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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1976
Hartford Financial Management
Connecticut
$276K -$14.1K -100 -5%
SFPG
1977
Stonebridge Financial Planning Group
Florida
$276K
CYG
1978
Clean Yield Group
Vermont
$275K -$10.8K -77 -4%
FM
1979
Foster & Motley
Ohio
$275K -$4.22K -30 -1%
JHCP
1980
Jackson Hole Capital Partners
Oklahoma
$275K
KPW
1981
Kore Private Wealth
New York
$275K +$10.5K +75 +4%
WCWM
1982
Willow Creek Wealth Management
California
$274K +$15.6K +111 +6%
DDC
1983
DF Dent & Co
Maryland
$274K +$38.6K +275 +16%
HZ
1984
Hixon Zuercher
Ohio
$273K
PP
1985
PrairieView Partners
Minnesota
$272K +$422 +3 +0.1%
PCM
1986
Princeton Capital Management
New Jersey
$271K -$27.4K -195 -9%
CL
1987
Choreo LLC
Illinois
$270K
NF
1988
NTB Financial
Colorado
$270K
SFI
1989
SPC Financial Inc
Maryland
$270K +$27.4K +195 +11%
MHIC
1990
Marble Harbor Investment Counsel
Massachusetts
$269K -$134K -950 -32%
FNBSF
1991
First National Bank Sioux Falls
South Dakota
$269K
NJBEST
1992
New Jersey Better Educational Savings Trust
New Jersey
$269K
VW
1993
Vantage Wealth
California
$269K
WGAM
1994
Wilkinson Global Asset Management
New York
$269K
VCM
1995
Vivaldi Capital Management
Illinois
$268K -$7.31K -52 -2%
CAM
1996
Close Asset Management
United Kingdom
$268K
SA
1997
Syntax Advisors
New York
$268K +$50.3K +358 +22%
VCG
1998
Vantage Consulting Group
Virginia
$268K +$50.3K +358 +22%
PSF
1999
Pacific Sun Financial
California
$267K
HCM
2000
HMS Capital Management
Tennessee
$265K -$8.43K -60 -3%