We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1976
Peterson Wealth Advisors
Utah
$889K +$13.6K +134 +2%
ODFS
1977
O'Donnell Financial Services
California
$889K
RCM
1978
RB Capital Management
Nevada
$887K
GHA
1979
Granite Harbor Advisors
Texas
$887K -$67.8K -670 -10%
MAM
1980
MMA Asset Management
Pennsylvania
$886K -$349K -3,453 -35%
MWM
1981
MOKAN Wealth Management
Kansas
$886K +$642K +6,347 New
CB
1982
Community Bank
New York
$885K -$5.06K -50 -0.8%
VWA
1983
VSM Wealth Advisory
Maryland
$883K -$42.1K -416 -6%
LSIA
1984
LaSalle St. Investment Advisors
Illinois
$882K -$708 -7 -0.1%
NDSI
1985
Newman Dignan & Sheerar Inc
Rhode Island
$881K -$46.3K -458 -7%
SRC
1986
Sage Rhino Capital
California
$880K +$33K +326 +5%
EFP
1987
Elser Financial Planning
Indiana
$879K +$8.39K +83 +1%
HWA
1988
HHM Wealth Advisors
Tennessee
$878K -$209K -2,071 -25%
SL
1989
Salomon & Ludwin
Virginia
$876K -$8.09K -80 -1%
TAM
1990
Titleist Asset Management
Texas
$875K +$66.2K +655 +12%
CWA
1991
Cura Wealth Advisors
Illinois
$874K -$113K -1,122 -15%
WMA
1992
Wealth Management Associates
New Jersey
$873K +$55.3K +547 +10%
CPC
1993
Congress Park Capital
New York
$873K -$531K -5,250 -46%
SFO
1994
Stokes Family Office
Louisiana
$872K -$242K -2,390 -28%
IWN
1995
Independent Wealth Network
Iowa
$869K -$68.5K -677 -10%
ACGA
1996
Atlanta Consulting Group Advisors
Georgia
$867K +$4.65K +46 +0.7%
FWA
1997
Flagship Wealth Advisors
Massachusetts
$866K +$617K +6,102 +6,102%
SAM
1998
Secure Asset Management
Michigan
$865K +$43.5K +430 +7%
SW
1999
SkyOak Wealth
Michigan
$863K +$157K +1,550 +33%
AWG
2000
Altus Wealth Group
Colorado
$863K -$40.9K -404 -6%