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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1976
Austin Private Wealth
Texas
$417K -$60K -140 -11%
SCP
1977
Sandhill Capital Partners
New York
$417K -$429 -1 -0.1%
ATC
1978
Adirondack Trust Company
New York
$417K +$1.72K +4 +0.4%
PG
1979
Patten Group
Tennessee
$416K -$607K -1,415 -57%
TP
1980
Tranquility Partners
Tennessee
$415K -$26.2K -61 -5%
AC
1981
Apella Capital
Connecticut
$415K +$188K +438 +62%
MCM
1982
McDonough Capital Management
Florida
$415K -$37.3K -87 -7%
BCM
1983
Brown Capital Management
Maryland
$415K -$355K -828 -43%
BIA
1984
Bigelow Investment Advisors
Maine
$415K +$21K +49 +5%
MAM
1985
MWA Asset Management
Massachusetts
$414K -$125K -291 -21%
CPA
1986
Capital Performance Advisors
California
$414K +$137K +319 +42%
KCM
1987
Kanawha Capital Management
Virginia
$412K
CP
1988
Camelot Portfolios
Ohio
$411K +$460K +1,073 New
HHRDM
1989
H&H Retirement Design & Management
Nevada
$411K
DOA
1990
D'Orazio & Associates
Virginia
$411K +$17.2K +40 +4%
SFCL
1991
Strengthening Families & Communities LLC
Massachusetts
$409K -$25.3K -59 -5%
EFG
1992
Ethos Financial Group
Pennsylvania
$409K
GSEP
1993
Golden State Equity Partners
California
$408K +$13.7K +32 +3%
IPAM
1994
Investment Partners Asset Management
New Jersey
$407K +$148K +346 +48%
RP
1995
Riverwater Partners
Wisconsin
$405K +$96.5K +225 +27%
JWA
1996
JFS Wealth Advisors
Pennsylvania
$404K -$1.29K -3 -0.3%
ECAM
1997
East Coast Asset Management
Massachusetts
$404K
BCA
1998
Bay Colony Advisors
Massachusetts
$403K +$1.72K +4 +0.4%
MJP
1999
Michael J. Puzo
$403K
SOAMC
2000
Spirit of America Management Corp
New York
$403K -$85.8K -200 -16%