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Name Holding Trade Value Shares
Change
Change in
Stake
FDDB
1976
Fidelity D&D Bancorp
Pennsylvania
$277K -$17K -48 -5%
JGUA
1977
John G. Ullman & Associates
New York
$276K – – –
ELM
1978
Elite Life Management
Florida
$276K +$262K +738 New
MBTD
1979
Mechanics Bank - Trust Department
California
$276K – – –
TCTC Holdings
1980
TCTC Holdings
Texas
$275K -$53.2K -150 -15%
First Command Advisory Services
1981
First Command Advisory Services
Texas
$275K +$12.8K +36 +4%
MAA
1982
Matrix Asset Advisors
New York
$275K -$354 -1 -0.1%
TIA
1983
Tandem Investment Advisors
South Carolina
$274K -$29.4K -83 -9%
RPGK
1984
Retirement Planning Group (Kansas)
Kansas
$274K +$65.9K +186 +28%
BWS
1985
Broadway Wealth Solutions
Texas
$273K +$2.83K +8 +0.9%
MSCM
1986
McElhenny Sheffield Capital Management
Texas
$272K +$303K +855 New
FCM
1987
Fourpath Capital Management
Oklahoma
$272K -$5.67K -16 -2%
RIM
1988
Redwood Investment Management
Arizona
$272K -$1.42K -4 -0.5%
WC
1989
Wexford Capital
Florida
$272K -$178K -502 -37%
EIA
1990
Edgemoor Investment Advisors
Maryland
$271K – – –
AI
1991
Arvest Investments
Arkansas
$270K +$1.06K +3 +0.4%
SNS Financial Group
1992
SNS Financial Group
Minnesota
$270K -$2.48K -7 -0.8%
OWA
1993
Opal Wealth Advisors
New York
$269K -$2.48K -7 -0.8%
RCM
1994
Radnor Capital Management
Pennsylvania
$269K – – –
NG
1995
Novem Group
New York
$269K -$989K -2,790 -77%
CP
1996
Castleview Partners
Texas
$269K -$2.48K -7 -0.8%
WA
1997
Westfuller Advisors
New York
$269K -$709 -2 -0.2%
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%