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Name Holding Trade Value Shares
Change
Change in
Stake
JGUA
1976
John G. Ullman & Associates
New York
$276K
ELM
1977
Elite Life Management
Florida
$276K +$262K +738 New
MBTD
1978
Mechanics Bank - Trust Department
California
$276K
TH
1979
TCTC Holdings
Texas
$275K -$53.2K -150 -15%
FCAS
1980
First Command Advisory Services
Texas
$275K +$12.8K +36 +4%
MAA
1981
Matrix Asset Advisors
New York
$275K -$354 -1 -0.1%
TIA
1982
Tandem Investment Advisors
South Carolina
$274K -$29.4K -83 -9%
RPGK
1983
Retirement Planning Group (Kansas)
Kansas
$274K +$65.9K +186 +28%
BWS
1984
Broadway Wealth Solutions
Texas
$273K +$2.83K +8 +0.9%
MSCM
1985
McElhenny Sheffield Capital Management
Texas
$272K +$303K +855 New
FCM
1986
Fourpath Capital Management
Oklahoma
$272K -$5.67K -16 -2%
RIM
1987
Redwood Investment Management
Arizona
$272K -$1.42K -4 -0.5%
WC
1988
Wexford Capital
Florida
$272K -$178K -502 -37%
EIA
1989
Edgemoor Investment Advisors
Maryland
$271K
AI
1990
Arvest Investments
Arkansas
$270K +$1.06K +3 +0.4%
SFG
1991
SNS Financial Group
Minnesota
$270K -$2.48K -7 -0.8%
OWA
1992
Opal Wealth Advisors
New York
$269K -$2.48K -7 -0.8%
RCM
1993
Radnor Capital Management
Pennsylvania
$269K
NG
1994
Novem Group
New York
$269K -$989K -2,790 -77%
CP
1995
Castleview Partners
Texas
$269K -$2.48K -7 -0.8%
WA
1996
Westfuller Advisors
New York
$269K -$709 -2 -0.2%
AFPL
1997
Advus Financial Partners, LLC
Florida
$269K -$100K -283 -25%
AFS
1998
Access Financial Services
Minnesota
$268K
SM
1999
Sweeney & Michel
California
$267K +$709 +2 +0.3%
EIP
2000
Ellis Investment Partners
Pennsylvania
$266K -$34.4K -97 -10%