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Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
1976
First Business Financial Services
Wisconsin
$333K +$129K +9,600 +63%
NCM
1977
Northside Capital Management
Oregon
$332K +$11.3K +840 +4%
HKAM
1978
Horizon Kinetics Asset Management
New York
$331K -$66.7K -4,960 -17%
PFA
1979
Pathway Financial Advisors
Vermont
$328K
CFG
1980
CKW Financial Group
Hawaii
$326K +$32.3K +2,400 +11%
CFA
1981
Capstone Financial Advisors
Illinois
$326K +$328K +24,440 New
RMDI
1982
R.M. Davis Inc
Maine
$325K -$4.84K -360 -1%
RW
1983
Rede Wealth
Virginia
$324K +$14.5K +1,080 +5%
PWM
1984
Peterson Wealth Management
Nevada
$324K +$326K +24,240 New
AIP
1985
Ahrens Investment Partners
Louisiana
$323K +$16.1K +1,200 +5%
CG
1986
Clarus Group
Texas
$322K
EFG
1987
Everhart Financial Group
Ohio
$322K +$10.8K +800 +3%
AP
1988
Americana Partners
Texas
$322K +$24.7K +1,840 +8%
ONST
1989
Old North State Trust
North Carolina
$322K +$41.4K +3,080 +15%
WFMPM
1990
Woodley Farra Manion Portfolio Management
Indiana
$322K +$325K +24,160 New
GSBTD
1991
Glenview State Bank Trust Department
Illinois
$321K +$54.3K +4,040 +20%
BOS
1992
Bingham Osborn & Scarborough
California
$321K +$89.8K +6,680 +38%
OFA
1993
Oak Family Advisors
Illinois
$320K -$10.2K -760 -3%
HFS
1994
Howard Financial Services
Texas
$319K +$5.38K +400 +2%
BAS
1995
Brown Advisory Securities
Maryland
$318K -$136K -10,120 -30%
CWG
1996
Cornerstone Wealth Group
North Carolina
$318K -$7.53K -560 -3%
NHC
1997
Nicholas Hoffman & Company
Georgia
$317K -$53.8K -4,000 -14%
KMWM
1998
Keudell/Morrison Wealth Management
Oregon
$316K -$6.45K -480 -2%
HCA
1999
Harbour Capital Advisors
Virginia
$312K +$315K +23,400 New
SCM
2000
Southport Capital Management
Tennessee
$311K -$108K -8,040 -26%