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Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
1976
Paces Ferry Wealth Advisors
Georgia
$467K -$253 -1 -0.1%
NERM
1977
New England Research & Management
Illinois
$467K – – –
FCB
1978
First Command Bank
Texas
$467K +$9.6K +38 +2%
FCFS
1979
First Command Financial Services
Texas
$467K +$9.6K +38 +2%
RIM
1980
Redwood Investment Management
Arizona
$467K +$80K +317 +20%
CG
1981
Corundum Group
Colorado
$466K -$10.9K -43 -2%
PCM
1982
Perritt Capital Management
Illinois
$465K -$434K -1,719 -47%
AssetMark Inc
1983
AssetMark Inc
California
$465K +$35.6K +141 +8%
FMTC
1984
Farmers & Merchants Trust Company
California
$461K -$505 -2 -0.1%
DOA
1985
D'Orazio & Associates
Virginia
$461K – – –
RT
1986
Rockland Trust
Massachusetts
$461K +$43.7K +173 +10%
IWA
1987
Intercontinental Wealth Advisors
Texas
$461K +$147K +584 +44%
FG
1988
Fiduciary Group
Georgia
$461K +$177K +699 +66%
ECG
1989
Edge Capital Group
Georgia
$460K +$33.8K +134 +8%
GSWM
1990
Golden State Wealth Management
California
$458K -$93.7K -371 -16%
WWM
1991
Windsor Wealth Management
Indiana
$458K +$171K +679 +56%
PIA
1992
Pinion Investment Advisors
Kansas
$456K +$48.7K +193 +11%
MA
1993
Modus Advisors
Minnesota
$455K +$256K +1,014 +118%
WJA
1994
Willis Johnson & Associates
Texas
$454K – – –
CL
1995
Choreo LLC
Illinois
$453K -$48K -190 -9%
SGI
1996
Summit Global Investments
Utah
$453K +$471K +1,865 New
LRPA
1997
L. Roy Papp & Associates
Arizona
$452K -$25.3K -100 -5%
FHC
1998
First Heartland Consultants
Missouri
$452K +$140K +555 +42%
PIM
1999
Perpetual Investment Management
Australia
$450K +$50.5K +200 +12%
GAMC
2000
Garner Asset Management Corp
Texas
$449K -$50.5K -200 -10%