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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1976
SOA Wealth Advisors
New York
$474K -$24.5K -603 -6%
GFA
1977
Gallagher Fiduciary Advisors
Illinois
$473K -$12.2K -300 -3%
LS
1978
Livforsakringsbolaget Skandia
Sweden
$473K +$176K +4,341 +86%
SCM
1979
Silvant Capital Management
Georgia
$473K
SA
1980
Shilanski & Associates
Alaska
$472K -$79.3K -1,952 -17%
HFS
1981
Howard Financial Services
Texas
$471K +$25.1K +618 +7%
EFMC
1982
Empire Financial Management Company
New York
$471K
BBNB
1983
Baker Boyer National Bank
Washington
$470K -$9.34K -230 -2%
GCIA
1984
Gabelli & Co Investment Advisers
New York
$470K
MIA
1985
MeadowBrook Investment Advisors
Michigan
$466K +$377K +9,280 New
FAM
1986
Flaharty Asset Management
Florida
$463K -$13.7K -338 -4%
AS
1987
Aware Super
Australia
$461K +$508K +12,502 New
IIM
1988
Ironwood Investment Management
Massachusetts
$460K
KCM
1989
Kendall Capital Management
Maryland
$460K -$196K -4,824 -35%
TWP
1990
Tempus Wealth Planning
California
$459K +$25.7K +633 +7%
CYG
1991
Clean Yield Group
Vermont
$459K
LSA
1992
Lion Street Advisors
Texas
$458K +$17.8K +438 +5%
CA
1993
Claro Advisors
Massachusetts
$458K +$53K +1,304 +17%
CS
1994
Cannell & Spears
New York
$458K
AWM
1995
Angeles Wealth Management
California
$458K +$42.9K +1,057 +13%
PA
1996
PSI Advisors
Florida
$457K +$3.58K +88 +1%
HFAS
1997
Hummer Financial Advisory Services
Illinois
$457K
CWM
1998
Chesapeake Wealth Management
Virginia
$456K -$8.13K -200 -2%
IFS
1999
Ifrah Financial Services
Arkansas
$456K -$27.3K -671 -7%
BHWA
2000
Beacon Harbor Wealth Advisors
Virginia
$456K +$59.8K +1,471 +19%