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Name Holding Trade Value Shares
Change
Change in
Stake
SAS
1976
Stelac Advisory Services
New York
$135K +$127K +356 New
KBFS
1977
Kohmann Bosshard Financial Services
Ohio
$133K +$125K +350 New
TF
1978
TimeScale Financial
Massachusetts
$130K – – –
ECM
1979
Estabrook Capital Management
New York
$130K – – –
KWA
1980
KCS Wealth Advisory
California
$128K +$120K +336 New
APSP
1981
Asset Planning Services (Pennsylvania)
Pennsylvania
$126K +$715 +2 +0.6%
NL
1982
NVWM LLC
Pennsylvania
$124K +$4.65K +13 +4%
CA
1983
Centerpoint Advisors
Massachusetts
$124K +$17.9K +50 +18%
CTB
1984
Country Trust Bank
Illinois
$119K – – –
IRC
1985
Investors Research Corp
Georgia
$117K – – –
LWA
1986
Lenox Wealth Advisors
New York
$117K +$87.6K +245 +395%
CWM
1987
Cranbrook Wealth Management
Michigan
$116K – – –
MIM
1988
Macroview Investment Management
Maryland
$116K – – –
SCA
1989
Stuart Chaussee & Associates
California
$115K – – –
MFT
1990
Moisand Fitzgerald Tamayo
Florida
$110K -$7.51K -21 -7%
MCM
1991
McMillion Capital Management
North Carolina
$108K – – –
AIS
1992
Accurate Investment Solutions
Pennsylvania
$107K -$1.07K -3 -1%
TIM
1993
Tortoise Investment Management
New York
$103K -$34K -95 -26%
AAP
1994
Arax Advisory Partners
Colorado
$103K +$9.29K +26 +11%
APC
1995
Aspire Private Capital
North Carolina
$97K – – –
LJHT
1996
Laurie J. Hall Trustee
$96K – – –
TCCM
1997
Timber Creek Capital Management
Massachusetts
$95K – – –
FGAM
1998
Financial Gravity Asset Management
Texas
$94K -$43.3K -121 -33%
TI
1999
Truehand Inc
New Hampshire
$93K – – –
JGIA
2000
Jackson Grant Investment Advisers
Connecticut
$91K +$357 +1 +0.4%