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Name Holding Trade Value Shares
Change
Change in
Stake
VST
1976
Van Strum & Towne
California
$276K -$28.7K -1,035 -9%
VC
1977
Vicus Capital
Pennsylvania
$276K -$1.79M -64,404 -86%
NERM
1978
New England Research & Management
Illinois
$276K -$43K -1,550 -13%
PCM
1979
Prelude Capital Management
New York
$276K -$257K -9,263 -47%
AIA
1980
Armor Investment Advisors
North Carolina
$276K -$182K -6,557 -39%
OC
1981
Oarsman Capital
Wisconsin
$275K -$32.2K -1,158 -10%
CAM
1982
Close Asset Management
United Kingdom
$275K -$44.4K -1,600 -13%
CAL
1983
Capital Analysts LLC
Pennsylvania
$275K +$70.9K +2,552 +33%
QIM
1984
Quest Investment Management
Oregon
$275K
AWM
1985
Atticus Wealth Management
Florida
$274K
IIM
1986
Ironwood Investment Management
Massachusetts
$274K -$12.6K -455 -4%
RC
1987
Roundview Capital
New Jersey
$273K -$40K -1,441 -12%
AFG
1988
Allegheny Financial Group
Pennsylvania
$273K +$22K +793 +8%
IDBONY
1989
Israel Discount Bank of New York
New York
$272K -$204K -7,344 -42%
WH
1990
Willner & Heller
California
$272K -$11.2K -403 -4%
NQWM
1991
Northwest Quadrant Wealth Management
Oregon
$271K +$1.25K +45 +0.4%
HBW
1992
Hazlett, Burt & Watson
West Virginia
$271K -$102K -3,655 -26%
CGH
1993
CMG Global Holdings
Texas
$270K -$90.3K -3,250 -24%
SP
1994
Symmetry Partners
Connecticut
$270K -$127K -4,557 -31%
HGWM
1995
Horst & Graben Wealth Management
Oregon
$270K +$2.97K +107 +1%
SWA
1996
Sax Wealth Advisors
New Jersey
$270K -$34K -1,224 -11%
OCPWS
1997
One Charles Private Wealth Services
Massachusetts
$269K -$16.6K -599 -6%
CWA
1998
Centennial Wealth Advisory
Michigan
$269K +$41.5K +1,493 +17%
IFS
1999
Ifrah Financial Services
Arkansas
$268K -$639 -23 -0.2%
TFM
2000
TFC Financial Management
Massachusetts
$268K -$5.11K -184 -2%