We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1976
Teza Capital Management
Illinois
$200K +$181K +191 New
WMA
1977
Wealth Management Associates
New Jersey
$200K +$181K +191 New
RS
1978
Rakuten Securities
Japan
$199K -$151K -160 -46%
PAM
1979
Paradigm Asset Management
New York
$196K – – –
CHC
1980
City Holding Co
West Virginia
$180K +$89.8K +95 +123%
SWA
1981
SOA Wealth Advisors
New York
$178K -$2.29M -2,420 -16%
DF
1982
Dunhill Financial
United Kingdom
$177K +$43.5K +46 +37%
GWP
1983
Gen-Wealth Partners
Michigan
$177K -$4.73K -5 -3%
SO
1984
Sierra Ocean
California
$173K +$4.73K +5 +3%
CCM
1985
Chilton Capital Management
Texas
$173K +$155K +164 +16,400%
PGAM
1986
Princeton Global Asset Management
New Jersey
$168K +$42.6K +45 +39%
TFIPS
1987
Towarzystwo Funduszy Inwestycyjnych PZU SA
$166K – – –
DMBA
1988
Deseret Mutual Benefit Administrators
Utah
$158K – – –
FFC
1989
First Financial Corp
Indiana
$156K -$103K -109 -42%
MYIA
1990
Mount Yale Investment Advisors
Colorado
$155K +$140K +148 New
FWA
1991
Flagship Wealth Advisors
Massachusetts
$154K +$31.2K +33 +29%
VT
1992
Volterra Technologies
New York
$153K +$138K +146 New
CB
1993
Centennial Bank
Arkansas
$152K +$10.4K +11 +8%
SL
1994
Salomon & Ludwin
Virginia
$152K -$2.84K -3 -2%
EPIME
1995
Evelyn Partners Investment Management (Europe)
$142K – – –
FPB
1996
First PREMIER Bank
South Dakota
$140K +$12.3K +13 +11%
AWM
1997
Activest Wealth Management
Florida
$137K -$5.67K -6 -4%
TPWA
1998
Twin Peaks Wealth Advisors
California
$135K +$111K +117 New
PMFA
1999
Plante Moran Financial Advisors
Michigan
$133K +$34K +36 +40%
AF
2000
Alerus Financial
North Dakota
$132K +$119K +126 New