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Name Holding Trade Value Shares
Change
Change in
Stake
SSW
1976
Smith Shellnut Wilson
Mississippi
$311K +$284K +5,976 New
SAM
1977
Summit Asset Management
Tennessee
$309K +$4.75K +100 +2%
SGK
1978
Steigerwald Gordon & Koch
Virginia
$307K +$280K +5,896 New
SMM
1979
Stadion Money Management
Georgia
$306K -$147K -3,091 -34%
PA
1980
Parkside Advisors
California
$306K -$22K -463 -7%
FM
1981
Family Management
New York
$305K -$149K -3,125 -35%
PAS
1982
Professional Advisory Services
Florida
$302K -$12M -252,153 -98%
RIG
1983
Roosevelt Investment Group
New York
$302K -$7.6K -160 -3%
LC
1984
Lincoln Capital
Nebraska
$300K -$7.41K -156 -3%
BMM
1985
Buffington Mohr McNeal
Idaho
$299K – – –
SC
1986
Searle & Co
Connecticut
$299K – – –
AC
1987
Avestar Capital
New York
$299K +$2.99K +63 +1%
DCM
1988
Driehaus Capital Management
Illinois
$299K +$273K +5,749 New
CFN
1989
Cordasco Financial Network
Florida
$297K – – –
PFT
1990
Providence First Trust
Arizona
$296K +$1.43K +30 +0.5%
RI
1991
Ridgewood Investments
New Jersey
$294K -$83K -1,746 -24%
GC
1992
Gilbert & Cook
Iowa
$294K -$6.61K -139 -2%
FAM
1993
Fenimore Asset Management
New York
$294K – – –
SWM
1994
Segment Wealth Management
Texas
$293K -$28.3K -595 -10%
CAM
1995
Covenant Asset Management
New Jersey
$293K – – –
OFS
1996
Orrstown Financial Services
Pennsylvania
$293K +$45.7K +962 +21%
CWP
1997
Capital Wealth Planning
Florida
$293K +$267K +5,621 New
CTA
1998
Colonial Trust Advisors
South Carolina
$291K -$190K -4,007 -42%
PCP
1999
Proficio Capital Partners
Massachusetts
$291K -$5.61K -118 -2%
CA
2000
Crewe Advisors
Utah
$291K +$30.5K +641 +13%