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Name Holding Trade Value Shares
Change
Change in
Stake
UBV
1976
United Bank (Virginia)
Virginia
$1.31M -$28K -133 -2%
BCM
1977
Blume Capital Management
California
$1.31M
GLA
1978
Good Life Advisors
Pennsylvania
$1.3M -$102K -483 -7%
CA
1979
Cambridge Advisors
Nebraska
$1.3M
MWM
1980
Mission Wealth Management
California
$1.3M +$43.2K +205 +3%
LB
1981
Legacy Bridge
Iowa
$1.3M -$21K -100 -2%
CPIA
1982
Cornell Pochily Investment Advisors
New York
$1.3M -$57.5K -273 -4%
SMG
1983
Spectrum Management Group
Indiana
$1.3M -$2.21M -10,500 -63%
P
1984
&Partners
Tennessee
$1.3M +$40K +190 +3%
VHAM
1985
Van Hulzen Asset Management
California
$1.3M -$584K -2,773 -31%
SWA
1986
Stratos Wealth Advisors
Ohio
$1.29M +$56K +266 +5%
CT
1987
Columbia Trust
Oregon
$1.29M +$9.47K +45 +0.7%
SAM
1988
Summit Asset Management
Tennessee
$1.29M +$21K +100 +2%
LT
1989
Lindsell Train
United Kingdom
$1.29M
AFS
1990
Access Financial Services
Minnesota
$1.29M +$1.28M +6,090 New
GIA
1991
Guyasuta Investment Advisors
Pennsylvania
$1.28M +$42.1K +200 +3%
DA
1992
DSC Advisors
Illinois
$1.28M +$307K +1,457 +32%
WWM
1993
Windsor Wealth Management
Indiana
$1.28M +$194K +923 +18%
MMPW
1994
Mitchell McLeod Pugh & Williams
Alabama
$1.27M -$5.47K -26 -0.4%
EGVF
1995
ESA Global Value Fund
Cayman Islands
$1.27M
QCM
1996
Quest Capital Management
Texas
$1.25M -$35.8K -170 -3%
MIM
1997
Meridiem Investment Management
United Kingdom
$1.25M -$1.33M -6,323 -52%
HWA
1998
HHM Wealth Advisors
Tennessee
$1.25M
FFG
1999
Ford Financial Group
California
$1.24M -$211K -1,002 -15%
CFS
2000
Capital Financial Services
New York
$1.24M