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Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
1976
Sand Hill Global Advisors
California
$212K +$215K +1,897 New
PCM
1977
Prelude Capital Management
New York
$211K -$492K -4,349 -70%
PP
1978
PDS Planning
Ohio
$211K +$17.2K +152 +9%
AIS
1979
Accurate Investment Solutions
Pennsylvania
$210K -$32.7K -289 -13%
JFA
1980
Johanson Financial Advisors
California
$210K -$2.04K -18 -1%
MC
1981
Marcus Capital
Illinois
$210K +$212K +1,875 New
SGK
1982
Steigerwald Gordon & Koch
Virginia
$209K -$113K -998 -35%
LCM
1983
Laurion Capital Management
New York
$207K +$210K +1,851 New
BC
1984
Banced Corp
Illinois
$205K -$543K -4,792 -72%
OLA
1985
Oliver Luxxe Assets
New Jersey
$205K -$63.1K -557 -22%
SIAS
1986
Shine Investment Advisory Services
Colorado
$205K +$1.02K +9 +0.5%
MM
1987
Meridian Management
Arkansas
$205K +$208K +1,833 New
SICM
1988
Sustainable Insight Capital Management
New York
$205K +$208K +1,838 New
RCA
1989
Rowland Carmichael Advisors
Arizona
$204K -$825K -7,287 -80%
H
1990
Hexavest
Quebec, Canada
$202K +$42.1K +372 +26%
DC
1991
DeDora Capital
California
$202K +$205K +1,807 New
HF
1992
HRT Financial
New York
$200K -$680K -6,008 -77%
HCM
1993
Hudson Capital Management
New Jersey
$200K +$203K +1,793 New
HIIFS
1994
Harel Insurance Investments & Financial Services
Israel
$198K -$370K -3,267 -62%
HCA
1995
Heck Capital Advisors
Wisconsin
$197K -$11.6K -102 -5%
IAS
1996
IMA Advisory Services
Colorado
$195K +$566 +5 +0.3%
LWA
1997
Lenox Wealth Advisors
New York
$190K +$41.8K +369 +28%
BL
1998
Balentine LLC
Georgia
$190K +$147K +1,296 +320%
LFG
1999
LifePlan Financial Group
Ohio
$187K – – –
RVM
2000
Robinson Value Management
Texas
$176K – – –