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Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
1976
Jackson Hole Capital Partners
Oklahoma
$596K +$42.4K +722 +7%
NAS
1977
Nicolet Advisory Services
Wisconsin
$593K -$46.3K -788 -7%
WMG
1978
WESCAP Management Group
California
$593K
SWA
1979
Sax Wealth Advisors
New Jersey
$592K +$117 +2 +0%
IFG
1980
Investors Financial Group
Minnesota
$591K -$17.4K -297 -3%
SRC
1981
Sage Rhino Capital
California
$590K -$1.23K -21 -0.2%
SFG
1982
Sunburst Financial Group
Alabama
$590K +$15.3K +261 +3%
AWM
1983
Avior Wealth Management
Nebraska
$589K +$30.1K +512 +5%
CP
1984
Camelot Portfolios
Ohio
$586K -$47.1K -802 -7%
Alyeska Investment Group
1985
Alyeska Investment Group
Illinois
$584K -$70.3M -1,197,525 -99%
QIM
1986
Quest Investment Management
Oregon
$584K
TCM
1987
Traynor Capital Management
Pennsylvania
$582K -$41.8K -713 -7%
CAM
1988
Cozad Asset Management
Illinois
$582K +$4.34K +74 +0.7%
EM
1989
ELCO Management
New York
$582K +$293K +4,988 +93%
FCFC
1990
First Commonwealth Financial Corp
Pennsylvania
$578K +$4.81K +82 +0.8%
HCM
1991
Hall Capital Management
Rhode Island
$578K +$605K +10,303 New
NFG
1992
Nadler Financial Group
Illinois
$576K -$31.6K -538 -5%
MF
1993
Manchester Financial
California
$573K
PGWM
1994
Parisi Gray Wealth Management
New Jersey
$573K +$3.46K +59 +0.6%
LAIC
1995
Lederer & Associates Investment Counsel
California
$573K +$99.5K +1,695 +20%
CAL
1996
Capital Analysts LLC
Pennsylvania
$571K -$148K -2,517 -20%
DSAM
1997
Dock Street Asset Management
Florida
$571K +$3.93K +67 +0.7%
AA
1998
Argent Advisors
Louisiana
$570K -$70.5K -1,202 -11%
MFW
1999
Mosaic Family Wealth
Missouri
$570K +$411 +7 +0.1%
BHTS
2000
Bar Harbor Trust Services
Maine
$568K -$8.04K -137 -1%