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Name Holding Trade Value Shares
Change
Change in
Stake
LD
1976
Lipe & Dalton
New York
$107K
EARNEST Partners
1977
EARNEST Partners
Georgia
$103K +$13.8K +281 +16%
MS
1978
Mizuho Securities
Japan
$103K +$99K +2,020 New
VRM
1979
Vectors Research Management
New York
$101K
WCMN
1980
Westchester Capital Management (Nebraska)
Nebraska
$100K
JWM
1981
Janiczek Wealth Management
Colorado
$99K
IAS
1982
IMA Advisory Services
Colorado
$98K +$539 +11 +0.6%
LWA
1983
Lowe Wealth Advisors
Maryland
$97K
EI
1984
Ellevest Inc
New York
$95K +$7.99K +163 +10%
ME
1985
McIlrath & Eck
Washington
$93K
MUS
1986
Mitsubishi UFJ Securities
Japan
$93K +$89.2K +1,820 New
PAM
1987
Paradigm Asset Management
New York
$91.7K
FWM
1988
Focused Wealth Management
New York
$91K -$29.3K -598 -25%
AS
1989
Altshuler Shaham
Israel
$91K +$41.3K +842 +89%
GWS
1990
Glassman Wealth Services
Virginia
$90K -$87.6K -1,787 -50%
PCM
1991
Princeton Capital Management
New Jersey
$89K
CA
1992
Centerpoint Advisors
Massachusetts
$88K +$9.95K +203 +13%
TCM
1993
Tradewinds Capital Management
Washington
$87K
AWMF
1994
Arbor Wealth Management (Florida)
Florida
$87K +$9.75K +199 +13%
EWM
1995
Executive Wealth Management
Michigan
$84K -$20.9K -427 -21%
CWA
1996
Clarus Wealth Advisors
Arizona
$84K +$294 +6 +0.4%
KIG
1997
Kessler Investment Group
Indiana
$83K +$3.97K +81 +5%
MA
1998
MCF Advisors
Kentucky
$82K -$3.68K -75 -4%
VCM
1999
Vigilant Capital Management
Maine
$81K +$784 +16 +1%
LFG
2000
Larson Financial Group
Missouri
$80K -$11.5K -235 -13%