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Name Holding Trade Value Shares
Change
Change in
Stake
HI
1976
Human Investing
Oregon
$699K -$330K -8,478 -31%
FIB
1977
First Interstate Bank
Montana
$699K -$74.8K -1,923 -9%
BMA
1978
Brooks Moore & Associates
Tennessee
$696K -$11.7K -300 -2%
ALAM
1979
Asahi Life Asset Management
Japan
$696K -$29.6K -760 -4%
HA
1980
Harbor Advisors
Florida
$696K
FZCM
1981
Flynn Zito Capital Management
New York
$695K +$4.01K +103 +0.5%
SFI
1982
SPC Financial Inc
Maryland
$694K +$78.8K +2,024 +12%
OLA
1983
Oliver Luxxe Assets
New Jersey
$694K -$36.6K -940 -5%
MIM
1984
MTM Investment Management
South Carolina
$693K +$1.95K +50 +0.3%
CFS
1985
CRA Financial Services
New Jersey
$692K -$110K -2,816 -13%
HI
1986
Hoey Investments
Pennsylvania
$692K -$607K -15,596 -45%
LAM
1987
Lakewood Asset Management
Illinois
$692K -$21.8K -560 -3%
NF
1988
Norwood Financial
Pennsylvania
$690K +$106K +2,718 +17%
CG
1989
Clarus Group
Texas
$688K +$63.9K +1,641 +10%
RC
1990
Reik & Co
New York
$686K
VWMG
1991
Virginia Wealth Management Group
Virginia
$685K -$2.33K -60 -0.3%
SWA
1992
SOA Wealth Advisors
New York
$684K -$24.4K -626 -3%
GC
1993
Garde Capital
Washington
$682K +$440K +11,300 +155%
KLWA
1994
Kelly Lawrence W & Associates
California
$681K -$11.7K -300 -2%
SPW
1995
Sonoma Private Wealth
California
$681K +$50.8K +1,305 +8%
AC
1996
ASB Consultores
Florida
$679K +$49.5K +1,273 +7%
RIG
1997
Renaissance Investment Group
Massachusetts
$678K
SWM
1998
Salvus Wealth Management
New Jersey
$676K +$19K +488 +3%
CIM
1999
CIM Investment Management
Pennsylvania
$675K +$1.44K +37 +0.2%
WP
2000
WealthShield Partners
North Carolina
$674K -$37K -950 -5%