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Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1976
Capital Advisors Inc
Oklahoma
$1.26M +$5.38K +46 +0.5%
CIC
1977
Chase Investment Counsel
Virginia
$1.26M +$420K +3,591 +58%
GKIM
1978
GW&K Investment Management
Massachusetts
$1.26M -$102K -875 -8%
GCA
1979
Greenwood Capital Associates
South Carolina
$1.26M -$25.4K -217 -2%
RF
1980
Rossby Financial
Florida
$1.26M +$282K +2,413 +33%
IVP
1981
Intrinsic Value Partners
Arizona
$1.26M -$15.2K -130 -1%
AP
1982
Anchyra Partners
Georgia
$1.25M +$62.6K +535 +6%
ZS
1983
Zenith Solutions
Pennsylvania
$1.25M +$1.14M +9,739 New
CCC
1984
Chesapeake Capital Corp
Florida
$1.25M +$89.4K +764 +9%
IDA
1985
Intelligence Driven Advisers
California
$1.25M -$262K -2,235 -19%
CWM
1986
Connecticut Wealth Management
Connecticut
$1.25M -$7.26K -62 -0.6%
CA
1987
Calton & Associates
Florida
$1.25M +$334K +2,854 +42%
EFG
1988
Everest Financial Group
Minnesota
$1.24M -$93.3K -797 -8%
PP
1989
Patron Partners
Texas
$1.24M +$819 +7 +0.1%
PCMM
1990
Piedmont Capital Management (Montana)
Montana
$1.24M -$33.5K -286 -3%
JE
1991
JMAC Enterprises
Pennsylvania
$1.24M +$562K +4,802 +100%
AFAS
1992
Acorn Financial Advisory Services
Virginia
$1.24M -$9.13K -78 -0.8%
SWK
1993
Stephen W. Kidder
$1.23M – – –
LAIC
1994
Lederer & Associates Investment Counsel
California
$1.23M +$9.83K +84 +0.9%
GDP
1995
Great Diamond Partners
Maine
$1.23M +$132K +1,126 +13%
THCM
1996
Taylor Hoffman Capital Management
Virginia
$1.23M – – –
AA
1997
Alta Advisers
United Kingdom
$1.23M – – –
PB
1998
Pinnacle Bancorp
Nebraska
$1.23M +$254K +2,167 +29%
SOS
1999
Silver Oak Securities
Tennessee
$1.23M -$9.95K -85 -0.9%
FFO
2000
Fiduciary Family Office
Florida
$1.23M -$154K -1,314 -12%