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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1976
Corundum Group
Colorado
$272K +$7.33K +26 +3%
BWM
1977
Baystate Wealth Management
Massachusetts
$271K +$5.64K +20 +2%
SAM
1978
Summit Asset Management
Tennessee
$271K +$259K +918 New
BOPW
1979
Brandywine Oak Private Wealth
Pennsylvania
$270K -$53.3K -189 -17%
PWAP
1980
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$270K
NAS
1981
Nicolet Advisory Services
Wisconsin
$269K -$62K -220 -19%
PP
1982
PDS Planning
Ohio
$269K +$257K +910 New
BL
1983
Balentine LLC
Georgia
$268K -$48.2K -171 -16%
SSW
1984
Smith Shellnut Wilson
Mississippi
$268K
SRC
1985
Sage Rhino Capital
California
$268K +$5.92K +21 +2%
FAM
1986
Fred Alger Management
New York
$267K -$29M -102,928 -99%
LD
1987
Lipe & Dalton
New York
$266K
ACA
1988
Affinity Capital Advisors
California
$264K -$10.1K -36 -4%
W
1989
WealthOne
New York
$264K +$252K +894 New
HA
1990
Hamel Associates
New Jersey
$263K
FMW
1991
Farr Miller & Washington
District of Columbia
$261K -$96.4K -342 -28%
CAM
1992
Claret Asset Management
Quebec, Canada
$261K +$249K +882 New
CWC
1993
Carolinas Wealth Consulting
North Carolina
$260K
SYBT
1994
Stock Yards Bank & Trust
Kentucky
$260K +$10.7K +38 +5%
CB
1995
Community Bank
New York
$260K +$28.2K +100 +13%
MSA
1996
Marino Stram & Associates
Massachusetts
$259K +$247K +876 New
PL
1997
Parthenon LLC
Kentucky
$257K
RCM
1998
RNC Capital Management
California
$257K +$11.3K +40 +5%
ABTD
1999
Arvest Bank Trust Division
Oklahoma
$256K +$244K +865 New
BPB
2000
Badgley, Phelps & Bell
Washington
$255K -$20.3K -72 -8%