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Name Holding Trade Value Shares
Change
Change in
Stake
FBA
1976
Front Barnett Associates
Illinois
$336K -$17.3K -706 -5%
FCT
1977
Family Capital Trust
Massachusetts
$336K
BWFA
1978
Baltimore-Washington Financial Advisors
Maryland
$334K +$100K +4,091 +45%
BONST
1979
Bank of Nova Scotia Trust
Ontario, Canada
$332K -$56.4K -2,303 -15%
BO
1980
Bach Option
Hong Kong
$332K -$21.5K -876 -6%
GWM
1981
GSB Wealth Management
Connecticut
$331K -$237K -9,665 -43%
WDL
1982
Well Done LLC
Michigan
$331K
HA
1983
Harborview Advisors
Maine
$330K +$78.4K +3,200 +33%
MWNA
1984
Marshall Wace North America
New York
$328K -$13.7M -560,890 -98%
FCAG
1985
First Capital Advisors Group
New Jersey
$327K -$7.76K -317 -2%
DC
1986
DeDora Capital
California
$326K -$325K -13,261 -51%
SDJVC
1987
St. Denis J. Villere & Co
Louisiana
$325K -$16.2K -662 -5%
HFA
1988
High Falls Advisors
New York
$324K -$154K -6,279 -33%
NP
1989
NorthRock Partners
Minnesota
$324K -$6.47K -264 -2%
NCM
1990
Noesis Capital Mangement
Florida
$324K
TVWM
1991
Tower View Wealth Management
Wisconsin
$324K +$294 +12 +0.1%
DA
1992
Doliver Advisors
Texas
$323K +$73.6K +3,006 +31%
MYIA
1993
Mount Yale Investment Advisors
Colorado
$322K -$174K -7,101 -34%
FM
1994
Family Management
New York
$322K -$38.9K -1,588 -11%
GWS
1995
Glassman Wealth Services
Virginia
$320K +$686 +28 +0.2%
TI
1996
Telemetry Investments
New York
$319K -$412K -16,813 -57%
WC
1997
Weil Company
California
$319K -$9.55K -390 -3%
FAM
1998
Flaharty Asset Management
Florida
$318K +$1.74K +71 +0.6%
BCA
1999
Berman Capital Advisors
Georgia
$318K +$36.6K +1,496 +14%
LSA
2000
L & S Advisors
California
$317K +$48K +1,960 +19%