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Name Holding Trade Value Shares
Change
Change in
Stake
EIA
1976
Edgemoor Investment Advisors
Maryland
$692K – – –
BTI
1977
Blue Trust Inc
Georgia
$691K -$47.9K -140 -7%
AAG
1978
Asset Advisory Group
New Jersey
$689K – – –
WFC
1979
Western Financial Corp
California
$689K +$80.4K +235 +14%
BAM
1980
Bosun Asset Management
Illinois
$688K -$3.42K -10 -0.5%
RB
1981
Rodgers Brothers
Pennsylvania
$687K – – –
APW
1982
Acima Private Wealth
Virginia
$685K – – –
SI
1983
Saxon Interests
Texas
$685K -$3.77K -11 -0.6%
SWA
1984
SFMG Wealth Advisors
Texas
$682K +$69.1K +202 +12%
OP
1985
Oslo Pensjonsforsikring
$680K +$88K +257 +16%
SP
1986
SmartHarvest Portfolios
Washington
$679K +$31.8K +93 +5%
RIM
1987
RW Investment Management
Idaho
$678K -$18.8K -55 -3%
VCM
1988
Voleon Capital Management
California
$678K +$129K +378 +25%
LCM
1989
Lazari Capital Management
California
$677K -$112K -326 -15%
WFAG
1990
Worth Financial Advisory Group
North Carolina
$677K +$640K +1,870 New
SPI
1991
Santori & Peters Inc
Pennsylvania
$676K – – –
ECA
1992
Elevated Capital Advisors
Utah
$675K -$375K -1,095 -37%
PP
1993
Paladin Partners
Wisconsin
$674K – – –
IA
1994
Insight Advisors
Pennsylvania
$672K -$7.87K -23 -1%
BI
1995
Bolthouse Investments
California
$670K – – –
BIA
1996
Beacon Investment Advisors
Maryland
$669K – – –
AFA
1997
AA Financial Advisors
Ohio
$669K -$345K -1,009 -35%
CCM
1998
Compass Capital Management
Minnesota
$668K -$171K -500 -21%
DE
1999
Diversified Enterprises
Delaware
$667K +$4.11K +12 +0.7%
AAA
2000
American Alpha Advisors
New York
$666K +$9.24K +27 +1%