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Name Holding Trade Value Shares
Change
Change in
Stake
MC
1976
Marcus Capital
Illinois
$210K +$212K +1,875 New
SGK
1977
Steigerwald Gordon & Koch
Virginia
$209K -$113K -998 -35%
LCM
1978
Laurion Capital Management
New York
$207K +$210K +1,851 New
BC
1979
Banced Corp
Illinois
$205K -$543K -4,792 -72%
OLA
1980
Oliver Luxxe Assets
New Jersey
$205K -$63.1K -557 -22%
SIAS
1981
Shine Investment Advisory Services
Colorado
$205K +$1.02K +9 +0.5%
MM
1982
Meridian Management
Arkansas
$205K +$208K +1,833 New
SICM
1983
Sustainable Insight Capital Management
New York
$205K +$208K +1,838 New
RCA
1984
Rowland Carmichael Advisors
Arizona
$204K -$825K -7,287 -80%
H
1985
Hexavest
Quebec, Canada
$202K +$42.1K +372 +26%
DC
1986
DeDora Capital
California
$202K +$205K +1,807 New
HF
1987
HRT Financial
New York
$200K -$680K -6,008 -77%
HCM
1988
Hudson Capital Management
New Jersey
$200K +$203K +1,793 New
HIIFS
1989
Harel Insurance Investments & Financial Services
Israel
$198K -$370K -3,267 -62%
HCA
1990
Heck Capital Advisors
Wisconsin
$197K -$11.6K -102 -5%
IAS
1991
IMA Advisory Services
Colorado
$195K +$566 +5 +0.3%
LWA
1992
Lenox Wealth Advisors
New York
$190K +$41.8K +369 +28%
BL
1993
Balentine LLC
Georgia
$190K +$147K +1,296 +320%
LFG
1994
LifePlan Financial Group
Ohio
$187K
RVM
1995
Robinson Value Management
Texas
$176K
CAC
1996
Certified Advisory Corp
Florida
$175K -$7.02K -62 -4%
BCM
1997
Blume Capital Management
California
$173K
GAM
1998
Gemmer Asset Management
California
$166K -$6.23K -55 -4%
TAIM
1999
TD Ameritrade Investment Management
Nebraska
$165K +$147K +1,302 +761%
WCAMG
2000
Woodard & Company Asset Management Group
North Carolina
$157K -$10.2K -90 -6%