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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1976
Sterling Investment Management
Arizona
$370K -$1.06M -29,216 -73%
OAM
1977
Occidental Asset Management
California
$367K
SP
1978
Successful Portfolios
Florida
$367K +$47.7K +1,312 +14%
PJSIMP
1979
P.J. Schmidt Investment Management (PJS)
Wisconsin
$366K
BCI
1980
Brinker Capital Investments
Pennsylvania
$366K +$318K +8,757 +440%
HCIA
1981
Hochman Cole Investment Advisors
Illinois
$365K
BCM
1982
Bluefin Capital Management
New York
$364K +$388K +10,672 New
HIM
1983
Hanlon Investment Management
New Jersey
$363K -$385K -10,579 -50%
PGWM
1984
Parisi Gray Wealth Management
New Jersey
$363K +$32K +880 +9%
DK
1985
Darrell & King
Virginia
$359K
HCM
1986
HGI Capital Management
New York
$359K
CCM
1987
Carlson Capital Management
Minnesota
$355K +$9.86K +271 +3%
WA1
1988
Wimmer Associates 1
California
$354K -$4.25K -117 -1%
EIA
1989
Eldridge Investment Advisors
New Hampshire
$354K -$3.42K -94 -0.9%
AWA
1990
Acorn Wealth Advisors
Michigan
$353K -$14.8K -408 -4%
XSC
1991
X-Square Capital
Puerto Rico
$353K +$111K +3,047 +42%
TI
1992
Tidal Investments
Wisconsin
$353K +$204K +5,606 +118%
RA
1993
Rational Advisors
New York
$352K +$194K +5,341 +107%
PI
1994
PEAK6 Investments
Illinois
$351K -$207K -5,684 -36%
WIM
1995
Wittenberg Investment Management
Massachusetts
$348K -$17.5K -480 -4%
PAM
1996
PVG Asset Management
Colorado
$348K +$371K +10,196 New
DMIC
1997
Dixon Mitchell Investment Counsel
British Columbia, Canada
$345K -$36.8K -1,013 -9%
SFI
1998
SPC Financial Inc
Maryland
$344K -$4.4K -121 -1%
HFA
1999
High Falls Advisors
New York
$344K +$182 +5 +0%
CG
2000
Cynosure Group
Utah
$341K -$129K -3,534 -26%