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Name Holding Trade Value Shares
Change
Change in
Stake
PO
1976
Private Ocean
California
$24K -$50 -1 -0.2%
SAC
1977
Smith Affiliated Capital
New York
$21.4K
TCM
1978
TD Capital Management
Tennessee
$21K
WAP
1979
Wealthcare Advisory Partners
Pennsylvania
$21K
FAN
1980
Financial Advisors Network
California
$20.4K +$20.7K +414 New
WA
1981
WealthTrust-Arizona
Arizona
$17K
RI
1982
Redwood Investments
Massachusetts
$16K
TCCM
1983
Timber Creek Capital Management
Massachusetts
$16K
DPA
1984
Delphi Private Advisors
California
$14K -$8.55K -171 -39%
BCI
1985
Brinker Capital Investments
Pennsylvania
$14K -$4.5K -90 -25%
IF
1986
Ironwood Financial
Arizona
$11K
DSN
1987
D. Scott Neal
Kentucky
$11K +$8.6K +172 +420%
HWP
1988
Hefty Wealth Partners
Indiana
$9K -$982K -19,641 -99%
LBG
1989
Lloyds Banking Group
United Kingdom
$8K
VIMU
1990
Veritas Investment Management (UK)
United Kingdom
$8K
AWA
1991
Artemis Wealth Advisors
New York
$8K +$7.15K +143 New
FCA
1992
Florence Capital Advisors
New York
$8K +$7.5K +150 New
BIMC
1993
Benson Investment Management Company
Virginia
$4K +$3.65K +73 New
SGAM
1994
Smith Group Asset Management
Texas
$3K -$10.3M -205,780 -100%
DSI
1995
Daiwa SB Investments
Japan
$2K -$155K -3,100 -99%
UOTTAIMCU
1996
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2K +$2K +40 New
FMP
1997
Financial Management Professionals
Texas
$1K +$1.45K +29 New
MTB
1998
Mizuho Trust & Banking
Japan
-$346M -6,663,155 Closed
TAM
1999
Troy Asset Management
United Kingdom
-$69.2M -1,331,142 Closed
MIS
2000
Morningstar Investment Services
Illinois
-$41.4M -796,264 Closed