We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1976
Tarbox Family Office
California
$174K
DWP
1977
Destiny Wealth Partners
Florida
$173K
HWM
1978
Holloway Wealth Management
Florida
$171K
ME
1979
McIlrath & Eck
Washington
$167K +$81.8K +175 +99%
HFA
1980
Hoover Financial Advisors
Pennsylvania
$166K -$41.1K -88 -20%
BWM
1981
BerganKDV Wealth Management
Minnesota
$164K -$299K -640 -65%
CFD
1982
Creative Financial Designs
Indiana
$163K
ACM
1983
Allred Capital Management
Texas
$153K +$151K +322 New
CWA
1984
Clearview Wealth Advisors
Oregon
$152K +$3.74K +8 +3%
LWA
1985
Lenox Wealth Advisors
New York
$143K -$17.8K -38 -11%
CCM
1986
Cribstone Capital Management
Maine
$143K
CSPIA
1987
Cary Street Partners Investment Advisory
Virginia
$141K +$139K +297 New
SIC
1988
Salem Investment Counselors
North Carolina
$140K +$4.67K +10 +4%
SLF
1989
Sun Life Financial
Ontario, Canada
$138K +$2.34K +5 +2%
AP
1990
Atwood & Palmer
Missouri
$138K +$11.7K +25 +9%
BG
1991
Bollard Group
Massachusetts
$136K -$280K -600 -68%
VNA
1992
Valley National Advisers
Pennsylvania
$135K -$17.8K -38 -12%
FMII
1993
Farmers & Merchants Investments Inc
Nebraska
$135K
MHR
1994
Matthew Hamilton Rosenberg
$129K
TCWA
1995
Ten Capital Wealth Advisors
Washington
$129K
NSB
1996
Norway Savings Bank
Maine
$128K
PWM
1997
Prentice Wealth Management
New York
$126K +$124K +266 New
IFAM
1998
Institutional & Family Asset Management
Colorado
$125K -$92.1K -197 -43%
OC
1999
Oakworth Capital
Alabama
$125K -$2.34K -5 -2%
GWS
2000
Glassman Wealth Services
Virginia
$124K -$25.2K -54 -17%