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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1976
Tradewinds Capital Management
Washington
$274K -$38.6K -1,129 -12%
RCA
1977
Rowland Carmichael Advisors
Arizona
$274K
CC
1978
Cornerstone Capital
California
$273K -$8K -234 -3%
SG
1979
StoneX Group
New York
$272K +$20.7K +607 +8%
LA
1980
LexAurum Advisors
Kansas
$271K +$103 +3 +0%
PFA
1981
Pathway Financial Advisors
Vermont
$267K
FCIM
1982
Fairview Capital Investment Management
California
$266K +$19.3K +564 +8%
ACM
1983
AUA Capital Management
Pennsylvania
$265K
FMB
1984
Field & Main Bank
Kentucky
$265K +$3.55K +104 +2%
VCM
1985
Vivaldi Capital Management
Illinois
$263K -$31.4K -920 -11%
AMCA
1986
Arthur M. Cohen & Associates
Illinois
$262K +$10.3K +300 +4%
OA
1987
Outfitter Advisors
Virginia
$262K +$34.8K +1,019 +15%
CWM
1988
Catamount Wealth Management
Connecticut
$262K +$74.1K +2,169 +47%
FCT
1989
Family Capital Trust
Massachusetts
$261K
CIC
1990
Chase Investment Counsel
Virginia
$261K +$41.4K +1,212 +19%
VSWA
1991
Vontobel Swiss Wealth Advisors
Switzerland
$260K
BOS
1992
Bank of Stockton
California
$259K
EA
1993
Elm Advisors
California
$258K -$12.6K -368 -5%
CFA
1994
Capstone Financial Advisors
Illinois
$258K
OWP
1995
Obermeyer Wealth Partners
Colorado
$257K
BA
1996
BKS Advisors
Michigan
$256K -$19.5K -570 -7%
SLA
1997
Silver Lake Advisory
Utah
$256K +$137 +4 +0%
TI
1998
Trexquant Investment
Connecticut
$255K +$253K +7,414 New
PAS
1999
Partnervest Advisory Services
California
$254K -$541K -15,836 -68%
ADMI
2000
Albert D. Mason Inc
Massachusetts
$253K -$51.7K -1,512 -17%