
$539K -$5.87K -52 -1%
WPW
1977
Winthrop Partners - WNY
New York
$538K -$13.8K -122 -2%
PFS
1978
Physicians Financial Services
North Carolina
$538K
MS
1979
Monetary Solutions
Ohio
$537K
BAM
1980
Brave Asset Management
New Jersey
$536K -$20.8K -184 -3%
IIL
1981
Income Insurance Ltd
$536K
HC
1982
Hamilton Capital
Ohio
$534K -$185K -1,637 -24%
ACM
1983
Aljian Capital Management
Nevada
$534K +$8.13K +72 +1%
FGWP
1984
Founders Grove Wealth Partners
Virginia
$534K +$26.1K +231 +5%
CAM
1985
Covenant Asset Management
New Jersey
$533K +$10.6K +94 +2%
VST
1986
Van Strum & Towne
California
$532K
WDG
1987
Wealth Dimensions Group
Ohio
$530K +$17.6K +156 +3%
PCMC
1988
Paragon Capital Management (Colorado)
Colorado
$529K -$23K -204 -4%
LIA
1989
LBMC Investment Advisors
Tennessee
$529K -$5.87K -52 -1%
WB
1990
West Bancorporation
Iowa
$528K +$35.9K +318 +7%
RCA
1991
Ranch Capital Advisors
Florida
$527K +$226 +2 +0%
WDC
1992
Woodward Diversified Capital
California
$527K -$90.9K -805 -13%
CSB
1993
City State Bank
Iowa
$525K +$1.81K +16 +0.3%
SAMT
1994
Select Asset Management & Trust
Pennsylvania
$524K -$11.3K -100 -2%
QC
1995
Quent Capital
New York
$524K -$79.2K -701 -12%
GFA
1996
Gallagher Fiduciary Advisors
Illinois
$524K +$8.92K +79 +2%
NWAG
1997
Net Worth Advisory Group
Utah
$523K -$656K -5,811 -53%
CAC
1998
Certified Advisory Corp
Florida
$523K +$13.4K +119 +2%
VCAM
1999
Van Cleef Asset Management
Ohio
$523K
CA
2000
Capital Advantage
California
$519K -$2.03K -18 -0.4%