We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
1976
First United Bank & Trust
Maryland
$39.4K – – –
NL
1977
NVWM LLC
Pennsylvania
$37.4K – – –
W
1978
WealthCollab
Washington
$37.2K – – –
CIA
1979
Cape Investment Advisory
Georgia
$37.1K -$14.3K -109 -28%
TCPG
1980
Trivant Custom Portfolio Group
California
$36.1K – – –
WPA
1981
West Paces Advisors
Georgia
$35K – – –
BGAI
1982
Bruce G. Allen Investments
Colorado
$34.9K – – –
MWA
1983
Miller Wealth Advisors
Colorado
$34.7K – – –
TIM
1984
Thompson Investment Management
Wisconsin
$34.5K – – –
HWA
1985
HHM Wealth Advisors
Tennessee
$34K -$20.1K -153 -37%
CP
1986
Castleview Partners
Texas
$33.2K – – –
AT
1987
Arlington Trust
Alabama
$32.9K – – –
HB
1988
Horizon Bancorp
Indiana
$32K – – –
JGIA
1989
Jackson Grant Investment Advisers
Connecticut
$31.3K – – –
CB
1990
Centennial Bank
Arkansas
$31K – – –
TCM
1991
Tributary Capital Management
Nebraska
$31K – – –
MFA
1992
McClarren Financial Advisors
Pennsylvania
$29K +$262 +2 +0.9%
PS
1993
Pinney & Scofield
Massachusetts
$28.4K +$28.9K +220 New
AWM
1994
Abound Wealth Management
Tennessee
$28.4K +$8.53K +65 +42%
FFL
1995
Financial Freedom LLC
Ohio
$28.2K – – –
PCFFS
1996
Pacific Center for Financial Services
California
$28K – – –
SFO
1997
Standard Family Office
South Dakota
$27.5K -$37.3K -284 -57%
POIA
1998
Pin Oak Investment Advisors
Texas
$27K – – –
HBW
1999
Hazlett, Burt & Watson
West Virginia
$27K +$28.2K +215 New
LWCFA
2000
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.5K -$45.9K -350 -67%