We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1976
JNBA Financial Advisors
Minnesota
$866K -$76.2K -2,600 -8%
POA
1977
Pergamon Offshore Advisors
New York
$861K +$916K +31,224 New
GAM
1978
Gould Asset Management
California
$855K -$22.5K -768 -2%
MPIA
1979
Mountain Pacific Investment Advisers
Idaho
$854K
BCMIO
1980
Beacon Capital Management Inc (Ohio)
Ohio
$850K -$104K -3,556 -10%
AIC
1981
Ayalon Insurance Company
Israel
$846K -$603K -20,560 -41%
HHGA
1982
Halbert Hargrove Global Advisors
California
$838K -$1.07M -36,488 -55%
CAM
1983
Concorde Asset Management
Michigan
$837K -$757K -25,820 -46%
LFA
1984
Landmark Financial Advisors
Kentucky
$837K
GMA
1985
Goldstein Munger & Associates
California
$833K +$117 +4 +0%
AWM
1986
Affinity Wealth Management
Delaware
$831K -$16K -544 -2%
First Eagle Investment Management
1987
First Eagle Investment Management
New York
$831K
BWM
1988
Biltmore Wealth Management
Arizona
$830K -$398K -13,584 -31%
HPBT
1989
High Point Bank & Trust
North Carolina
$828K +$15.3K +520 +2%
SCM
1990
Seamans Capital Management
Massachusetts
$827K
KWMG
1991
King Wealth Management Group
Florida
$822K +$26.7K +912 +3%
LIM
1992
Lathrop Investment Management
Arkansas
$819K -$28.5K -972 -3%
HP
1993
Holowesko Partners
Bahamas
$816K +$211K +7,200 +32%
CAM
1994
Cubic Asset Management
Massachusetts
$813K +$467K +15,940 +118%
PCMK
1995
Paragon Capital Management (Kansas)
Kansas
$810K +$30.6K +1,044 +4%
AAM
1996
American Asset Management
Florida
$809K +$9.38K +320 +1%
HCC
1997
Hirtle Callaghan & Co
Pennsylvania
$794K
HAM
1998
Harber Asset Management
North Carolina
$793K -$1.9M -64,916 -69%
HEIP
1999
Hudson Edge Investment Partners
New Jersey
$791K +$52.8K +1,800 +7%
NERM
2000
New England Research & Management
Illinois
$782K +$57.4K +1,956 +7%