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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1976
LVW Advisors
New York
$346K +$10.4K +59 +3%
PI
1977
PHH Investments
Texas
$344K – – –
FAG
1978
Financial Advisory Group
Texas
$343K +$46K +260 +15%
PIM
1979
Platinum Investment Management
Australia
$342K – – –
PTC
1980
Provident Trust Company
Wisconsin
$341K – – –
GBBWRPM
1981
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$341K +$74.1K +419 +30%
LIC
1982
Lodestar Investment Counsel
Illinois
$338K – – –
SGS
1983
Sterling Global Strategies
California
$334K -$129K -732 -28%
MCMT
1984
Moon Capital Management (Tennessee)
Tennessee
$332K +$333K +1,883 New
HPC
1985
Hobart Private Capital
North Carolina
$330K +$331K +1,872 New
DCM
1986
Donaldson Capital Management
Indiana
$329K +$14.8K +84 +5%
CBOA
1987
Commonwealth Bank of Australia
Australia
$328K +$707 +4 +0.2%
DIP
1988
DT Investment Partners
Pennsylvania
$328K +$12.7K +72 +4%
NCM
1989
Nelson Capital Management
California
$327K -$127K -716 -28%
SFC
1990
SYM Financial Corp
Indiana
$327K +$328K +1,853 New
MFW
1991
Mosaic Family Wealth
Missouri
$326K -$20.9K -118 -6%
DDC
1992
DF Dent & Co
Maryland
$326K – – –
RWM
1993
Ritholtz Wealth Management
New York
$326K +$24.9K +141 +8%
BHBT
1994
Burke & Herbert Bank & Trust
Virginia
$325K +$57.8K +327 +22%
AWA
1995
Acorn Wealth Advisors
Michigan
$322K +$302K +1,709 New
CA
1996
Corrado Advisors
New Jersey
$320K -$23K -130 -7%
CAS
1997
Cue Advisory Services
Arizona
$319K +$53.6K +303 +20%
VIM
1998
Vista Investment Management
Pennsylvania
$319K +$319K +1,807 New
LFA
1999
Legacy Financial Advisors
Kentucky
$319K +$320K +1,812 New
YMRC
2000
Yorktown Management & Research Company
Virginia
$318K – – –
78 79
80
81 82