We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1976
Annex Advisory Services
Wisconsin
$850K +$46.6K +560 +5%
CCP
1977
Clarkston Capital Partners
Michigan
$847K -$120K -1,440 -11%
PAM
1978
Peak Asset Management
Colorado
$846K -$11.6K -140 -1%
FA
1979
Fagan Associates
New York
$845K +$126K +1,520 +16%
NWM
1980
Northwest Wealth Management
Iowa
$840K +$4.99K +60 +0.5%
CCM
1981
Carlson Capital Management
Minnesota
$837K -$81.5K -980 -8%
NME
1982
Notis-McConarty Edward
$835K +$359K +4,320 +64%
CP
1983
Cumberland Partners
Ontario, Canada
$834K -$13.3K -160 -1%
SIM
1984
Sonora Investment Management
Arizona
$834K +$61.5K +740 +7%
DA
1985
Doliver Advisors
Texas
$834K +$923K +11,100 New
NSG
1986
Nalls Sherbakoff Group
Tennessee
$834K +$923K +11,100 New
ACM
1987
Alta Capital Management
Utah
$830K -$234K -2,820 -20%
FI
1988
Financial Insights
Washington
$830K +$803K +9,660 New
PCM
1989
Pointe Capital Management
Michigan
$828K +$161K +1,940 +21%
W
1990
WealthOne
New York
$828K +$916K +11,020 New
HCP
1991
Holt Capital Partners
Texas
$826K +$43.2K +520 +5%
SFSG
1992
Stearns Financial Services Group
North Carolina
$825K +$196K +2,360 +27%
MA
1993
MONECO Advisors
Connecticut
$822K +$910K +10,940 New
TCM
1994
Tributary Capital Management
Nebraska
$819K
PIM
1995
Penobscot Investment Management
Massachusetts
$811K -$66.5K -800 -7%
Diamond Hill Capital Management
1996
Diamond Hill Capital Management
Ohio
$810K +$118K +1,420 +15%
LB
1997
Landmark Bank
Missouri
$807K +$133K +1,600 +18%
DDPIC
1998
Deroy & Devereaux Private Investment Counsel
Michigan
$805K +$13.3K +160 +2%
HKIM
1999
Hayek Kallen Investment Management
Alabama
$805K +$56.5K +680 +7%
LWANC
2000
Laurel Wealth Advisors (North Carolina)
North Carolina
$805K +$891K +10,720 New