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Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1976
Range Financial Group
Oregon
$448K +$114K +4,356 +33%
EPIMS
1977
Evelyn Partners Investment Management Services
$447K +$70.5K +2,696 +18%
BI
1978
Beckerman Institutional
New Jersey
$447K +$28.7K +1,097 +7%
PCMC
1979
Paragon Capital Management (Colorado)
Colorado
$446K
PCC
1980
Park Circle Company
Maryland
$446K
CC
1981
Cornerstone Capital
California
$446K
BAM
1982
Beaumont Asset Management
Texas
$444K +$13.8K +528 +3%
SIA
1983
Schechter Investment Advisors
Michigan
$442K +$238K +9,079 +108%
AWA
1984
Aaron Wealth Advisors
Illinois
$441K -$58.2K -2,226 -11%
BCM
1985
Bluefin Capital Management
New York
$441K +$455K +17,400 New
KFG
1986
Kelly Financial Group
Connecticut
$441K +$455K +17,386 New
MWA
1987
MN Wealth Advisors
Kansas
$440K -$103K -3,924 -18%
MFS
1988
Miller Financial Services
Michigan
$440K +$29.6K +1,133 +7%
RIA
1989
Richwood Investment Advisors
Ohio
$439K -$8.9K -340 -2%
FC
1990
FORA Capital
Florida
$439K +$454K +17,332 New
ACM
1991
Allred Capital Management
Texas
$438K +$2.56K +98 +0.6%
IFPG
1992
Intrepid Financial Planning Group
Indiana
$437K -$13.1K -500 -3%
NDSI
1993
Newman Dignan & Sheerar Inc
Rhode Island
$436K -$5.81K -222 -1%
CCM
1994
Canal Capital Management
Virginia
$435K +$449K +17,171 New
GJIA
1995
Glass Jacobson Investment Advisors
Maryland
$433K
IIC
1996
Ironwood Investment Counsel
Arizona
$433K +$20.1K +769 +5%
FB
1997
First Bancorp
Maine
$433K -$20.3K -777 -4%
SAMC
1998
Spectrum Asset Management (California)
California
$432K +$6.83K +261 +2%
PCMI
1999
Paradigm Capital Management Inc
New York
$431K
SDAM
2000
Shulman DeMeo Asset Management
New York
$431K +$3.3K +126 +0.7%