We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
1976
First PREMIER Bank
South Dakota
$1.13M -$2.67K -36 -0.2%
CAGAS
1977
Capital Advisory Group Advisory Services
Minnesota
$1.13M -$6.68K -90 -0.6%
CCM
1978
Canal Capital Management
Virginia
$1.13M +$2.23K +30 +0.2%
AFW
1979
Avantra Family Wealth
Pennsylvania
$1.13M +$15.9K +214 +1%
PCM
1980
Princeton Capital Management
New Jersey
$1.12M -$27.8K -375 -3%
BV
1981
Boxwood Ventures
Illinois
$1.12M – – –
Quotient Wealth Partners
1982
Quotient Wealth Partners
Texas
$1.12M -$15.4K -208 -1%
CFA
1983
CWS Financial Advisors
Michigan
$1.12M +$82.6K +1,113 +8%
MIM
1984
MTM Investment Management
South Carolina
$1.12M -$9.35K -126 -0.9%
SA
1985
Sovran Advisors
California
$1.12M +$253K +3,406 +30%
I2I
1986
Insight 2811 Inc
Illinois
$1.11M +$36K +485 +3%
GFG
1987
Goldstone Financial Group
Illinois
$1.11M +$160K +2,153 +18%
WWC
1988
Waypoint Wealth Counsel
Georgia
$1.11M +$16.1K +217 +2%
Douglass Winthrop Advisors
1989
Douglass Winthrop Advisors
New York
$1.1M +$32.9K +444 +3%
FAG
1990
Fortitude Advisory Group
Washington
$1.1M -$11.3K -152 -1%
FC
1991
FCA Corp
Texas
$1.1M -$146K -1,965 -12%
MFG
1992
Magnus Financial Group
New York
$1.1M +$232K +3,132 +28%
RC
1993
Rexford Capital
Texas
$1.1M -$2.89K -39 -0.3%
SAM
1994
Seelaus Asset Management
New Jersey
$1.09M +$63.1K +851 +6%
RCS
1995
Retirement Capital Strategies
California
$1.09M – – –
MA
1996
MONECO Advisors
Connecticut
$1.09M -$30.7K -414 -3%
RIG
1997
Renaissance Investment Group
Massachusetts
$1.09M -$29.7K -400 -3%
SCM
1998
Schnieders Capital Management
California
$1.09M -$200K -2,696 -16%
ACM
1999
Allred Capital Management
Texas
$1.09M +$1.04K +14 +0.1%
HPBT
2000
Hickory Point Bank & Trust
Illinois
$1.09M – – –