We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
1976
MPWM Advisory Solutions
Georgia
$8.9K – – –
RWM
1977
Raffa Wealth Management
District of Columbia
$8.9K +$694 +2 +9%
EFMH
1978
E Fund Management (HK)
Hong Kong
$8.55K +$7.64K +22 +1,100%
SVCP
1979
Silicon Valley Capital Partners
California
$8.21K – – –
GWM
1980
Gilpin Wealth Management
Colorado
$8.19K – – –
MAFA
1981
MJT & Associates Financial Advisory
Minnesota
$8.19K +$7.98K +23 New
MB
1982
MidFirst Bank
Oklahoma
$8.19K -$163K -470 -95%
AP
1983
Aspect Partners
Virginia
$8.19K – – –
MFT
1984
Moisand Fitzgerald Tamayo
Florida
$7.84K – – –
RWM
1985
Rialto Wealth Management
New York
$7.84K +$2.78K +8 +57%
CSC
1986
Caldwell Sutter Capital
California
$7.48K – – –
EWM
1987
Evolution Wealth Management
Florida
$7.48K – – –
CCMI
1988
Creative Capital Management Investments
California
$7.12K – – –
BFS
1989
Bare Financial Services
Pennsylvania
$7.12K +$1.04K +3 +18%
BIAS
1990
Beacon Investment Advisory Services
New Jersey
$7.12K +$6.94K +20 New
TLFA
1991
True Link Financial Advisors
California
$7.12K +$6.94K +20 New
SA
1992
SRH Advisors
Kansas
$6.77K – – –
RWS
1993
Retirement Wealth Solutions
Wisconsin
$6.41K +$2.78K +8 +80%
PWA
1994
Principia Wealth Advisory
Texas
$6.41K +$1.04K +3 +20%
OA
1995
Operose Advisors
Wisconsin
$6.41K +$6.25K +18 New
MTI
1996
Merrithew & Thorsten Inc
California
$6K – – –
MSG
1997
Main Street Group
Virginia
$5.78K +$5.55K +16 New
BH
1998
Burk Holdings
Oklahoma
$5.7K +$5.55K +16 New
1NWS
1999
1 North Wealth Services
Maryland
$5.34K – – –
FDW
2000
Fourth Dimension Wealth
Ohio
$5.34K – – –