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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1976
Manchester Capital Management
Vermont
$111K -$216K -1,829 -70%
TSWM
1977
Tyler-Stone Wealth Management
Ohio
$106K -$9.31K -79 -9%
TC
1978
Trust Company
Kansas
$106K +$89.1K +756 New
TCA
1979
Trifecta Capital Advisors
Illinois
$103K – – –
CWC
1980
Carolinas Wealth Consulting
North Carolina
$102K +$45.1K +383 +111%
EFMH
1981
E Fund Management (HK)
Hong Kong
$100K +$83.9K +712 New
AP
1982
Atwood & Palmer
Missouri
$99.9K – – –
WIA
1983
Wetzel Investment Advisors
Indiana
$99.9K -$3.77K -32 -4%
SWM
1984
Sugarloaf Wealth Management
Georgia
$98.6K -$6.48K -55 -7%
OCM
1985
Orion Capital Management
California
$98.3K -$5.42K -46 -6%
BWL
1986
Bogart Wealth LLC
Virginia
$96.8K +$27.2K +231 +50%
VIA
1987
Virtus Investment Advisers
Connecticut
$95.3K +$80.1K +680 New
TLCM
1988
Twin Lakes Capital Management
California
$94.8K – – –
CHC
1989
City Holding Co
West Virginia
$94.8K – – –
RA
1990
Rational Advisors
New York
$92.5K -$48.8K -414 -39%
CA
1991
Continuum Advisory
Idaho
$91.1K +$80.4K +682 New
CPG
1992
Custom Portfolio Group
Colorado
$89.3K – – –
RWM
1993
Ruedi Wealth Management
Illinois
$88.8K – – –
HCA
1994
Heck Capital Advisors
Wisconsin
$87.8K – – –
SJIM
1995
St. Johns Investment Management
Florida
$87.8K +$73.9K +627 New
BCMLT
1996
Beacon Capital Management LLC (Tennessee)
Tennessee
$87.4K +$18.1K +154 +33%
MCA
1997
Maryland Capital Advisors
Maryland
$85.5K – – –
LTI
1998
Laffer Tengler Investments
Tennessee
$83K – – –
EDRH
1999
Edmond de Rothschild Holding
Switzerland
$82.3K +$13.9K +118 +25%
SOW
2000
State of Wyoming
Wyoming
$81.1K +$68.2K +579 New
78 79
80
81 82