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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1976
Pegasus Asset Management
New York
$229K
BWA
1977
Burt Wealth Advisors
Maryland
$226K
VNB
1978
Virginia National Bank
Virginia
$226K +$214K +1,504 New
FCMT
1979
Founders Capital Management (Texas)
Texas
$225K
OC
1980
Oarsman Capital
Wisconsin
$225K +$213K +1,500 New
CAM
1981
Concorde Asset Management
Michigan
$224K +$212K +1,491 New
BWP
1982
BSW Wealth Partners
Colorado
$224K +$213K +1,495 New
DRD
1983
Dennis R. Delaney
$223K -$10.9K -77 -5%
MBA
1984
McQueen Ball & Associates
Pennsylvania
$223K -$5.83K -41 -3%
WA
1985
WESPAC Advisors
California
$223K +$211K +1,483 New
WCM
1986
Wallace Capital Management
Texas
$222K +$210K +1,478 New
WAAG
1987
Wealth Alliance Advisory Group
Kansas
$222K +$211K +1,482 New
WPA
1988
West Paces Advisors
Georgia
$222K
LF
1989
Lee Financial
Texas
$221K -$25.5K -179 -11%
KJWM
1990
Kiley Juergens Wealth Management
Washington
$221K +$4.41K +31 +2%
SNBOSD
1991
Security National Bank of So Dak
Iowa
$220K +$208K +1,464 New
MCM
1992
Marathon Capital Management
Maryland
$217K -$28.4K -200 -12%
LDB
1993
Lee, Danner & Bass
Tennessee
$216K +$205K +1,440 New
LCM
1994
LVM Capital Management
Michigan
$216K +$205K +1,440 New
LC
1995
Landaas & Company
Wisconsin
$214K
MIM
1996
Martin Investment Management
Florida
$214K +$203K +1,425 New
HI
1997
Horizon Investments
North Carolina
$213K +$202K +1,418 New
DLHL
1998
Donald L. Hagan LLC
Florida
$213K +$202K +1,419 New
CCMD
1999
Cypress Capital Management (Delaware)
Delaware
$211K -$284K -2,000 -59%
QCIG
2000
Quad-Cities Investment Group
Iowa
$211K +$142 +1 +0.1%