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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1976
Commonwealth Financial Services
West Virginia
$18K – – –
SIA
1977
SeaBridge Investment Advisors
New Jersey
$18K – – –
LS
1978
Livforsakringsbolaget Skandia
Sweden
$16.2K +$13.1M +120,083 +675%
BIMC
1979
Benson Investment Management Company
Virginia
$13K +$11.8K +108 New
PVH
1980
Psagot Value Holdings
Israel
$11K +$9.8K +90 New
CAL
1981
Capital Advisors Ltd
Ohio
$10K – – –
CWM
1982
Cranbrook Wealth Management
Michigan
$10K – – –
DSI
1983
Daiwa SB Investments
Japan
$7K – – –
CIM
1984
Contravisory Investment Management
Massachusetts
$5K – – –
LBG
1985
Lloyds Banking Group
United Kingdom
$5K – – –
GS
1986
GAM Systematic
United Kingdom
$5K +$4.36K +40 New
MI
1987
Markston International
New York
$4K -$840K -7,716 -100%
SLF
1988
Sun Life Financial
Ontario, Canada
$3.07K -$256K -2,350 -87%
NC
1989
NewSquare Capital
Pennsylvania
$3K -$10.3K -95 -77%
HCM
1990
Horrell Capital Management
Arkansas
$3K – – –
KKAMG
1991
Kernodle & Katon Asset Management Group
Arkansas
$3K – – –
TP
1992
Truvvo Partners
New York
$2.68K -$3.7M -34,000 -60%
TCA
1993
Tortoise Capital Advisors
Kansas
$2K – – –
PK
1994
Pflug Koory
Nebraska
$1.22K +$1.13M +10,362 New
AWM
1995
AllSquare Wealth Management
New York
$1K – – –
BFM
1996
Boothbay Fund Management
New York
$899 +$349K +3,206 +72%
GVT
1997
Genesee Valley Trust
New York
$760 +$56.6K +520 +9%
AWMF
1998
Arbor Wealth Management (Florida)
Florida
$333 -$13.4K -123 -4%
MTB
1999
Mizuho Trust & Banking
Japan
– -$309M -3,003,878 Closed
PRO
2000
Pensioenfonds Rail & OV
Netherlands
– -$54.9M -598,919 Closed
78 79
80
81 82