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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1976
Greenwich Wealth Management
Connecticut
$208K +$199K +1,067 New
FA
1977
FCG Advisors
New Jersey
$207K +$198K +1,059 New
SC
1978
Slow Capital
California
$205K -$25.8K -138 -12%
GBA
1979
Garrison Bradford & Associates
New York
$205K +$196K +1,050 New
DCM
1980
Dimension Capital Management
Florida
$205K +$197K +1,053 New
TFCP
1981
Twin Focus Capital Partners
Massachusetts
$205K +$197K +1,053 New
VFP
1982
Verus Financial Partners
Virginia
$204K +$195K +1,044 New
TA
1983
Trellis Advisors
Washington
$203K -$38.1K -204 -16%
CMANY
1984
Capital Management Associates (New York)
New York
$203K +$194K +1,040 New
VCM
1985
Vision Capital Management
Oregon
$203K +$195K +1,042 New
TF
1986
TLWM Financial
Texas
$200K +$189K +1,013 New
GAM
1987
Gemmer Asset Management
California
$189K
ELI
1988
Empire Life Investments
Ontario, Canada
$187K
AWM
1989
Aevitas Wealth Management
Massachusetts
$185K +$560 +3 +0.3%
PCM
1990
Princeton Capital Management
New Jersey
$185K +$18.7K +100 +12%
CIA
1991
Cascade Investment Advisors
Oregon
$180K -$9.34K -50 -5%
CPA
1992
Clear Perspective Advisors
Illinois
$178K
Cohen & Steers
1993
Cohen & Steers
New York
$175K
OSNBOA
1994
Old Second National Bank of Aurora
Illinois
$174K +$46.7K +250 +39%
HIIFS
1995
Harel Insurance Investments & Financial Services
Israel
$171K -$616K -3,300 -79%
BWA
1996
Burt Wealth Advisors
Maryland
$170K +$187 +1 +0.1%
Winslow Capital Management
1997
Winslow Capital Management
Minnesota
$169K -$316M -1,690,853 -100%
HDIM
1998
Hanson & Doremus Investment Management
Vermont
$164K -$37K -198 -19%
POIA
1999
Pin Oak Investment Advisors
Texas
$161K -$42K -225 -21%
BAMG
2000
Brand Asset Management Group
Missouri
$161K +$154K +825 New