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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1976
KLCM Advisors
Wisconsin
$202K -$29.3K -104 -13%
PCM
1977
Penn Capital Management
Pennsylvania
$202K +$191K +677 New
FM
1978
Family Management
New York
$202K +$191K +678 New
MCM
1979
MV Capital Management
Maryland
$201K +$2.82K +10 +2%
GWM
1980
Greenwich Wealth Management
Connecticut
$201K +$189K +672 New
SFG
1981
SNS Financial Group
Minnesota
$200K +$189K +670 New
FA
1982
Fortis Advisors
Pennsylvania
$199K
SQA
1983
Simon Quick Advisors
New Jersey
$198K +$71.9K +255 +63%
ATC
1984
Adirondack Trust Company
New York
$196K +$14.1K +50 +9%
EWM
1985
EPG Wealth Management
Georgia
$191K +$180K +640 New
HCA
1986
Horan Capital Advisors
Ohio
$188K
PO
1987
Private Ocean
California
$187K +$43.7K +155 +33%
SBL
1988
Sargent Bickham Lagudis
Colorado
$183K +$3.95K +14 +2%
BEI
1989
Benjamin Edwards Inc
Missouri
$176K -$25.1K -89 -13%
AIS
1990
Accurate Investment Solutions
Pennsylvania
$173K +$164K +581 New
MF
1991
Manchester Financial
California
$167K +$158K +560 New
WA
1992
Winfield Associates
Ohio
$161K
VCM
1993
Vigilant Capital Management
Maine
$159K +$125K +443 +492%
SLF
1994
Sun Life Financial
Ontario, Canada
$158K -$58.6K -208 -28%
CB
1995
Community Bank
New York
$158K
NSB
1996
Norway Savings Bank
Maine
$151K
WPA
1997
West Paces Advisors
Georgia
$151K
CAM
1998
Cacti Asset Management
Georgia
$150K
AFS
1999
Aft Forsyth & Sober
Florida
$149K +$141K +500 New
BAM
2000
Barrett Asset Management
New York
$149K +$141K +500 New