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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1976
Renaissance Investment Group
Massachusetts
$503K +$60.5K +2,000 +13%
CCA
1977
Cravens & Co Advisors
Tennessee
$503K -$174K -5,758 -25%
BFO
1978
Biltmore Family Office
North Carolina
$502K -$66.8K -2,210 -11%
PPP
1979
Private Portfolio Partners
New Jersey
$501K -$13.5K -447 -3%
OAM
1980
Oak Asset Management
California
$501K -$108K -3,570 -17%
ACM
1981
ADAR1 Capital Management
Texas
$501K +$526K +17,400 New
CM
1982
Caption Management
Oklahoma
$501K +$526K +17,400 New
APW
1983
Austin Private Wealth
Texas
$501K +$91.2K +3,017 +21%
AA
1984
Altman Advisors
Illinois
$500K -$594K -19,644 -53%
SAM
1985
Sompo Asset Management
Japan
$500K -$79.8K -2,640 -13%
SFS
1986
Strategic Financial Services
New York
$500K -$74.9K -2,478 -12%
NFG
1987
Norris Financial Group
South Carolina
$499K +$25.9K +858 +5%
PSC
1988
Prentiss Smith & Co
Vermont
$499K -$15.1K -500 -3%
NFSG
1989
Newbridge Financial Services Group
Florida
$497K +$83.7K +2,769 +19%
MHI
1990
Miller Howard Investments
New York
$497K -$15.9K -527 -3%
BWA
1991
Blodgett Wealth Advisors
California
$495K -$656K -21,697 -56%
GCA
1992
Gradient Capital Advisors
California
$495K -$62.6K -2,071 -11%
CHA
1993
Carmichael Hill & Associates
Maryland
$493K -$18.7K -620 -3%
FMP
1994
Financial Management Professionals
Texas
$492K +$92K +3,043 +22%
EWM
1995
Evermay Wealth Management
Virginia
$490K -$36.1K -1,194 -7%
BI
1996
Ballast Inc
Kentucky
$490K -$434K -14,342 -46%
AIA
1997
AIMZ Investment Advisors
California
$487K -$877 -29 -0.2%
WP
1998
Westmount Partners
California
$487K -$47.9K -1,586 -9%
SMA
1999
Sage Mountain Advisors
Georgia
$487K -$189K -6,255 -27%
SC
2000
Sepio Capital
Utah
$486K -$2.14M -70,723 -81%