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Name Holding Trade Value Shares
Change
Change in
Stake
LFM
1976
Lumina Fund Management
New York
$1.06M
PP
1977
Patron Partners
Texas
$1.06M +$8.64K +80 +0.8%
TCA
1978
Trifecta Capital Advisors
Illinois
$1.06M +$8.42K +78 +0.8%
MFC
1979
Mechanics Financial Corp
Ohio
$1.06M
AA
1980
Apriem Advisors
California
$1.06M -$15.3K -142 -1%
PCA
1981
Providence Capital Advisors
North Carolina
$1.05M -$2.71M -25,139 -72%
FFC
1982
First Financial Corp
Indiana
$1.05M -$52.6K -487 -5%
MMG
1983
Monetary Management Group
Missouri
$1.05M +$27K +250 +3%
CBNLCF
1984
Cognios Beta Neutral Large Cap Fund
Kansas
$1.05M +$52.8K +489 +5%
PPG
1985
Peak Planning Group
Colorado
$1.05M +$26.3K +244 +3%
FPF
1986
First Pacific Financial
Washington
$1.05M -$49.9K -462 -4%
SCM
1987
Seascape Capital Management
New Hampshire
$1.05M -$147K -1,359 -12%
CAMV
1988
Concord Asset Management (Virginia)
Virginia
$1.04M +$1.06M +9,782 New
WP
1989
WealthPLAN Partners
Nebraska
$1.04M -$265K -2,457 -20%
WTA
1990
Washington Trust Advisors
Massachusetts
$1.04M +$1.51K +14 +0.1%
DA
1991
DCM Advisors
New York
$1.04M -$13K -120 -1%
PA
1992
Prossimo Advisors
California
$1.03M -$32.8K -304 -3%
SFG
1993
Sather Financial Group
Texas
$1.03M
AF
1994
Arrow Financial
New York
$1.03M -$23.9K -221 -2%
HCM
1995
Highview Capital Management
Illinois
$1.03M +$20.7K +192 +2%
LAIC
1996
Lederer & Associates Investment Counsel
California
$1.03M +$249K +2,303 +31%
FHC
1997
First Heartland Consultants
Missouri
$1.02M -$132K -1,225 -11%
BOCM
1998
Bontempo Ohly Capital Management
Maryland
$1.02M -$2.12M -19,672 -67%
APA
1999
Astoria Portfolio Advisors
New York
$1.02M -$58.1K -538 -5%
TWP
2000
Tempus Wealth Planning
California
$1.02M -$65.9K -610 -6%