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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1976
Cynosure Group
Utah
$603K
CWA
1977
Carolina Wealth Advisors
South Carolina
$603K +$564K +10,072 New
FNBOSM
1978
First National Bank of South Miami
Florida
$601K -$70.3K -1,257 -11%
BPCA
1979
Bank Pictet & Cie (Asia)
Singapore
$599K
QOP
1980
Quinn Opportunity Partners
Virginia
$599K
WCA
1981
Windsor Creek Advisors
Vermont
$599K
DA
1982
DCF Advisers
Connecticut
$599K +$560K +10,000 New
NC
1983
Noked Capital
Israel
$599K +$560K +10,000 New
NI
1984
Noked Israel
Israel
$599K +$560K +10,000 New
CBFP
1985
Cedar Brook Financial Partners
Ohio
$598K -$26.6K -476 -5%
WMG
1986
WESCAP Management Group
California
$598K
PCM
1987
Poehling Capital Management
Wisconsin
$598K +$504 +9 +0.1%
FMTC
1988
Farmers & Merchants Trust Company
California
$597K +$5.26K +94 +1%
SIA
1989
Soltis Investment Advisors
Utah
$597K +$558K +9,974 New
AIS
1990
American Investment Services
Massachusetts
$595K +$2.18K +39 +0.4%
SWA
1991
SFMG Wealth Advisors
Texas
$593K -$23.3K -417 -4%
VCP
1992
Verus Capital Partners
Arizona
$593K +$554K +9,903 New
CVM
1993
Cheviot Value Management
California
$591K -$72.2K -1,290 -12%
HWM
1994
Howard Wealth Management
Connecticut
$591K +$553K +9,884 New
AWA
1995
Alaska Wealth Advisors
Alaska
$589K +$551K +9,840 New
AA
1996
Aufman Associates
Pennsylvania
$589K +$551K +9,850 New
VWA
1997
V Wealth Advisors
Kansas
$587K
SIM
1998
SSI Investment Management
California
$584K -$2.02K -36 -0.4%
BMCM
1999
Bryn Mawr Capital Management
Pennsylvania
$584K +$546K +9,765 New
WCM
2000
Weik Capital Management
Pennsylvania
$583K +$10.5K +188 +2%