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Name Holding Trade Value Shares
Change
Change in
Stake
SWK
1976
Stephen W. Kidder
$203K -$15.1K -300 -7%
MTC
1977
McDaniel Terry & Co
Texas
$202K -$33K -657 -13%
LYV
1978
Live Your Vision
Pennsylvania
$202K
RP
1979
Rice Partnership
Hawaii
$202K
AC
1980
Allstate Corporation
Illinois
$202K +$212K +4,219 New
LIM
1981
Lathrop Investment Management
Arkansas
$201K +$20.2K +401 +11%
SFFS
1982
Stonehage Fleming Financial Services
Jersey
$201K +$40.2K +800 +24%
BA
1983
Ballew Advisors
Mississippi
$198K -$13.7K -272 -6%
ACP
1984
Aviance Capital Partners
Florida
$197K +$201 +4 +0.1%
RWG
1985
Regal Wealth Group
California
$189K +$11K +219 +6%
KA
1986
Kaizen Advisory
Illinois
$187K
KCM
1987
Karp Capital Management
California
$186K +$2.46K +49 +1%
CAL
1988
Capital Advisors Ltd
Ohio
$185K
AIM
1989
Acropolis Investment Management
Missouri
$181K -$62.1K -1,235 -25%
SIS
1990
Sound Income Strategies
Florida
$180K +$140K +2,780 +280%
POIA
1991
Pin Oak Investment Advisors
Texas
$176K -$503 -10 -0.3%
NIM
1992
NuWave Investment Management
New Jersey
$175K +$183K +3,639 New
PS
1993
Portfolio Strategies
New York
$170K +$32.8K +652 +22%
HAG
1994
HighPoint Advisor Group
Illinois
$169K -$3.63M -72,142 -75%
TVWM
1995
Tower View Wealth Management
Wisconsin
$169K -$6.08K -121 -3%
Cohen & Steers
1996
Cohen & Steers
New York
$167K
LA
1997
Legacy Advisors
Pennsylvania
$166K +$955 +19 +0.5%
AIM
1998
Arcadia Investment Management
Michigan
$163K
LJHT
1999
Laurie J. Hall Trustee
$161K
SEIA
2000
Signature Estate & Investment Advisors
California
$161K +$32.5K +647 +24%