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Name Holding Trade Value Shares
Change
Change in
Stake
YCG
1976
Yeomans Consulting Group
Georgia
$638K +$617K +1,069 New
WRPWM
1977
Werba Rubin Papier Wealth Management
California
$637K +$197K +342 +47%
CPSAC
1978
Chas P. Smith & Associates (CPS)
Florida
$635K +$173K +300 +39%
GCIM
1979
Gunn & Company Investment Management
Florida
$635K +$614K +1,065 New
A
1980
AlphaQuest
New York
$629K +$608K +1,055 New
SEIA
1981
Signature Estate & Investment Advisors
California
$627K +$61.1K +106 +11%
NGA
1982
Naples Global Advisors
Florida
$626K -$51.9K -90 -8%
GAA
1983
Guardian Asset Advisors
Pennsylvania
$624K +$603K +1,046 New
RMDI
1984
R.M. Davis Inc
Maine
$623K
MSS
1985
Mitchell Sinkler & Starr
Pennsylvania
$623K +$602K +1,044 New
TFA
1986
Toth Financial Advisory
Virginia
$622K -$13.3K -23 -2%
FI
1987
Fosun International
China
$620K -$6.19M -10,724 -91%
MCM
1988
Maple Capital Management
Vermont
$620K -$21.3K -37 -3%
TA
1989
TruWealth Advisors
Louisiana
$620K +$203K +352 +51%
TCM
1990
Traynor Capital Management
Pennsylvania
$619K -$205K -356 -26%
WAG
1991
Winthrop Advisory Group
Massachusetts
$619K
FFA
1992
Florida Financial Advisors
Florida
$618K +$598K +1,036 New
SAM
1993
Seelaus Asset Management
New Jersey
$616K +$219K +379 +58%
BFIC
1994
Bedell Frazier Investment Counselling
California
$614K -$2.88K -5 -0.5%
HT
1995
Heritage Trust
Oklahoma
$611K +$15K +26 +3%
CAC
1996
Certified Advisory Corp
Florida
$609K
JCM
1997
Jacobsen Capital Management
Utah
$605K -$45K -78 -7%
GIM
1998
Groesbeck Investment Management
New Jersey
$604K
ATC
1999
Adirondack Trust Company
New York
$604K +$1.15K +2 +0.2%
LWMG
2000
Levy Wealth Management Group
Pennsylvania
$603K