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Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
1976
Kohmann Bosshard Financial Services
Ohio
$133K +$125K +350 New
TF
1977
TimeScale Financial
Massachusetts
$130K
ECM
1978
Estabrook Capital Management
New York
$130K
KWA
1979
KCS Wealth Advisory
California
$128K +$120K +336 New
APSP
1980
Asset Planning Services (Pennsylvania)
Pennsylvania
$126K +$715 +2 +0.6%
NL
1981
NVWM LLC
Pennsylvania
$124K +$4.65K +13 +4%
CA
1982
Centerpoint Advisors
Massachusetts
$124K +$17.9K +50 +18%
CTB
1983
Country Trust Bank
Illinois
$119K
IRC
1984
Investors Research Corp
Georgia
$117K
LWA
1985
Lenox Wealth Advisors
New York
$117K +$87.6K +245 +395%
CWM
1986
Cranbrook Wealth Management
Michigan
$116K
MIM
1987
Macroview Investment Management
Maryland
$116K
SCA
1988
Stuart Chaussee & Associates
California
$115K
MFT
1989
Moisand Fitzgerald Tamayo
Florida
$110K -$7.51K -21 -7%
MCM
1990
McMillion Capital Management
North Carolina
$108K
AIS
1991
Accurate Investment Solutions
Pennsylvania
$107K -$1.07K -3 -1%
TIM
1992
Tortoise Investment Management
New York
$103K -$34K -95 -26%
AAP
1993
Arax Advisory Partners
Colorado
$103K +$9.29K +26 +11%
APC
1994
Aspire Private Capital
North Carolina
$97K
LJHT
1995
Laurie J. Hall Trustee
$96K
TCCM
1996
Timber Creek Capital Management
Massachusetts
$95K
FGAM
1997
Financial Gravity Asset Management
Texas
$94K -$43.3K -121 -33%
TI
1998
Truehand Inc
New Hampshire
$93K
JGIA
1999
Jackson Grant Investment Advisers
Connecticut
$91K +$357 +1 +0.4%
BC
2000
Barnett & Company
Tennessee
$88K