We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1976
JFS Wealth Advisors
Pennsylvania
$105K +$3.79K +25 +4%
1CP
1977
1015 Capital Partners
Pennsylvania
$104K +$152 +1 +0.2%
SGFG
1978
Silver Grove Financial Group
New York
$99K +$85K +561 +1,122%
SSG
1979
Summit Securities Group
New York
$97.8K -$92.8K -612 -50%
RBC
1980
Roble Belko & Company
Pennsylvania
$97K -$909 -6 -1%
GCP
1981
Gill Capital Partners
Colorado
$96.7K – – –
UIA
1982
Ulland Investment Advisors
Minnesota
$95K – – –
TCM
1983
TD Capital Management
Tennessee
$89.6K – – –
BGAI
1984
Bruce G. Allen Investments
Colorado
$89.5K +$6.21K +41 +8%
PCA
1985
Providence Capital Advisors
North Carolina
$87.6K +$82K +541 New
EF
1986
Entrust Financial
Pennsylvania
$87.6K – – –
LFASL
1987
Lugano Financial Advisors SA (LFA)
Switzerland
$85.8K – – –
PWPS
1988
Pinnacle Wealth Planning Services
Ohio
$84.5K -$1.52K -10 -2%
MWPCG
1989
Measured Wealth Private Client Group
New Hampshire
$84.5K +$53.1K +350 +203%
MBFW
1990
Morton Brown Family Wealth
Pennsylvania
$81K – – –
OSNBOA
1991
Old Second National Bank of Aurora
Illinois
$81K – – –
SMBT
1992
Southern Michigan Bank & Trust
Michigan
$77.7K -$49.3K -325 -40%
CBT
1993
CoreFirst Bank & Trust
Kansas
$77.7K – – –
BONH
1994
Bank of New Hampshire
New Hampshire
$76.4K -$16.4K -108 -19%
CIA
1995
Cape Investment Advisory
Georgia
$76.1K +$71.2K +470 New
AIM
1996
ARK Investment Management
Florida
$76.1K -$4.09K -27 -5%
CCA
1997
Catalyst Capital Advisors
New York
$75.8K -$1.06K -7 -1%
T
1998
Tidemark
California
$75.7K +$303 +2 +0.4%
ACA
1999
American Capital Advisory
Idaho
$74.7K +$7.58K +50 +12%
EP
2000
Essential Partners
California
$73.3K -$74.6K -492 -52%