We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1976
Halbert Hargrove Global Advisors
California
$216K +$202K +5,645 New
WDL
1977
Well Done LLC
Michigan
$214K +$199K +5,578 New
PDM
1978
Penn Davis McFarland
Texas
$214K +$200K +5,600 New
PA
1979
Planning Alternatives
Michigan
$213K +$199K +5,567 New
OCM
1980
Orser Capital Management
Texas
$210K +$185K +5,165 New
AWA
1981
Acorn Wealth Advisors
Michigan
$210K +$190K +5,322 New
PCP
1982
Proficio Capital Partners
Massachusetts
$209K +$22.9K +641 +13%
RM
1983
Resource Management
Louisiana
$206K +$179K +5,007 New
PHAM
1984
Palisades Hudson Asset Management
Florida
$205K +$192K +5,364 New
HWA
1985
HCR Wealth Advisors
California
$205K +$202K +5,645 New
FLII
1986
First Long Island Investors
New York
$204K -$85.5K -2,394 -31%
NWS
1987
Newport Wealth Strategies
California
$204K +$176K +4,922 New
SSWM
1988
Sheets Smith Wealth Management
North Carolina
$204K +$191K +5,335 New
AWMG
1989
Alliance Wealth Management Group
New Jersey
$202K -$189K -5,277 -50%
SC
1990
SRB Corp
Massachusetts
$202K -$16.4K -458 -8%
KBFS
1991
Kohmann Bosshard Financial Services
Ohio
$201K – – –
NEPPG
1992
New England Professional Planning Group
Rhode Island
$200K +$182K +5,101 New
PO
1993
Private Ocean
California
$198K +$20.6K +576 +13%
ABA
1994
American Beacon Advisors
Texas
$197K – – –
PFA
1995
Pathway Financial Advisors
Vermont
$196K +$183K +5,109 New
GAM
1996
Gemmer Asset Management
California
$186K -$14.3K -400 -8%
NSB
1997
Norway Savings Bank
Maine
$186K – – –
JG
1998
Jefferies Group
New York
$185K -$106K -2,955 -38%
BDWM
1999
Brewin Dolphin Wealth Management
Ireland
$185K +$72.7K +2,035 +73%
KA
2000
Kaizen Advisory
Illinois
$184K +$172K +4,809 New