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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1976
Summit Financial Group
West Virginia
$542K
M
1977
MOTCO
Texas
$541K
AC
1978
AFAM Capital
Texas
$537K
ACS
1979
Archford Capital Strategies
Illinois
$535K +$500K +6,300 New
WPA
1980
West Paces Advisors
Georgia
$532K +$1.59K +20 +0.3%
MMHP
1981
Murphy Middleton Hinkle & Parker
Georgia
$532K +$74.6K +940 +18%
GSC
1982
G&S Capital
Colorado
$530K
LRIA
1983
Leonard Rickey Investment Advisors
Washington
$530K
CAS
1984
Cue Advisory Services
Arizona
$530K +$79.4K +1,000 +19%
JFL
1985
Jarislowsky, Fraser Ltd
Quebec, Canada
$528K +$103K +1,300 +26%
SCM
1986
SOL Capital Management
Maryland
$527K -$92.1K -1,160 -16%
OTC
1987
Opera Trading Capital
France
$527K +$476K +6,000 +3,000%
AW
1988
Alpha Windward
Massachusetts
$525K -$50.8K -640 -9%
SXL
1989
Summit X LLC
Missouri
$523K +$76.2K +960 +18%
JDR
1990
Jay D. Rosenbaum
$522K +$15.9K +200 +3%
EM
1991
Excalibur Management
Massachusetts
$522K +$33.3K +420 +7%
ICA
1992
Infrastructure Capital Advisors
New York
$520K +$486K +6,120 New
DLG
1993
Daniel L. Goodwin
$518K
GA
1994
Geller Advisors
New York
$518K
KC
1995
KHP Capital
Oklahoma
$518K
GMA
1996
Goldstein Munger & Associates
California
$518K +$6.35K +80 +1%
CHA
1997
Cooper/Haims Advisors
New York
$518K +$19K +240 +4%
MCP
1998
Mirador Capital Partners
California
$518K +$60.3K +760 +14%
BMCM
1999
Bryn Mawr Capital Management
Pennsylvania
$515K +$47.6K +600 +11%
SBA
2000
Secrest Blakey & Associates
North Carolina
$512K