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Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
1976
Murphy Middleton Hinkle & Parker
Georgia
$138K +$1.11M +13,205 New
LIA
1977
Luken Investment Analytics
Tennessee
$136K +$844 +10 +0.6%
SCM
1978
Silvant Capital Management
Georgia
$135K – – –
DE
1979
DV Equities
Illinois
$134K +$135K +1,595 New
SL
1980
Salomon & Ludwin
Virginia
$134K +$6.33K +75 +5%
CA
1981
Crewe Advisors
Utah
$134K +$3.96K +47 +3%
GIM
1982
Generali Investments Management
Slovenia
$133K -$53.2K -631 -29%
Evelyn Partners Investment Management
1983
Evelyn Partners Investment Management
$133K – – –
DWM
1984
Darwin Wealth Management
Florida
$132K -$9.53K -113 -7%
OPTFSNA
1985
Old Point Trust & Financial Services N A
Virginia
$131K -$675 -8 -0.5%
CFG
1986
Clayton Financial Group
Missouri
$128K +$128K +1,522 New
PMFA
1987
Plante Moran Financial Advisors
Michigan
$127K -$7.09K -84 -5%
CG
1988
Curat Global
New Hampshire
$124K – – –
MCM
1989
MV Capital Management
Maryland
$121K -$4.72K -56 -4%
BFPW
1990
BOK Financial Private Wealth
Colorado
$121K – – –
T
1991
TOBAM
France
$121K +$13.9K +165 +13%
BIM
1992
Breakwater Investment Management
Washington
$120K +$506 +6 +0.4%
CAM
1993
Costello Asset Management
Pennsylvania
$118K +$4.64K +55 +4%
WB
1994
Webster Bank
Connecticut
$117K +$25.3K +300 +27%
Compagnie Lombard Odier SCmA
1995
Compagnie Lombard Odier SCmA
Switzerland
$115K – – –
AT
1996
Avalon Trust
New Mexico
$115K -$759 -9 -0.7%
SEP
1997
Signature Equity Partners
Ohio
$113K +$114K +1,346 New
Hillsdale Investment Management
1998
Hillsdale Investment Management
Ontario, Canada
$112K +$113K +1,335 New
FNWA
1999
Financial Network Wealth Advisors
Utah
$112K -$2.11K -25 -2%
Banque Transatlantique
2000
Banque Transatlantique
France
$112K -$8.44K -100 -7%