We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1976
JB Capital
Connecticut
$229K +$14.3K +70 +7%
BG
1977
Benedetti & Gucer
Georgia
$229K +$221K +1,083 New
CA
1978
Carson Advisory
Georgia
$229K +$221K +1,082 New
WP
1979
Westmount Partners
California
$228K -$10.4K -51 -5%
NRI
1980
NFP Retirement Inc
California
$228K +$4.7K +23 +2%
ACM
1981
Advisors Capital Management
New Jersey
$228K +$221K +1,081 New
ISWM
1982
Independent Solutions Wealth Management
New York
$226K +$219K +1,072 New
NSIM
1983
North Star Investment Management
Illinois
$226K – – –
NIM
1984
Northeast Investment Management
Massachusetts
$225K – – –
TCPWM
1985
Traverso Chambers Private Wealth Management
California
$225K – – –
CC
1986
Callan Capital
California
$224K +$2.04K +10 +1%
TBWA
1987
Three Bridge Wealth Advisors
California
$223K – – –
CWM
1988
C2C Wealth Management
Arizona
$223K +$199K +973 New
GWANC
1989
Guardian Wealth Advisors (North Carolina)
North Carolina
$223K +$215K +1,054 New
AA
1990
Ancora Advisors
Ohio
$223K +$5.31K +26 +3%
BW
1991
BIP Wealth
Georgia
$222K +$215K +1,052 New
TA
1992
Trellis Advisors
Washington
$222K +$612 +3 +0.3%
EWM
1993
Endurance Wealth Management
Rhode Island
$221K – – –
VC
1994
Vestor Capital
Illinois
$221K +$90.6K +444 +74%
GCS
1995
Gordian Capital (Singapore)
Singapore
$220K -$112K -550 -35%
MAG
1996
MRA Advisory Group
New Jersey
$220K -$38K -186 -15%
TFA
1997
Trinity Financial Advisors
Ohio
$219K +$212K +1,039 New
CRWM
1998
Castle Rock Wealth Management
California
$219K -$2.04K -10 -1%
1WM
1999
1900 Wealth Management
Texas
$219K +$212K +1,037 New
MWM
2000
Mattern Wealth Management
Kansas
$219K -$51K -250 -19%
78 79
80
81 82