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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1976
Oak Asset Management
California
$412K +$29K +853 +7%
DC
1977
DeDora Capital
California
$409K +$12.4K +366 +3%
PPCM
1978
Pillar Pacific Capital Management
California
$408K -$24.5K -720 -5%
TIA
1979
Tiemann Investment Advisors
California
$408K +$5.37K +158 +1%
CPC
1980
Congress Park Capital
New York
$407K +$54.6K +1,608 +14%
AWM
1981
Apollon Wealth Management
South Carolina
$407K +$446K +13,123 New
MAWCM
1982
Mine & Arao Wealth Creation & Management
California
$405K +$3.19K +94 +0.7%
AFC
1983
AFT Forsyth & Company
Florida
$403K
SAM
1984
Seelaus Asset Management
New Jersey
$402K +$11.3K +333 +3%
LWANC
1985
Laurel Wealth Advisors (North Carolina)
North Carolina
$400K +$89.5K +2,635 +26%
H
1986
HoyleCohen
California
$399K +$4.72K +139 +1%
QCM
1987
Quest Capital Management
Texas
$397K -$1.02M -29,916 -70%
EGA
1988
Eagle Global Advisors
Texas
$396K -$91.7K -2,699 -17%
LFG
1989
LifePlan Financial Group
Ohio
$396K
HBWM
1990
Hollow Brook Wealth Management
New York
$395K
MPCG
1991
Matrix Private Capital Group
New York
$395K +$13.6K +400 +3%
TC
1992
TradeLink Capital
Illinois
$395K +$433K +12,732 New
GI
1993
Gradient Investments
Minnesota
$394K -$20.4K -601 -5%
KA
1994
Klingman & Associates
New York
$394K -$13.6K -400 -3%
CAN
1995
Claraphi Advisory Network
United States
$394K -$10.4K -306 -2%
FBA
1996
Front Barnett Associates
Illinois
$394K -$68 -2 -0%
SPC
1997
Stewart & Patten Company
California
$393K -$358K -10,540 -45%
RWM
1998
RKL Wealth Management
Pennsylvania
$392K -$29.9K -881 -7%
GWI
1999
Grace & White Inc
New York
$392K
HEIP
2000
Hudson Edge Investment Partners
New Jersey
$392K +$10.7K +316 +3%