We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1976
Dogwood Wealth Management
Kansas
-$204K -465 Closed
CBT
1977
Central Bank & Trust
Kentucky
-$146K -333 Closed
CM
1978
Capula Management
Cayman Islands
-$108K -237 Closed
RFA
1979
Register Financial Advisors
Georgia
-$58.6K -134 Closed
RWMG
1980
Redwood Wealth Management Group
New Jersey
-$58.4K -133 Closed
SP
1981
SWS Partners
Ohio
-$54.2K -123 Closed
RFG
1982
RFP Financial Group
Georgia
-$48.7K -111 Closed
SA
1983
Scarborough Advisors
Maryland
-$32.5K -74 Closed
SSG
1984
Summit Securities Group
New York
-$28K -64 Closed
WLC
1985
Walnut Level Capital
Colorado
-$23.7K -54 Closed
FW
1986
Fairway Wealth
Ohio
-$22.4K -51 Closed
AA
1987
AlphaMark Advisors
Kentucky
-$22K -50 Closed
LFA
1988
Legend Financial Advisors
Pennsylvania
-$21.9K -50 Closed
VAG
1989
VisionPoint Advisory Group
Texas
-$21.9K -50 Closed
VWM
1990
Valley Wealth Managers
New Jersey
-$21.5K -49 Closed
TSWM
1991
Tyler-Stone Wealth Management
Ohio
-$21.1K -48 Closed
Cohen & Steers
1992
Cohen & Steers
New York
-$18K -41 Closed
CMA
1993
Cedar Mountain Advisors
Oregon
-$14K -32 Closed
WIA
1994
Wetzel Investment Advisors
Indiana
-$14.9K -32 Closed
FNWA
1995
Financial Network Wealth Advisors
Utah
-$13.2K -30 Closed
OCM
1996
Orion Capital Management
California
-$12.7K -29 Closed
UWS
1997
Unique Wealth Strategies
Illinois
-$13.5K -29 Closed
SWM
1998
Spire Wealth Management
Virginia
-$11 -26 Closed
DF
1999
Dunhill Financial
United Kingdom
-$9.79K -22 Closed
DP
2000
Denver PWM
Colorado
-$2.63K -6 Closed