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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1976
V Wealth Advisors
Kansas
$454K +$28.2K +709 +7%
PHAM
1977
Palisades Hudson Asset Management
Florida
$451K
FMB
1978
Field & Main Bank
Kentucky
$450K +$47.1K +1,187 +12%
WBG
1979
Wharton Business Group
Pennsylvania
$448K
WC
1980
Whitnell & Co
Illinois
$446K +$40 +1 +0%
LWANC
1981
Laurel Wealth Advisors (North Carolina)
North Carolina
$445K +$30.3K +764 +8%
OAM
1982
Occidental Asset Management
California
$443K
PJSIMP
1983
P.J. Schmidt Investment Management (PJS)
Wisconsin
$441K +$7.15K +180 +2%
HCIA
1984
Hochman Cole Investment Advisors
Illinois
$440K -$136K -3,433 -24%
HTHT
1985
Hemenway Trust Hemenway Trust
New Hampshire
$440K -$45.8K -1,154 -10%
WIM
1986
Wittenberg Investment Management
Massachusetts
$439K -$33.8K -850 -7%
WI
1987
WrapManager Inc
California
$437K +$422K +10,633 New
BCM
1988
BBT Capital Management
Texas
$436K +$421K +10,605 New
HCM
1989
HGI Capital Management
New York
$433K -$419K -10,540 -50%
DK
1990
Darrell & King
Virginia
$433K
NC
1991
Noked Capital
Israel
$433K
NI
1992
Noked Israel
Israel
$433K
WA1
1993
Wimmer Associates 1
California
$432K -$8.18K -206 -2%
EIA
1994
Eldridge Investment Advisors
New Hampshire
$431K +$119 +3 +0%
PD
1995
Planning Directions
Pennsylvania
$431K +$36.3K +914 +10%
BMM
1996
Buffington Mohr McNeal
Idaho
$429K -$1.39K -35 -0.3%
CAM
1997
Concorde Asset Management
Michigan
$428K -$20.2K -508 -5%
SWA
1998
SFMG Wealth Advisors
Texas
$428K -$6.08K -153 -1%
PWAG
1999
Polaris Wealth Advisory Group
California
$426K +$66.9K +1,686 +20%
GIA
2000
Granite Investment Advisors
New Hampshire
$424K -$14.7K -369 -3%