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Name Holding Trade Value Shares
Change
Change in
Stake
HC
1976
Hoese & Co
Minnesota
$2.18K – – –
PPWM
1977
PFG Private Wealth Management
Florida
$2.18K – – –
PS
1978
PayPay Securities
Japan
$2.18K +$149 +1 +8%
FAM
1979
Flaharty Asset Management
Florida
$2.18K +$2.08K +14 New
KA
1980
Kozak & Associates
Colorado
$1.79K – – –
CCMW
1981
Cypress Capital Management (Wyoming)
Wyoming
$1.56K – – –
MBFW
1982
Morton Brown Family Wealth
Pennsylvania
$1.56K – – –
CMBA
1983
C.M. Bidwell & Associates
Hawaii
$1.56K +$1.49K +10 New
CTB
1984
Country Trust Bank
Illinois
$1.4K -$3.43K -23 -72%
PFG
1985
Peterson Financial Group
Iowa
$1.37K +$1.34K +9 New
MIA
1986
MeadowBrook Investment Advisors
Michigan
$1.09K – – –
PMAM
1987
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.19K +8 New
PAI
1988
Pittenger & Anderson Inc
Nebraska
$780 – – –
WA
1989
WestEnd Advisors
North Carolina
$779 +$149 +1 +25%
CAM
1990
Chesapeake Asset Management
New York
$779 +$745 +5 New
MAM
1991
Morse Asset Management
Connecticut
$779 +$745 +5 New
NMG
1992
New Millennium Group
Utah
$350 – – –
TAM
1993
Tucker Asset Management
Colorado
$312 – – –
CJ
1994
Caitlin John
Michigan
$155 – – –
VWWMG
1995
Vermillion & White Wealth Management Group
Pennsylvania
$48 – – –
DCM
1996
Disciplina Capital Management
Tennessee
$18 -$149 -1 Closed
DWM
1997
Dogwood Wealth Management
Kansas
$9 – – –
TC
1998
TwinBeech Capital
New York
– -$39.4M -266,174 Closed
RG
1999
Renaissance Group
Kentucky
– -$30M -202,869 Closed
JCM
2000
Junto Capital Management
New York
– -$29.9M -202,186 Closed