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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1976
Manchester Capital Management
Vermont
$124K +$30.6K +181 +41%
VC
1977
Vestor Capital
Illinois
$120K -$4.22K -25 -4%
BCM
1978
Blume Capital Management
California
$120K -$16.9K -100 -14%
WOC
1979
West Oak Capital
California
$117K +$10.1K +60 +11%
OCM
1980
Osterweis Capital Management
California
$116K +$81.6K +483 +483%
TF
1981
Tompkins Financial
New York
$114K -$184K -1,090 -66%
AWM
1982
Abound Wealth Management
Tennessee
$114K +$9.8K +58 +11%
DIP
1983
DT Investment Partners
Pennsylvania
$113K
HDIM
1984
Hanson & Doremus Investment Management
Vermont
$111K -$4.9K -29 -5%
KIG
1985
Kessler Investment Group
Indiana
$111K
DCBT
1986
Dakota Community Bank & Trust
North Dakota
$109K +$64.5K +382 +232%
ACA
1987
Atlas Capital Advisors
Wyoming
$109K +$29.1K +172 +46%
POIA
1988
Pin Oak Investment Advisors
Texas
$109K +$5.91K +35 +7%
LJHT
1989
Laurie J. Hall Trustee
$109K +$30.4K +180 +49%
EARNEST Partners
1990
EARNEST Partners
Georgia
$107K
CNBTD
1991
Citizens National Bank Trust Department
Mississippi
$107K -$76.9K -455 -46%
CT
1992
Colonial Trust
South Carolina
$106K -$50K -296 -36%
RCG
1993
Rock Creek Group
District of Columbia
$105K +$38.9K +230 +77%
PWMG
1994
Prestige Wealth Management Group
New Jersey
$105K -$250K -1,479 -74%
FCB
1995
First Command Bank
Texas
$101K
FCFS
1996
First Command Financial Services
Texas
$101K
HGERS
1997
Householder Group Estate & Retirement Specialist
Arizona
$100K +$10.3K +61 +14%
M1FG
1998
Mach-1 Financial Group
Arkansas
$99.1K +$83.8K +496 New
MWM
1999
Mascoma Wealth Management
New Hampshire
$92.6K
CYG
2000
Clean Yield Group
Vermont
$92.1K