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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1976
Klingman & Associates
New York
$289K +$28.7K +160 +10%
WP
1977
WealthSource Partners
California
$288K -$467K -2,601 -59%
SCA
1978
Stillwater Capital Advisors
Pennsylvania
$287K -$184K -1,024 -36%
JFL
1979
Jarislowsky, Fraser Ltd
Quebec, Canada
$285K +$6.11K +34 +2%
WA
1980
WealthTrust Axiom
Pennsylvania
$284K -$124K -692 -28%
PCTC
1981
Perkins Coie Trust Company
Washington
$283K -$80.8K -450 -20%
BCH
1982
Berkshire Capital Holdings
California
$281K +$316K +1,760 New
DPI
1983
Diversified Portfolios Inc
Michigan
$280K -$59.6K -332 -16%
SFG
1984
StrategIQ Financial Group
Indiana
$280K +$35.9K +200 +13%
FAG
1985
Financial Advisory Group
Texas
$279K -$35.4K -197 -10%
B
1986
Bellecapital
Switzerland
$279K +$314K +1,748 New
BCM
1987
Breiter Capital Management
Florida
$278K +$313K +1,741 New
FPCG
1988
Fort Pitt Capital Group
Pennsylvania
$277K -$122K -682 -28%
GC
1989
Grace Capital
Massachusetts
$276K -$7.19M -40,030 -96%
RWM
1990
Ritholtz Wealth Management
New York
$276K -$20.8K -116 -6%
MCM
1991
Maple Capital Management
Vermont
$275K -$53.5K -298 -15%
HFM
1992
Hartford Financial Management
Connecticut
$274K +$14.9K +83 +5%
RIG
1993
Renaissance Investment Group
Massachusetts
$271K -$3.59K -20 -1%
TI
1994
Telemetry Investments
New York
$271K +$304K +1,693 New
MHIC
1995
Marble Harbor Investment Counsel
Massachusetts
$271K +$304K +1,695 New
B
1996
Bridgeworth
Alabama
$271K +$307K +1,709 New
LRIA
1997
Leonard Rickey Investment Advisors
Washington
$270K -$10.4K -58 -3%
CHA
1998
Cooper/Haims Advisors
New York
$270K -$7.18K -40 -2%
FTI
1999
Fiduciary Trust International
Massachusetts
$269K -$12.4K -69 -4%
OWP
2000
Obermeyer Wealth Partners
Colorado
$267K -$19.8K -110 -6%