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Name Holding Trade Value Shares
Change
Change in
Stake
CSI
1976
Cross Staff Investments
New York
$523K +$552 +14 +0.1%
LL
1977
LWMG LLC
Minnesota
$522K +$38.4K +974 +8%
KIC
1978
Kensington Investment Counsel
California
$522K -$211K -5,358 -29%
MCM
1979
McKinley Capital Management
Alaska
$520K -$4.5K -114 -0.8%
TL
1980
Tradewinds LLC
North Carolina
$520K +$528K +13,380 New
SIC
1981
Samalin Investment Counsel
New York
$518K -$18.3K -463 -3%
WWM
1982
Windsor Wealth Management
Indiana
$518K +$20.7K +526 +4%
KBG
1983
Kahn Brothers Group
New York
$517K -$25.6K -650 -5%
SMWM
1984
Silvia McColl Wealth Management
California
$516K +$4.97K +126 +1%
SJIM
1985
St. Johns Investment Management
Florida
$516K +$25.3K +641 +5%
PFBT
1986
Parkside Financial Bank & Trust
Missouri
$513K +$63.8K +1,619 +14%
DAM
1987
Derbend Asset Management
Georgia
$512K +$6.7K +170 +1%
NFC
1988
Northeast Financial Consultants
Connecticut
$511K -$7.97K -202 -2%
GAA
1989
Global Assets Advisory
Florida
$509K -$30.8K -780 -6%
PWAG
1990
Polaris Wealth Advisory Group
California
$509K -$13.2M -335,265 -96%
ACA
1991
Atlas Capital Advisors
Wyoming
$508K +$231K +5,863 +81%
RFA
1992
Resurgent Financial Advisors
Georgia
$508K -$122K -3,084 -19%
ICG
1993
InterOcean Capital Group
Tennessee
$508K +$213K +5,396 +70%
PMA
1994
Prudent Man Advisors
Illinois
$507K -$3.47K -88 -0.7%
WTA
1995
Washington Trust Advisors
Massachusetts
$507K -$14.8K -375 -3%
DG
1996
DMC Group
Alabama
$504K +$66.1K +1,676 +15%
BAM
1997
Brave Asset Management
New Jersey
$503K +$28.4K +720 +6%
CIM
1998
CIM Investment Management
Pennsylvania
$503K +$23.5K +595 +5%
GFP
1999
Gryphon Financial Partners
Ohio
$503K -$40.9K -1,037 -7%
SA
2000
Shilanski & Associates
Alaska
$502K +$6.47K +164 +1%