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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1976
Spreng Capital Management
Ohio
$225K +$220K +1,608 New
DIA
1977
Dana Investment Advisors
Wisconsin
$224K +$218K +1,597 New
BC
1978
Bridgefront Capital
Texas
$224K +$219K +1,599 New
FPIS
1979
Financial Planning & Information Services
Wisconsin
$224K +$219K +1,600 New
ME
1980
McIlrath & Eck
Washington
$223K -$7.66K -56 -3%
WAAG
1981
Wealth Alliance Advisory Group
Kansas
$223K -$7.11K -52 -3%
FRM
1982
Foundation Resource Management
Arkansas
$223K
HIP
1983
HUB Investment Partners
Texas
$223K +$217K +1,590 New
GFPC
1984
Global Financial Private Client
Florida
$223K -$71.5K -523 -25%
FCA
1985
FinTrust Capital Advisors
South Carolina
$222K -$5.88K -43 -3%
SICM
1986
Sustainable Insight Capital Management
New York
$222K -$2.19K -16 -1%
22CM
1987
20/20 Capital Management
California
$222K
OFS
1988
Oldfather Financial Services
Nebraska
$222K
CWM
1989
CCG Wealth Management
California
$221K +$215K +1,575 New
IR
1990
IAT Reinsurance
New York
$220K
CC
1991
Cadinha & Co
Hawaii
$220K +$215K +1,569 New
NSCM
1992
New South Capital Management
Tennessee
$220K +$215K +1,569 New
LAM
1993
Lountzis Asset Management
Pennsylvania
$219K
PIM
1994
Platinum Investment Management
Australia
$219K
PCP
1995
Proficio Capital Partners
Massachusetts
$218K +$213K +1,557 New
FPWM
1996
FSB Premier Wealth Management
Iowa
$218K +$213K +1,561 New
RG
1997
Renaissance Group
Kentucky
$217K -$45K -329 -18%
HHGA
1998
Halbert Hargrove Global Advisors
California
$217K +$211K +1,546 New
MCG
1999
McCollum Christoferson Group
New York
$217K +$212K +1,547 New
BBHBI
2000
B, B, H, & B Inc
Alabama
$217K +$212K +1,549 New