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Name Holding Trade Value Shares
Change
Change in
Stake
BL
1976
Balentine LLC
Georgia
$231K +$200K +564 +386%
SWK
1977
Stephen W. Kidder
$230K
HIM
1978
Hotaling Investment Management
Pennsylvania
$230K +$26.2K +74 +12%
CWM
1979
Chronos Wealth Management
Florida
$230K +$250K +706 New
PB
1980
Pinnacle Bancorp
Nebraska
$229K -$2.83K -8 -1%
CCM
1981
Chilton Capital Management
Texas
$228K -$266K -750 -52%
ARMC
1982
American Research & Management Company
Massachusetts
$228K
ETI
1983
Enterprise Trust & Investment
California
$228K
HIC
1984
Harvey Investment Company
Kentucky
$228K
NWA
1985
New World Advisors
Massachusetts
$228K
OC
1986
Oakmont Corp
California
$228K
WPIC
1987
White Pine Investment Company
Michigan
$228K
HFA
1988
Huber Financial Advisors
Illinois
$228K +$17.7K +50 +8%
DAM
1989
Deltec Asset Management
New York
$228K +$248K +700 New
FIM
1990
Fernwood Investment Management
Massachusetts
$227K -$209K -590 -46%
DFG
1991
Demars Financial Group
Washington
$227K +$246K +696 New
EWM
1992
Evermay Wealth Management
Virginia
$227K +$246K +696 New
FWCM
1993
First Western Capital Management
California
$226K
3F
1994
360 Financial
Minnesota
$226K +$232K +655 New
HCM
1995
Hall Capital Management
Rhode Island
$225K -$86.7K -245 -26%
FFC
1996
First Financial Corp
Indiana
$224K -$2.12K -6 -0.9%
KCM
1997
Kanawha Capital Management
Virginia
$224K
VCP
1998
Vista Capital Partners
Oregon
$223K -$17.7K -50 -7%
RIS
1999
Retirement Income Solutions
Michigan
$222K
WAM
2000
Weiss Asset Management
Massachusetts
$222K