We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1976
Avalon Capital Management
California
$237K +$21.5K +100 +8%
FPCG
1977
Fort Pitt Capital Group
Pennsylvania
$237K +$45K +209 +23%
CSB
1978
City State Bank
Iowa
$237K +$96.8K +450 +67%
RA
1979
RFG Advisory
Alabama
$236K -$51.4K -239 -18%
OWM
1980
Opes Wealth Management
California
$236K +$2.15K +10 +0.9%
EP
1981
EPIQ Partners
Minnesota
$235K – – –
VCM
1982
Versant Capital Management
Arizona
$235K +$54.9K +255 +30%
ACM
1983
Ategra Capital Management
Virginia
$235K +$7.32K +34 +3%
CA
1984
CV Advisors
Florida
$233K – – –
FNWM
1985
Financial Network Wealth Management
Utah
$233K – – –
TCM
1986
Triumph Capital Management
Colorado
$233K +$237K +1,099 New
LNWTC
1987
Laird Norton Wetherby Trust Company
Washington
$233K +$237K +1,102 New
AWM
1988
Activest Wealth Management
Florida
$232K +$156K +724 +197%
OAM
1989
Oak Asset Management
California
$231K +$1.08K +5 +0.5%
FFA
1990
Fi3 Financial Advisors
Indiana
$231K +$26.7K +124 +13%
WP
1991
WealthPLAN Partners
Nebraska
$231K +$51.9K +241 +23%
WIM
1992
WealthPlan Investment Management
Nebraska
$231K +$282K +1,311 New
SP
1993
Successful Portfolios
Florida
$230K +$29.9K +139 +15%
SFWA
1994
Summit Financial Wealth Advisors
Louisiana
$230K +$234K +1,085 New
CAC
1995
Core Alternative Capital
Georgia
$229K +$167K +775 +257%
BONH
1996
Bank of New Hampshire
New Hampshire
$228K – – –
CICI
1997
Capital Investment Counsel Inc
North Carolina
$228K – – –
GHAM
1998
Gilman Hill Asset Management
Connecticut
$228K – – –
OFS
1999
Orrstown Financial Services
Pennsylvania
$228K – – –
SEP
2000
Southland Equity Partners
Missouri
$228K +$8.39K +39 +4%
78 79
80
81 82