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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1976
Ipswich Investment Management
Massachusetts
$9.33M +$13K +60 +0.1%
SSWM
1977
Strait & Sound Wealth Management
California
$9.32M +$867K +3,997 +9%
ST
1978
Sabal Trust
Florida
$9.32M +$540K +2,490 +5%
JRP
1979
Jasper Ridge Partners
California
$9.31M
MIM
1980
Miller Investment Management
Pennsylvania
$9.31M -$7.81K -36 -0.1%
CIM
1981
Chapman Investment Management
California
$9.31M +$34.7K +160 +0.3%
MCWS
1982
McKinley Carter Wealth Services
West Virginia
$9.3M +$209K +965 +2%
MWM
1983
Manske Wealth Management
Texas
$9.29M +$2.41M +11,095 +29%
SH
1984
SeaTown Holdings
Singapore
$9.29M -$5.58M -25,700 -34%
AWM
1985
Affinity Wealth Management
Delaware
$9.28M +$55.1K +254 +0.5%
DCA
1986
DSG Capital Advisors
Minnesota
$9.27M +$162K +747 +2%
IA
1987
Insight Advisors
Pennsylvania
$9.27M +$51.9K +239 +0.5%
UHC
1988
Union Heritage Capital
Michigan
$9.26M
GSEP
1989
Golden State Equity Partners
California
$9.25M -$59.5K -274 -0.6%
LFP
1990
Leeward Financial Partners
Washington
$9.25M -$39.5K -182 -0.4%
WC
1991
Waterloo Capital
Texas
$9.25M +$1.68M +7,764 +19%
BKA
1992
Brick & Kyle Associates
Pennsylvania
$9.22M +$117K +541 +1%
ECM
1993
EagleClaw Capital Management
Massachusetts
$9.22M -$624K -2,877 -6%
BLC
1994
Brown, Lisle/Cummings
Rhode Island
$9.21M +$347K +1,601 +3%
TF
1995
Trek Financial
Arizona
$9.2M +$2.91M +13,387 +38%
BCM
1996
Blume Capital Management
California
$9.2M +$115K +531 +1%
UOC
1997
UBS O'Connor
Illinois
$9.2M +$3.64M +16,795 +53%
AA
1998
Alta Advisers
United Kingdom
$9.19M +$3.73M +17,180 +55%
MCCA
1999
Mill Creek Capital Advisors
Pennsylvania
$9.18M +$3.07M +14,167 +42%
KHLMTHM
2000
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$9.16M +$1.23M +5,685 +13%