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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1976
Hilltop Partners
Indiana
$373K +$625 +10 +0.2%
BA
1977
Birinyi Associates
Connecticut
$371K – – –
CSA
1978
Cottage Street Advisors
Massachusetts
$371K +$125K +2,000 +57%
IRC
1979
Investors Research Corp
Georgia
$370K – – –
CG
1980
Clarus Group
Texas
$369K – – –
TCWA
1981
Turtle Creek Wealth Advisors
Texas
$369K +$75.6K +1,210 +28%
MW
1982
Members Wealth
Pennsylvania
$369K +$180K +2,890 New
RI
1983
Ridgewood Investments
New Jersey
$369K -$8.74K -140 -3%
AFG
1984
ABLE Financial Group
Arizona
$368K +$46.8K +750 +16%
EIP
1985
Epoch Investment Partners
New York
$367K +$72.4K +1,160 +27%
RIP
1986
RAM Investment Partners
Washington
$366K +$22.5K +360 +7%
AA
1987
Auxano Advisors
Washington
$366K +$18.7K +300 +6%
SCM
1988
Stonehearth Capital Management
Massachusetts
$366K – – –
CTA
1989
Colonial Trust Advisors
South Carolina
$366K +$35.6K +570 +12%
HWAM
1990
Hennion & Walsh Asset Management
New Jersey
$366K +$102K +1,640 +43%
FSA
1991
Fort Sheridan Advisors
Illinois
$366K +$339K +5,420 New
FDCP
1992
Foster Dykema Cabot & Partners
Massachusetts
$364K -$14.4K -230 -4%
NB
1993
Nicolet Bankshares
Wisconsin
$364K +$3.12K +50 +0.9%
BFA
1994
Bill Few Associates
Pennsylvania
$364K +$7.5K +120 +2%
DA
1995
Drake & Associates
Wisconsin
$363K – – –
BTWM
1996
Brass Tax Wealth Management
Ohio
$363K +$336K +5,380 New
VC
1997
Veracity Capital
Georgia
$361K -$65.6K -1,050 -16%
MIM
1998
Marco Investment Management
Georgia
$361K +$122K +1,960 +58%
LWM
1999
Liberty Wealth Management
California
$360K +$2.44M +39,020 New
TDC
2000
Thompson Davis & Co
Virginia
$359K +$7.5K +120 +2%
78 79
80
81 82