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Name Holding Trade Value Shares
Change
Change in
Stake
GPI
1976
General Partner Inc
Pennsylvania
$87.5K – – –
CSC
1977
Cove Street Capital
California
$86.2K +$79.4K +260 New
HCM
1978
Horrell Capital Management
Arkansas
$86K – – –
AT
1979
Arlington Trust
Alabama
$85.5K +$11.9K +39 +18%
Loomis, Sayles & Company
1980
Loomis, Sayles & Company
Massachusetts
$85K +$1.22K +4 +2%
SC
1981
Stephens Consulting
Michigan
$84.2K -$2.14K -7 -3%
SFCL
1982
Strengthening Families & Communities LLC
Massachusetts
$84.1K +$306 +1 +0.4%
AIM
1983
Arcadia Investment Management
Michigan
$82.9K – – –
CHC
1984
City Holding Co
West Virginia
$82.9K – – –
CA
1985
Centerpoint Advisors
Massachusetts
$81K – – –
FC
1986
Fairscale Capital
New Hampshire
$80.5K – – –
S
1987
Sachetta
Massachusetts
$79.2K -$2.75K -9 -4%
TCM
1988
Tradewinds Capital Management
Washington
$79.2K +$21.1K +69 +41%
CWM
1989
Cedar Wealth Management
California
$76.6K – – –
JPWM
1990
Jamison Private Wealth Management
Georgia
$74.9K -$1.83K -6 -3%
SR
1991
Syntax Research
Florida
$74.6K – – –
CYG
1992
Clean Yield Group
Vermont
$73.9K +$2.14K +7 +3%
CWM
1993
Cranbrook Wealth Management
Michigan
$73.2K +$13.1K +43 +24%
CCC
1994
Chelsea Counsel Company
California
$72.9K +$15.3K +50 +29%
AAG
1995
Armstrong Advisory Group
Massachusetts
$71.9K – – –
DP
1996
Denver PWM
Colorado
$71.9K +$917 +3 +1%
FFA
1997
Fairfield Financial Advisors
Massachusetts
$71.3K +$9.17K +30 +16%
WAS
1998
Winch Advisory Services
Wisconsin
$69.9K +$306 +1 +0.5%
BIA
1999
Bell Investment Advisors
California
$68.3K -$1.22K -4 -2%
AT
2000
Avalon Trust
New Mexico
$66.3K – – –