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Name Holding Trade Value Shares
Change
Change in
Stake
VIMU
1976
Veritas Investment Management (UK)
United Kingdom
$138K
QAM
1977
QCI Asset Management
New York
$128K -$15.2K -482 -11%
GBBWRPM
1978
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$126K -$9.14K -290 -7%
CAW
1979
Cornerstone Advisors (Washington)
Washington
$122K -$28.7K -909 -19%
LYV
1980
Live Your Vision
Pennsylvania
$120K -$18.6K -591 -13%
HCM
1981
Herndon Capital Management
Georgia
$120K +$119K +3,759 New
FCT
1982
Family Capital Trust
Massachusetts
$118K
VIM
1983
Veritas Investment Management
United Kingdom
$114K -$74.8K -2,371 -40%
CHP
1984
Cable Hill Partners
Oregon
$112K -$45K -1,428 -29%
DSN
1985
D. Scott Neal
Kentucky
$105K +$16.7K +531 +19%
RBC
1986
Roble Belko & Company
Pennsylvania
$104K -$29.8K -945 -22%
MCM
1987
McKinley Capital Management
Alaska
$103K +$102K +3,236 New
SIAS
1988
Shine Investment Advisory Services
Colorado
$102K +$101K +3,198 New
AA
1989
AlphaMark Advisors
Kentucky
$95K -$13.3K -421 -12%
MIC
1990
MU Investments Company
Japan
$93K -$38.2K -1,212 -29%
TWMP
1991
Taylor Wealth Management Partners
Massachusetts
$92K -$5.99K -190 -6%
APSP
1992
Asset Planning Services (Pennsylvania)
Pennsylvania
$91K -$8.36K -265 -8%
NIC
1993
Northwest Investment Counselors
Oregon
$88K +$87.2K +2,765 New
FFW
1994
Fusion Family Wealth
New York
$85K -$2.65K -84 -3%
RWM
1995
Raffa Wealth Management
District of Columbia
$82.8K
RAM
1996
Riggs Asset Management
Pennsylvania
$76K -$6.56K -208 -8%
MUS
1997
Mitsubishi UFJ Securities
Japan
$72K +$61.5K +1,950 +661%
IUHSA
1998
Itau Unibanco Holding S.A.
Brazil
$69K +$30.2K +959 +80%
BC
1999
Barnett & Company
Tennessee
$66K +$23.3K +738 +55%
HCC
2000
Hirtle Callaghan & Co
Pennsylvania
$64K -$15.7K -499 -20%