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Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
1976
Owl Creek Wealth Partners
Colorado
$186K +$177K +375 New
BSB
1977
Bangor Savings Bank
Maine
$184K -$6.13K -13 -3%
CTA
1978
Colonial Trust Advisors
South Carolina
$180K
NSIM
1979
North Star Investment Management
Illinois
$180K +$2.36K +5 +1%
JSAM
1980
J. Safra Asset Management
New York
$180K +$8.96K +19 +6%
EI
1981
EFG International
$178K +$132K +280 +354%
HIA
1982
Harbor Investment Advisory
Maryland
$178K +$6.61K +14 +4%
BC
1983
Broadwater Capital
Massachusetts
$171K
TF
1984
Tompkins Financial
New York
$169K +$101K +214 +169%
PPA
1985
Pilgrim Partners Asia
Singapore
$169K
MAM
1986
Meeder Asset Management
Ohio
$166K +$63.2K +134 +67%
HCM
1987
Hollencrest Capital Management
California
$165K +$70.8K +150 +82%
CB
1988
CNB Bank
Pennsylvania
$164K -$20.8K -44 -12%
BA
1989
Ballast Advisors
Minnesota
$164K +$156K +330 New
PWMG
1990
Private Wealth Management Group
New Jersey
$160K +$5.19K +11 +4%
KFI
1991
Key Financial Inc
Pennsylvania
$159K -$944 -2 -0.6%
WIM
1992
Westside Investment Management
California
$157K
WPWM
1993
Western Pacific Wealth Management
Illinois
$157K +$22.6K +48 +18%
GFA
1994
Godfrey Financial Associates
New York
$157K
MA
1995
MCF Advisors
Kentucky
$156K -$29.3K -62 -16%
BCM
1996
Blume Capital Management
California
$154K -$9.44K -20 -6%
PSB
1997
Piscataqua Savings Bank
New Hampshire
$152K
Cohen & Steers
1998
Cohen & Steers
New York
$149K
ACA
1999
Atlas Capital Advisors
Wyoming
$149K
WBC
2000
West Branch Capital
Massachusetts
$146K -$16K -34 -10%