We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
1976
Mine & Arao Wealth Creation & Management
California
$232K +$252K +711 New
BL
1977
Balentine LLC
Georgia
$231K +$200K +564 +386%
SWK
1978
Stephen W. Kidder
$230K – – –
HIM
1979
Hotaling Investment Management
Pennsylvania
$230K +$26.2K +74 +12%
CWM
1980
Chronos Wealth Management
Florida
$230K +$250K +706 New
PB
1981
Pinnacle Bancorp
Nebraska
$229K -$2.83K -8 -1%
CCM
1982
Chilton Capital Management
Texas
$228K -$266K -750 -52%
ARMC
1983
American Research & Management Company
Massachusetts
$228K – – –
ETI
1984
Enterprise Trust & Investment
California
$228K – – –
HIC
1985
Harvey Investment Company
Kentucky
$228K – – –
NWA
1986
New World Advisors
Massachusetts
$228K – – –
OC
1987
Oakmont Corp
California
$228K – – –
WPIC
1988
White Pine Investment Company
Michigan
$228K – – –
HFA
1989
Huber Financial Advisors
Illinois
$228K +$17.7K +50 +8%
DAM
1990
Deltec Asset Management
New York
$228K +$248K +700 New
FIM
1991
Fernwood Investment Management
Massachusetts
$227K -$209K -590 -46%
DFG
1992
Demars Financial Group
Washington
$227K +$246K +696 New
EWM
1993
Evermay Wealth Management
Virginia
$227K +$246K +696 New
FWCM
1994
First Western Capital Management
California
$226K – – –
3F
1995
360 Financial
Minnesota
$226K +$232K +655 New
HCM
1996
Hall Capital Management
Rhode Island
$225K -$86.7K -245 -26%
FFC
1997
First Financial Corp
Indiana
$224K -$2.12K -6 -0.9%
KCM
1998
Kanawha Capital Management
Virginia
$224K – – –
VCP
1999
Vista Capital Partners
Oregon
$223K -$17.7K -50 -7%
RIS
2000
Retirement Income Solutions
Michigan
$222K – – –