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Name Holding Trade Value Shares
Change
Change in
Stake
FWC
1976
First Washington Corp
Washington
$162K
BL
1977
Balentine LLC
Georgia
$159K +$9.95K +326 +7%
PG
1978
Patten Group
Tennessee
$155K -$32.2K -1,054 -17%
PRS
1979
Pinkerton Retirement Specialists
Idaho
$150K +$1.65K +54 +1%
CAW
1980
Cornerstone Advisors (Washington)
Washington
$148K +$29.2K +957 +25%
ECM
1981
Elgethun Capital Management
South Dakota
$148K +$147K +4,803 New
RPG
1982
Risk Paradigm Group
Texas
$146K
SEIA
1983
Signature Estate & Investment Advisors
California
$146K -$3.21K -105 -2%
FMP
1984
Financial Management Professionals
Texas
$146K
CHP
1985
Cable Hill Partners
Oregon
$143K -$21K -687 -13%
SIG
1986
Stanford Investment Group
California
$141K +$14.7K +481 +12%
LD
1987
Lipe & Dalton
New York
$141K +$139K +4,559 New
MIC
1988
MU Investments Company
Japan
$139K -$54.7K -1,792 -28%
LYV
1989
Live Your Vision
Pennsylvania
$136K -$7.94K -260 -6%
VIMU
1990
Veritas Investment Management (UK)
United Kingdom
$133K
BA
1991
BCM Advisors
Louisiana
$133K +$132K +4,313 New
BRC
1992
Bell Rock Capital
Delaware
$132K +$130K +4,243 New
RBC
1993
Roble Belko & Company
Pennsylvania
$130K +$20.9K +684 +19%
SIAP
1994
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$122K +$120K +3,946 New
FPTW
1995
Franklin, Parlapiano, Turner & Welch
Texas
$115K +$3.24K +106 +3%
FCT
1996
Family Capital Trust
Massachusetts
$114K
PIMJS
1997
PKO Investment Management Joint-Stock
Poland
$113K +$111K +3,652 New
LA
1998
Legacy Advisors
Pennsylvania
$110K +$109K +3,584 New
FFW
1999
Fusion Family Wealth
New York
$109K +$108K +3,536 New
RAM
2000
Riggs Asset Management
Pennsylvania
$103K -$20.5K -673 -17%