We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1976
Occidental Asset Management
California
$281K
AIFS
1977
A&I Financial Services
Colorado
$281K +$264K +4,800 New
KA
1978
KLCM Advisors
Wisconsin
$278K -$176K -3,200 -40%
FFW
1979
Fusion Family Wealth
New York
$277K +$251K +4,560 +2,533%
GMA
1980
Goldstein Munger & Associates
California
$276K +$260K +4,720 New
BDWM
1981
Brewin Dolphin Wealth Management
Ireland
$276K +$63.8K +1,160 +33%
WPC
1982
Waters Parkerson & Co
Louisiana
$275K -$71.5K -1,300 -22%
HL
1983
HeadInvest LLC
Maine
$275K
DE
1984
Day & Ennis
Georgia
$274K
ME
1985
McIlrath & Eck
Washington
$272K +$256K +4,660 New
HCM
1986
Harvest Capital Management
New Hampshire
$271K -$165K -3,000 -39%
TAMH
1987
Taikang Asset Management (HK)
Hong Kong
$270K +$254K +4,620 New
FA
1988
Fortis Advisors
Pennsylvania
$269K -$72.6K -1,320 -22%
GSBTD
1989
Glenview State Bank Trust Department
Illinois
$269K +$253K +4,600 New
MGIA
1990
Matthew Goff Investment Advisor
Texas
$268K -$125K -2,280 -33%
WA
1991
WealthTrust Axiom
Pennsylvania
$268K +$11K +200 +5%
GC
1992
Gilbert & Cook
Iowa
$264K
LIA
1993
LBMC Investment Advisors
Tennessee
$264K +$3.3K +60 +1%
II
1994
Ibex Investors
Colorado
$264K +$245K +4,460 New
HPCM
1995
High Pointe Capital Management
Illinois
$263K -$38.5K -700 -13%
IWA
1996
Inspirion Wealth Advisors
Illinois
$263K +$248K +4,500 New
DW
1997
Domani Wealth
Pennsylvania
$261K
LA
1998
LexAurum Advisors
Kansas
$261K +$220K +4,000 New
ACM
1999
Alta Capital Management
Utah
$260K -$705K -12,820 -74%
BCA
2000
Benchmark Capital Advisors
New York
$260K -$110K -2,000 -31%