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Name Holding Trade Value Shares
Change
Change in
Stake
FNT
1976
First Nebraska Trust
Nebraska
$205K +$199K +805 New
MW
1977
Marcum Wealth
Ohio
$204K +$198K +801 New
IMOV
1978
Investment Management of Virginia
Virginia
$203K +$198K +800 New
IP
1979
Isthmus Partners
Wisconsin
$203K +$198K +800 New
PFM
1980
Probabilities Fund Management
New York
$203K +$198K +800 New
SCM
1981
Sterneck Capital Management
Missouri
$203K +$198K +800 New
TBNY
1982
Trustco Bank (New York)
New York
$203K +$198K +800 New
PCIA
1983
Prime Capital Investment Advisors
Kansas
$202K -$6.94K -28 -3%
HCM
1984
Hengehold Capital Management
Ohio
$201K +$195K +789 New
9WM
1985
9258 Wealth Management
Ohio
$201K +$229K +925 New
DWM
1986
Darwin Wealth Management
Florida
$200K -$18.1K -73 -8%
KA
1987
KLCM Advisors
Wisconsin
$200K +$195K +788 New
LBD
1988
Landsberg Bennett & Dubbaneh
Florida
$200K +$200K +806 New
JWA
1989
JFS Wealth Advisors
Pennsylvania
$197K -$24.8K -100 -11%
FMP
1990
Financial Management Professionals
Texas
$195K
PW
1991
Price Wealth
Texas
$193K +$153K +619 +442%
HBT
1992
Hills Bank & Trust
Iowa
$191K -$1.24K -5 -0.7%
APWM
1993
Atlas Private Wealth Management
New York
$188K
ACM
1994
AUA Capital Management
Pennsylvania
$178K +$77.3K +312 +80%
CTB
1995
Country Trust Bank
Illinois
$176K -$7.43K -30 -4%
SIC
1996
Salem Investment Counselors
North Carolina
$167K
AWM
1997
AllSquare Wealth Management
New York
$158K
M
1998
MOTCO
Texas
$156K -$6.06M -24,481 -98%
TJHA
1999
Thomas J. Herzfeld Advisors
Florida
$156K
FFC
2000
First Financial Corp
Indiana
$155K +$27K +109 +22%