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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1976
AF Advisors
California
$223K
CCM
1977
Copeland Capital Management
Pennsylvania
$223K
CCM
1978
Courage Capital Management
Tennessee
$223K
CIC
1979
Cutler Investment Counsel
Oregon
$223K
VBCG
1980
Valley Brook Capital Group
Pennsylvania
$223K
SAM
1981
Strategy Asset Managers
California
$223K +$238K +1,788 New
LA
1982
LexAurum Advisors
Kansas
$222K -$35.1K -264 -13%
LC
1983
Lincoln Capital
Nebraska
$222K -$15.8K -119 -6%
BWA
1984
BDO Wealth Advisors
Florida
$222K -$7.71K -58 -3%
GPA
1985
Garrison Point Advisors
California
$222K +$45.3K +341 +24%
WIM
1986
Warwick Investment Management
Texas
$221K
DOA
1987
D'Orazio & Associates
Virginia
$221K +$50.1K +377 +27%
ZIM
1988
Zacks Investment Management
Illinois
$221K +$236K +1,772 New
SWA
1989
Sutton Wealth Advisors
Florida
$221K +$55.7K +419 +31%
TC
1990
Tacita Capital
Ontario, Canada
$220K +$19.9K +150 +9%
SFS
1991
Strategic Financial Services
New York
$220K +$235K +1,770 New
AHC
1992
Adell Harriman & Carpenter
Texas
$219K
CP
1993
Castleview Partners
Texas
$217K -$42.1M -316,775 -99%
IWA
1994
Intercontinental Wealth Advisors
Texas
$217K -$523K -3,936 -69%
KOC
1995
Koss-Olinger Consulting
Florida
$217K +$232K +1,745 New
FB
1996
First Bancorp
Maine
$216K +$3.59K +27 +2%
OWA
1997
Octavia Wealth Advisors
Ohio
$215K +$230K +1,726 New
GEA
1998
Glen Eagle Advisors
New Jersey
$215K +$150K +1,125 +188%
SIC
1999
Sigma Investment Counselors
Michigan
$214K -$34.3K -258 -13%
KIG
2000
Kessler Investment Group
Indiana
$213K +$798 +6 +0.4%