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Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
1976
First Wilshire Securities Management
California
$295K – – –
BWM
1977
Baystate Wealth Management
Massachusetts
$293K -$115K -959 -29%
SCA
1978
Stillwater Capital Advisors
Pennsylvania
$293K – – –
KSA
1979
Ken Stern & Associates
California
$292K -$65.2K -545 -18%
I2I
1980
Insight 2811 Inc
Illinois
$291K -$23.9K -200 -7%
NWM
1981
Northwest Wealth Management
Iowa
$291K +$5.62K +47 +2%
AMG
1982
Asset Management Group
Connecticut
$289K +$2.03K +17 +0.7%
PFC
1983
Poplar Forest Capital
California
$288K -$38.7M -323,365 -99%
AW
1984
Alpha Windward
Massachusetts
$287K +$1.08K +9 +0.4%
BJ
1985
Brouwer & Janachowski
California
$285K -$50.2K -420 -14%
FC
1986
FCA Corp
Texas
$285K – – –
CG
1987
Corundum Group
Colorado
$284K +$12.9K +108 +5%
JCM
1988
Jag Capital Management
Missouri
$283K +$2.15K +18 +0.7%
TW
1989
Transform Wealth
Colorado
$282K -$136K -1,138 -31%
CRB
1990
Chad R. Baker
$282K – – –
DCM
1991
Delta Capital Management
New Jersey
$282K – – –
GC
1992
Gibson Capital
Pennsylvania
$281K – – –
IWA
1993
Intercontinental Wealth Advisors
Texas
$281K +$18.4K +154 +7%
BIA
1994
Barry Investment Advisors
Massachusetts
$277K -$5.26K -44 -2%
ACM
1995
AlphaStar Capital Management
North Carolina
$276K -$19.6K -164 -6%
TFA
1996
Toth Financial Advisory
Virginia
$272K -$23.7K -198 -8%
PWM
1997
Paulson Wealth Management
Illinois
$271K +$8.97K +75 +3%
MCM
1998
MV Capital Management
Maryland
$271K +$19.7K +165 +7%
WCM
1999
Whitener Capital Management
North Carolina
$270K -$12K -100 -4%
FC
2000
Fulcrum Capital
Washington
$270K -$5.62K -47 -2%
78 79
80
81 82