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Name Holding Trade Value Shares
Change
Change in
Stake
VFM
1976
Vision Financial Markets
Connecticut
$66.1K +$37.1K +375 +150%
IRAG
1977
Investment Research & Advisory Group
Georgia
$66K +$37.4K +378 +154%
CAM
1978
Chesapeake Asset Management
New York
$66K +$65.8K +665 New
LI
1979
LRI Investments
Florida
$65.6K -$510K -5,151 -89%
SL
1980
Salomon & Ludwin
Virginia
$63.9K -$13.3K -134 -18%
DMIC
1981
Dixon Mitchell Investment Counsel
British Columbia, Canada
$63.4K -$31.8K -321 -33%
MAM
1982
Meeder Asset Management
Ohio
$63.3K +$12.1K +122 +24%
KFAS
1983
Keating Financial Advisory Services
Kansas
$63.1K -$11.9K -120 -16%
BCM
1984
Boreal Capital Management
Florida
$63K -$101K -1,025 -62%
HIA
1985
Highland Investment Advisors
Florida
$63K +$62.9K +635 New
SW
1986
StrongBox Wealth
Missouri
$62.7K +$62.6K +632 New
CT
1987
Caldwell Trust
Florida
$61K -$116K -1,174 -66%
AP
1988
Atwood & Palmer
Missouri
$59.6K +$9.9K +100 +20%
NEWAS
1989
N.E.W. Advisory Services
Wisconsin
$58.1K +$26.7K +270 +86%
SIC
1990
SJS Investment Consulting
Ohio
$56K -$60.5K -611 -52%
FA
1991
Fedenia Advisers
Wisconsin
$55.6K -$300K -3,025 -84%
UOTTAIMCU
1992
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$55.6K +$11.5K +116 +26%
RFG
1993
REAP Financial Group
Texas
$55.5K +$6.04K +61 +12%
SG
1994
Sankala Group
Colorado
$55.1K -$4.46K -45 -9%
PB
1995
Prosperity Bancshares
Texas
$54.9K -$45.4K -459 -45%
DSC
1996
Duncker Streett & Co
Missouri
$54.6K -$253K -2,560 -82%
WBC
1997
West Branch Capital
Massachusetts
$53.1K
NSIM
1998
North Star Investment Management
Illinois
$51.9K -$58.7K -593 -53%
DMBA
1999
Deseret Mutual Benefit Administrators
Utah
$51.2K +$21.7K +219 +74%
BC
2000
Barrett & Company
Rhode Island
$50.6K +$11.9K +120 +31%