We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MM
1976
Meridian Management
Arkansas
$3.9M -$1.79M -11,380 -31%
LWM
1977
Laidlaw Wealth Management
New York
$3.9M +$101K +640 +3%
SIM
1978
Sonora Investment Management
Arizona
$3.87M +$28.4K +180 +0.7%
CA
1979
Continuum Advisory
Idaho
$3.86M +$627K +3,980 +20%
WSC
1980
Wellington Shields & Co
New York
$3.85M +$772K +4,900 +25%
FIM
1981
Freedom Investment Management
Connecticut
$3.85M +$315K +2,000 +9%
BWCS
1982
Beirne Wealth Consulting Services
Connecticut
$3.85M +$2.1M +13,300 +119%
AB
1983
Atlas Brown
Kentucky
$3.84M +$34.7K +220 +0.9%
AMM
1984
American Money Management
California
$3.83M -$284K -1,800 -7%
NCM
1985
Northwest Capital Management
Oregon
$3.83M +$25.2K +160 +0.7%
WWM
1986
Windsor Wealth Management
Indiana
$3.82M +$126K +800 +3%
BC
1987
Blackhill Capital
New Jersey
$3.81M +$662K +4,200 +21%
LFGH
1988
Lee Financial Group Hawaii
Hawaii
$3.81M -$59.9K -380 -2%
ANB
1989
Amarillo National Bank
Texas
$3.8M
CWM
1990
Concentrum Wealth Management
California
$3.8M +$164K +1,040 +4%
ICM
1991
IMS Capital Management
Oregon
$3.8M +$246K +1,560 +7%
PIMG
1992
Patriot Investment Management Group
Tennessee
$3.79M -$9.46K -60 -0.2%
SW
1993
SkyOak Wealth
Michigan
$3.79M -$1.57M -9,960 -29%
WCAMG
1994
Woodard & Company Asset Management Group
North Carolina
$3.77M -$97.7K -620 -3%
IAP
1995
Indie Asset Partners
Indiana
$3.76M +$687K +4,360 +22%
BZWA
1996
Blue Zone Wealth Advisors
California
$3.76M +$369K +2,340 +11%
BOS
1997
Bank of Stockton
California
$3.74M +$180K +1,140 +5%
CCM
1998
Chickasaw Capital Management
Tennessee
$3.74M
BMC
1999
Benin Management Corp
Connecticut
$3.72M
FFBTD
2000
First Financial Bank - Trust Division
Ohio
$3.71M +$18.9K +120 +0.5%