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Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1976
Brinker Capital Investments
Pennsylvania
$25K
CWM
1977
Cedar Wealth Management
California
$23K -$5.65K -177 -21%
HCM
1978
Herndon Capital Management
Georgia
$20K +$18.8K +589 New
LOT
1979
Lombard Odier Transatlantic
Quebec, Canada
$18K
LWA
1980
Lowe Wealth Advisors
Maryland
$16K +$2.78K +87 +22%
WCM
1981
Wealthcare Capital Management
Virginia
$14K
BCFS
1982
Butensky & Cohen Financial Security
Florida
$13K
CFG
1983
CKW Financial Group
Hawaii
$13K
MIM
1984
Macroview Investment Management
Maryland
$9K
TCM
1985
TD Capital Management
Tennessee
$8K
PO
1986
Private Ocean
California
$7K
HCM
1987
Horrell Capital Management
Arkansas
$6K +$670 +21 +13%
AFIA
1988
America First Investment Advisors
Nebraska
$4K -$6.73K -211 -67%
SA
1989
SRH Advisors
Kansas
$4K -$1.82K -57 -31%
PFG
1990
Piershale Financial Group
Illinois
$4K
RMPWM
1991
Rocky Mountain Private Wealth Management
Texas
$3K
SGAM
1992
Smith Group Asset Management
Texas
$3K
BC
1993
Barnett & Company
Tennessee
$2K
MDCM
1994
Morgan Dempsey Capital Management
Wisconsin
$2K +$2.23K +70 New
CM
1995
Corvex Management
New York
-$520M -18,486,216 Closed
SIG
1996
Senator Investment Group
New York
-$445M -15,810,000 Closed
JP
1997
Jana Partners
New York
-$399M -14,187,160 Closed
TCP
1998
Tourbillon Capital Partners
New York
-$207M -7,378,000 Closed
SCM
1999
Suvretta Capital Management
New York
-$189M -6,729,685 Closed
EM
2000
Elliott Management
New York
-$116M -4,137,458 Closed