We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GD
1976
Grandfield & Dodd
New York
$422K
MSFP
1977
Mark Sheptoff Financial Planning
Connecticut
$419K
CAC
1978
Certified Advisory Corp
Florida
$419K +$8.43K +180 +2%
WAG
1979
Winthrop Advisory Group
Massachusetts
$419K +$74.8K +1,597 +22%
LC
1980
Landaas & Company
Wisconsin
$417K +$7.02K +150 +2%
KLWA
1981
Kelly Lawrence W & Associates
California
$411K
BII
1982
Bainco International Investors
Massachusetts
$410K -$23.4K -500 -5%
FMT
1983
First Mercantile Trust
Tennessee
$410K +$167K +3,560 +69%
CAN
1984
Claraphi Advisory Network
United States
$407K -$481K -10,264 -54%
SMFS
1985
Squar Milner Financial Services
California
$405K +$12.3K +263 +3%
CAM
1986
Chesapeake Asset Management
New York
$404K -$11.7K -250 -3%
HIC
1987
Hartline Investment Corp
Illinois
$404K +$46.8K +1,000 +13%
CWM
1988
Circle Wealth Management
New Jersey
$403K +$140 +3 +0%
VWA
1989
VERITY Wealth Advisors
United States
$403K +$402K +8,586 New
QAM
1990
Questar Asset Management
Minnesota
$402K +$401K +8,569 New
HIM
1991
Hotaling Investment Management
Pennsylvania
$401K +$400K +8,547 New
BCM
1992
Barometer Capital Management
Ontario, Canada
$401K +$403K +8,600 New
BFPW
1993
BOK Financial Private Wealth
Colorado
$400K +$163K +3,473 +69%
LAIC
1994
Lederer & Associates Investment Counsel
California
$399K -$46.8K -1,000 -11%
RHBC
1995
R.H. Bluestein & Co
Michigan
$399K -$1.41K -30 -0.4%
SCI
1996
Stableford Capital II
Arizona
$399K +$398K +8,493 New
WMA
1997
Wealth Management Associates
New Jersey
$395K +$394K +8,423 New
EF
1998
Empirical Finance
Pennsylvania
$395K -$34.8K -744 -8%
DIA
1999
Davidson Investment Advisors
Montana
$395K +$3.32K +71 +0.9%
CA
2000
CapWealth Advisors
Tennessee
$395K +$5.38K +115 +1%