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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1976
American Research & Management Company
Massachusetts
$16K +$12.4K +73 +183%
TLCM
1977
Twin Lakes Capital Management
California
$16K +$18.3K +108 New
ONST
1978
Old North State Trust
North Carolina
$16K +$19.3K +114 New
BBPWM
1979
Blue Bell Private Wealth Management
Pennsylvania
$15K – – –
PO
1980
Private Ocean
California
$15K +$4.92K +29 +38%
BA
1981
Bellwether Advisors
Nebraska
$15K +$18.3K +108 +3,600%
LFA
1982
Legend Financial Advisors
Pennsylvania
$14.8K +$17.5K +103 New
BC
1983
Barrett & Company
Rhode Island
$14.6K +$18.7K +110 New
WAM
1984
Worth Asset Management
Texas
$14K -$6.1K -36 -26%
DAC
1985
Dividend Assets Capital
South Carolina
$14K -$1.86K -11 -10%
SMG
1986
Spectrum Management Group
Indiana
$14K +$10.2K +60 +150%
AFS
1987
Annapolis Financial Services
Maryland
$14K +$15.9K +94 +1,880%
SC
1988
Steph & Co
Wisconsin
$13K – – –
CWA
1989
Clearview Wealth Advisors
Oregon
$12K -$16.1K -95 -54%
KFS
1990
Kelly Financial Services
Massachusetts
$11.4K – – –
DMKJ
1991
David M. Knott Jr
$11K – – –
RCM
1992
Raleigh Capital Management
North Carolina
$11K +$4.92K +29 +64%
IWP
1993
IAG Wealth Partners
Wisconsin
$11K +$9.84K +58 +290%
FP
1994
Financial Perspectives
Minnesota
$10.8K – – –
TFA
1995
Toth Financial Advisory
Virginia
$9K -$227K -1,337 -96%
TC
1996
Trust Company
Kansas
$9K -$18.8K -111 -65%
BCM
1997
Bourgeon Capital Management
Connecticut
$9K +$5.09K +30 +100%
DFCM
1998
Dark Forest Capital Management
Puerto Rico
$9K +$10.7K +63 New
SAM
1999
Strategic Asset Management
Minnesota
$8K -$7.29K -43 -43%
LF
2000
Lee Financial
Texas
$8K -$7.12K -42 -42%
78 79
80
81 82