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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1976
Ayalon Insurance Company
Israel
$1.1M
ACA
1977
Aptus Capital Advisors
Alabama
$1.1M +$802K +9,640 +360%
DAM
1978
Delta Asset Management
Tennessee
$1.09M -$63.2K -760 -6%
GHAM
1979
Gilman Hill Asset Management
Connecticut
$1.09M
HC
1980
Hamilton Capital
Ohio
$1.09M +$54.9K +660 +6%
WAM
1981
Wolverine Asset Management
Illinois
$1.09M -$7.76M -93,300 -88%
PIM
1982
Partner Investment Management
California
$1.09M -$1.31M -15,800 -56%
CFD
1983
Creative Financial Designs
Indiana
$1.08M +$451K +5,420 +80%
JLBC
1984
J.L. Bainbridge & Co
Florida
$1.08M +$731K +8,780 +385%
CPSAC
1985
Chas P. Smith & Associates (CPS)
Florida
$1.08M -$15K -180 -1%
SBWM
1986
Sunflower Bank Wealth Management
Arizona
$1.08M
TCM
1987
Tanaka Capital Management
New York
$1.08M +$781K +9,380 +347%
FC
1988
Ferris Capital
Massachusetts
$1.07M +$166K +2,000 +20%
NCM
1989
Noesis Capital Mangement
Florida
$1.07M -$103K -1,240 -9%
SCM
1990
Snow Capital Management
Pennsylvania
$1.07M
PW
1991
Price Wealth
Texas
$1.07M +$15K +180 +2%
CAM
1992
Crestone Asset Management
Colorado
$1.07M +$151K +1,820 +18%
VWM
1993
Valley Wealth Managers
New Jersey
$1.07M -$54.9K -660 -5%
DBRC
1994
D.B. Root & Company
Pennsylvania
$1.06M +$21.6K +260 +2%
BWAM
1995
Boyd Watterson Asset Management
Ohio
$1.06M +$421K +5,060 +74%
FPFS
1996
First Personal Financial Services
North Carolina
$1.06M
HCM
1997
Hall Capital Management
Rhode Island
$1.06M +$215K +2,580 +28%
SA
1998
Sicart Associates
New York
$1.05M
NP
1999
NorthRock Partners
Minnesota
$1.05M -$581K -6,980 -37%
LWANC
2000
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.05M +$86.5K +1,040 +10%