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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1976
Kendall Capital Management
Maryland
$349K
GPA
1977
Garrison Point Advisors
California
$349K +$759 +33 +0.2%
STA
1978
Summit Trail Advisors
New York
$348K -$74.5K -3,239 -18%
ACA
1979
Anchor Capital Advisors
Massachusetts
$347K -$349K -15,172 -51%
MC
1980
Middleton & Co
Massachusetts
$347K -$59K -2,566 -15%
MC
1981
Machina Capital
France
$347K +$337K +14,663 New
UCI
1982
Uncommon Cents Investing
Wisconsin
$346K
TA
1983
TCG Advisors
Texas
$345K -$949K -41,251 -74%
VCM
1984
Versant Capital Management
Arizona
$345K -$82.4K -3,584 -20%
HCA
1985
Harbour Capital Advisors
Virginia
$342K -$22K -958 -6%
AFA
1986
American Financial Advisors
Georgia
$342K -$943 -41 -0.3%
ATPW
1987
Ashton Thomas Private Wealth
Arizona
$339K +$329K +14,322 New
HWMG
1988
Hurlow Wealth Management Group
Indiana
$338K -$30.7K -1,334 -8%
HBT
1989
Hills Bank & Trust
Iowa
$338K -$22K -956 -6%
SGS
1990
Sterling Global Strategies
California
$336K -$24.6K -1,069 -7%
TC
1991
TAP Consulting
Missouri
$336K +$326K +14,175 New
BWFA
1992
Baltimore-Washington Financial Advisors
Maryland
$334K +$12.5K +544 +4%
BMCM
1993
Bryn Mawr Capital Management
Pennsylvania
$334K +$29.6K +1,288 +10%
GTAM
1994
Global Trust Asset Management
Florida
$333K
CFN
1995
Cordasco Financial Network
Florida
$332K -$53.6K -2,328 -14%
BHB
1996
Bank Hapoalim BM
Israel
$332K -$10.1K -437 -3%
TCM
1997
Tradition Capital Management
New Jersey
$331K -$65.2K -2,836 -17%
LA
1998
LVW Advisors
New York
$331K -$5.47K -238 -2%
F
1999
F3Logic
Minnesota
$331K +$53.3K +2,315 +20%
SIG
2000
Sargent Investment Group
Maryland
$329K -$6.53K -284 -2%