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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1976
Summit Asset Management
Tennessee
$309K +$4.75K +100 +2%
SGK
1977
Steigerwald Gordon & Koch
Virginia
$307K +$280K +5,896 New
SMM
1978
Stadion Money Management
Georgia
$306K -$147K -3,091 -34%
PA
1979
Parkside Advisors
California
$306K -$22K -463 -7%
FM
1980
Family Management
New York
$305K -$149K -3,125 -35%
PAS
1981
Professional Advisory Services
Florida
$302K -$12M -252,153 -98%
RIG
1982
Roosevelt Investment Group
New York
$302K -$7.6K -160 -3%
LC
1983
Lincoln Capital
Nebraska
$300K -$7.41K -156 -3%
BMM
1984
Buffington Mohr McNeal
Idaho
$299K
SC
1985
Searle & Co
Connecticut
$299K
AC
1986
Avestar Capital
New York
$299K +$2.99K +63 +1%
DCM
1987
Driehaus Capital Management
Illinois
$299K +$273K +5,749 New
CFN
1988
Cordasco Financial Network
Florida
$297K
PFT
1989
Providence First Trust
Arizona
$296K +$1.43K +30 +0.5%
RI
1990
Ridgewood Investments
New Jersey
$294K -$83K -1,746 -24%
GC
1991
Gilbert & Cook
Iowa
$294K -$6.61K -139 -2%
FAM
1992
Fenimore Asset Management
New York
$294K
SWM
1993
Segment Wealth Management
Texas
$293K -$28.3K -595 -10%
CAM
1994
Covenant Asset Management
New Jersey
$293K
OFS
1995
Orrstown Financial Services
Pennsylvania
$293K +$45.7K +962 +21%
CWP
1996
Capital Wealth Planning
Florida
$293K +$267K +5,621 New
CTA
1997
Colonial Trust Advisors
South Carolina
$291K -$190K -4,007 -42%
PCP
1998
Proficio Capital Partners
Massachusetts
$291K -$5.61K -118 -2%
CA
1999
Crewe Advisors
Utah
$291K +$30.5K +641 +13%
DA
2000
DSC Advisors
Illinois
$291K +$32K +674 +14%