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Name Holding Trade Value Shares
Change
Change in
Stake
PV
1976
Private Vista
Illinois
$204K +$192K +682 New
BCM
1977
BTR Capital Management
California
$204K +$193K +683 New
KFI
1978
Key Financial Inc
Pennsylvania
$204K +$193K +684 New
PT
1979
Plimoth Trust
Massachusetts
$203K +$192K +680 New
RAM
1980
Redmond Asset Management
Virginia
$203K +$192K +680 New
KA
1981
KLCM Advisors
Wisconsin
$202K -$29.3K -104 -13%
PCM
1982
Penn Capital Management
Pennsylvania
$202K +$191K +677 New
FM
1983
Family Management
New York
$202K +$191K +678 New
MCM
1984
MV Capital Management
Maryland
$201K +$2.82K +10 +2%
GWM
1985
Greenwich Wealth Management
Connecticut
$201K +$189K +672 New
SFG
1986
SNS Financial Group
Minnesota
$200K +$189K +670 New
FA
1987
Fortis Advisors
Pennsylvania
$199K – – –
SQA
1988
Simon Quick Advisors
New Jersey
$198K +$71.9K +255 +63%
ATC
1989
Adirondack Trust Company
New York
$196K +$14.1K +50 +9%
EWM
1990
EPG Wealth Management
Georgia
$191K +$180K +640 New
HCA
1991
Horan Capital Advisors
Ohio
$188K – – –
PO
1992
Private Ocean
California
$187K +$43.7K +155 +33%
SBL
1993
Sargent Bickham Lagudis
Colorado
$183K +$3.95K +14 +2%
BEI
1994
Benjamin Edwards Inc
Missouri
$176K -$25.1K -89 -13%
AIS
1995
Accurate Investment Solutions
Pennsylvania
$173K +$164K +581 New
MF
1996
Manchester Financial
California
$167K +$158K +560 New
WA
1997
Winfield Associates
Ohio
$161K – – –
VCM
1998
Vigilant Capital Management
Maine
$159K +$125K +443 +492%
SLF
1999
Sun Life Financial
Ontario, Canada
$158K -$58.6K -208 -28%
CB
2000
Community Bank
New York
$158K – – –