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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1976
Genesee Capital Advisors
New York
$471K +$446K +2,443 New
RWM
1977
Rench Wealth Management
Texas
$469K -$3.65K -20 -0.8%
HFS
1978
Howard Financial Services
Texas
$469K -$1.83K -10 -0.4%
OC
1979
Oakworth Capital
Alabama
$468K +$3.65K +20 +0.8%
KM
1980
Kalos Management
Georgia
$468K +$257K +1,407 +126%
FMTC
1981
Farmers & Merchants Trust Company
California
$467K +$54.8K +300 +14%
AC
1982
Addison Capital
Pennsylvania
$465K -$418K -2,290 -49%
CMANY
1983
Capital Management Associates (New York)
New York
$463K -$18.3K -100 -4%
SCM
1984
SOL Capital Management
Maryland
$462K
LIC
1985
Lodestar Investment Counsel
Illinois
$461K
WIC
1986
Woodmont Investment Counsel
Tennessee
$459K -$4.57K -25 -1%
TFO
1987
Tarbox Family Office
California
$459K +$20.8K +114 +5%
TRCT
1988
Tower Research Capital (TRC)
New York
$458K -$6.52M -35,709 -94%
SIAS
1989
Shine Investment Advisory Services
Colorado
$456K -$18.6K -102 -4%
WCA
1990
Westover Capital Advisors
Delaware
$453K -$8.04K -44 -2%
ZIC
1991
ZWJ Investment Counsel
Georgia
$453K +$2.19K +12 +0.5%
GIA
1992
Guyasuta Investment Advisors
Pennsylvania
$453K +$110K +600 +34%
EA
1993
Emerald Advisers
Pennsylvania
$451K
NAS
1994
Nicolet Advisory Services
Wisconsin
$451K
BW
1995
Biegel & Waller
Maryland
$451K +$9.14K +50 +2%
CCG
1996
Cypress Capital Group
Florida
$449K +$23.6K +129 +6%
CBTWT
1997
Community Bank & Trust (Waco, Texas)
Texas
$449K +$25.6K +140 +6%
GA
1998
Gateway Advisory
New Jersey
$447K
AFA
1999
American Financial Advisors
Georgia
$446K -$13.7K -75 -3%
JFA
2000
JNBA Financial Advisors
Minnesota
$445K -$18.3K -100 -4%