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Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1976
Halbert Hargrove Global Advisors
California
$725K +$11.3K +254 +2%
BFG
1977
Berger Financial Group
Minnesota
$724K +$34.3K +775 +5%
HI
1978
Hendershot Investments
Virginia
$723K +$270K +6,100 +57%
LRIC
1979
Long Road Investment Counsel
Michigan
$721K
FQ
1980
First Quadrant
California
$721K +$10.6K +239 +1%
GC
1981
Gilbert & Cook
Iowa
$721K +$32.7K +739 +5%
OIM
1982
Orca Investment Management
Oregon
$720K -$80.1K -1,809 -10%
TCWM
1983
Total Clarity Wealth Management
Illinois
$720K -$3.23K -73 -0.4%
JFA
1984
JNBA Financial Advisors
Minnesota
$718K
DAM
1985
Derbend Asset Management
Georgia
$717K -$32.6K -736 -4%
HFG
1986
Heron Financial Group
New York
$715K -$46.2K -1,043 -6%
GDP
1987
Great Diamond Partners
Maine
$715K +$214K +4,825 +41%
LWA
1988
Lenox Wealth Advisors
New York
$714K -$18.6K -420 -2%
ICP
1989
Ironvine Capital Partners
Nebraska
$714K
PCG
1990
Private Capital Group
Connecticut
$713K +$44K +993 +6%
AWCI
1991
Alpine Woods Capital Investors
New York
$712K
FC
1992
Forte Capital
New York
$711K +$177 +4 +0%
DTL
1993
Dynamic Technology Lab
Singapore
$710K -$220K -4,959 -23%
BMA
1994
Brooks Moore & Associates
Tennessee
$709K -$8.28K -187 -1%
IFAM
1995
Institutional & Family Asset Management
Colorado
$709K +$31.5K +712 +5%
EL
1996
EMFO LLC
Florida
$709K +$177K +4,000 +32%
BONH
1997
Bank of New Hampshire
New Hampshire
$708K
SWMP
1998
Signature Wealth Management Partners
New Jersey
$708K +$107K +2,422 +17%
SSW
1999
Smith Shellnut Wilson
Mississippi
$707K
AIM
2000
ARGA Investment Management
Connecticut
$705K -$37.8K -854 -5%