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Name Holding Trade Value Shares
Change
Change in
Stake
IC
1976
Inscription Capital
Texas
$256K +$2.55K +7 +1%
MF
1977
Manchester Financial
California
$255K -$18.2K -50 -7%
PCA
1978
Peddock Capital Advisors
Massachusetts
$254K
VCP
1979
Vista Capital Partners
Oregon
$253K -$17.5K -48 -7%
DPI
1980
Diversified Portfolios Inc
Michigan
$253K -$1.46K -4 -0.6%
MCM
1981
Mitchell Capital Management
Kansas
$253K +$246K +675 New
AG
1982
Advocate Group
Minnesota
$252K
HB
1983
Horizon Bancorp
Indiana
$252K +$159K +438 +186%
KG
1984
Kilter Group
New York
$252K +$1.82K +5 +0.7%
RPGK
1985
Retirement Planning Group (Kansas)
Kansas
$252K +$245K +673 New
GP
1986
Guardian Partners
Canada
$252K -$855K -2,350 -78%
FCIM
1987
Fairview Capital Investment Management
California
$251K +$27.3K +75 +13%
SIM
1988
Seaview Investment Managers
Florida
$251K -$483K -1,327 -66%
SSG
1989
Summit Securities Group
New York
$251K +$148K +407 +155%
WAM
1990
Weatherly Asset Management
California
$250K -$4.73K -13 -2%
CCG
1991
Chatham Capital Group
Georgia
$250K -$2.91K -8 -1%
QFA
1992
Quantum Financial Advisors
California
$250K +$364 +1 +0.1%
ALA
1993
Atlas Legacy Advisors
California
$250K +$243K +669 New
FCFC
1994
First Citizens Financial Corp
Iowa
$250K
DWA
1995
Dorsey Wright & Associates
California
$249K
APW
1996
Austin Private Wealth
Texas
$249K -$48.7K -134 -17%
FFM
1997
Flagstone Financial Management
Nebraska
$249K
GB
1998
Goepper Burkhardt
South Carolina
$249K
PAG
1999
Paladin Advisory Group
Iowa
$248K -$162K -446 -40%
SM
2000
Sweeney & Michel
California
$248K +$727 +2 +0.3%