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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1976
Northwest Capital Management
Oregon
$153K – – –
CAM
1977
Close Asset Management
United Kingdom
$152K – – –
RMC
1978
Resources Management Corp
Connecticut
$149K – – –
PP
1979
PFS Partners
New Jersey
$147K – – –
ECM
1980
Elgethun Capital Management
South Dakota
$146K – – –
HIIFS
1981
Harel Insurance Investments & Financial Services
Israel
$142K +$10.3K +47 +7%
TFM
1982
TFC Financial Management
Massachusetts
$141K – – –
TF
1983
Tompkins Financial
New York
$141K – – –
FMP
1984
Financial Management Professionals
Texas
$141K – – –
PWMG
1985
Provence Wealth Management Group
California
$140K -$166K -757 -51%
CFD
1986
Creative Financial Designs
Indiana
$140K +$14.2K +65 +10%
LTI
1987
Laffer Tengler Investments
Tennessee
$138K – – –
CFS
1988
CGC Financial Services
Oregon
$138K -$3.06K -14 -2%
HFS
1989
HBC Financial Services
Washington
$137K – – –
HFM
1990
Harvest Fund Management
China
$136K -$256K -1,172 -62%
CCP
1991
Carmel Capital Partners
California
$136K +$120K +549 +343%
SWM
1992
Sanctuary Wealth Management
Idaho
$135K +$15.3K +70 +11%
OCM
1993
Osterweis Capital Management
California
$134K – – –
JFGIW
1994
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$134K -$26.3K -120 -15%
FWM
1995
Focused Wealth Management
New York
$127K +$12K +55 +9%
CCM
1996
Chilton Capital Management
Texas
$124K – – –
CCMW
1997
Cypress Capital Management (Wyoming)
Wyoming
$123K – – –
GWMIA
1998
Global Wealth Management Investment Advisory
Florida
$123K -$4.59K -21 -3%
FPF
1999
First Pacific Financial
Washington
$122K -$2.19K -10 -2%
BWP
2000
Baldwin Wealth Partners
Massachusetts
$121K – – –