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Name Holding Trade Value Shares
Change
Change in
Stake
LA
1976
Latitude Advisors
Florida
$205K -$6.03K -24 -3%
MAWCM
1977
Mine & Arao Wealth Creation & Management
California
$205K +$5.27K +21 +2%
SCA
1978
Sage Capital Advisors
South Dakota
$204K -$67K -267 -23%
AWAP
1979
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$204K -$7.53K -30 -3%
PSC
1980
Prentiss Smith & Co
Vermont
$204K
FA
1981
Financial Advisors
Massachusetts
$204K +$230K +915 New
LFA
1982
Landmark Financial Advisors
Kentucky
$202K
TCWA
1983
Ten Capital Wealth Advisors
Washington
$202K +$147K +585 +181%
AOG
1984
Alpha Omega Group
Virginia
$202K +$228K +909 New
AIM
1985
Axiom Investment Management
New York
$201K -$1.37M -5,454 -86%
RBFC
1986
Roman Butler Fullerton & Co
Missouri
$201K -$85.9K -342 -30%
TCM
1987
Tufton Capital Management
Maryland
$201K +$1.51K +6 +0.7%
MWM
1988
McNaughton Wealth Management
California
$201K +$227K +903 New
BHIA
1989
Birch Hill Investment Advisors
Massachusetts
$200K -$377K -1,500 -63%
AA
1990
AlphaMark Advisors
Kentucky
$200K -$233K -927 -51%
BSB
1991
Bangor Savings Bank
Maine
$200K
SFA
1992
Semmax Financial Advisors
North Carolina
$200K
CTA
1993
Chesley Taft & Associates
Illinois
$200K +$218K +870 New
DR
1994
Davis Rea
Ontario, Canada
$200K +$226K +900 New
SC
1995
Shay Capital
New York
$200K +$226K +900 New
FPA
1996
First Pacific Advisors
California
$194K +$218K +870 New
JMF
1997
Johnson Midwest Financial
Iowa
$193K +$24.1K +96 +12%
SPWG
1998
Sage Private Wealth Group
Illinois
$189K -$42.9K -171 -17%
SNT
1999
Security National Trust
West Virginia
$184K
TFIPS
2000
Towarzystwo Funduszy Inwestycyjnych PZU SA
$184K +$18.8K +75 +10%