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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1976
Samalin Investment Counsel
New York
$689K -$101K -282 -13%
BFG
1977
Beto Financial Group
Idaho
$688K -$34.2K -96 -4%
CFMC
1978
Curbstone Financial Management Corp
New Hampshire
$688K -$17.8K -50 -2%
MMPW
1979
Mitchell McLeod Pugh & Williams
Alabama
$687K +$7.13K +20 +1%
AIC
1980
Argus Investors Counsel
New York
$686K +$220K +617 +46%
UWS
1981
Unique Wealth Strategies
Illinois
$686K +$696K +1,951 New
EFMH
1982
E Fund Management (HK)
Hong Kong
$684K +$67K +188 +11%
RF
1983
Roxbury Financial
New Jersey
$684K +$9.98K +28 +1%
LCC
1984
Lincoln Capital Corp
Rhode Island
$684K -$104K -292 -13%
LF
1985
Lantz Financial
Illinois
$681K -$135K -380 -16%
CAM
1986
CPA Asset Management
Florida
$681K
OBWG
1987
Onyx Bridge Wealth Group
New York
$681K +$21.4K +60 +3%
DDC
1988
DF Dent & Co
Maryland
$680K
CA
1989
Crumly & Associates
Illinois
$680K +$37.1K +104 +6%
WFA
1990
Wellspring Financial Advisors
Ohio
$680K +$16.4K +46 +2%
SCP
1991
Stamos Capital Partners
California
$679K -$126K -354 -15%
PWM
1992
Paulson Wealth Management
Illinois
$678K -$416K -1,168 -38%
TFIPS
1993
Towarzystwo Funduszy Inwestycyjnych PZU SA
$678K -$119K -335 -15%
RIM
1994
RW Investment Management
Idaho
$678K +$687K +1,927 New
OC
1995
Oakworth Capital
Alabama
$676K +$23.5K +66 +4%
RBFC
1996
Roman Butler Fullerton & Co
Missouri
$675K +$15.3K +43 +2%
CF
1997
Convergence Financial
Missouri
$672K -$22.1K -62 -3%
BAM
1998
Bosun Asset Management
Illinois
$672K -$32.1K -90 -5%
EIA
1999
Edgemoor Investment Advisors
Maryland
$672K -$356 -1 -0.1%
AAG
2000
Asset Advisory Group
New Jersey
$669K