We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ERIM
1976
Eagle Ridge Investment Management
Connecticut
$537K +$98.4K +1,256 +23%
PW
1977
Price Wealth
Texas
$536K +$186K +2,372 +54%
TIA
1978
Traphagen Investment Advisors
New Jersey
$536K +$3.68K +47 +0.7%
TFA
1979
Teamwork Financial Advisors
Texas
$535K +$783 +10 +0.1%
FSA
1980
Financial Sense Advisors
California
$534K +$302K +3,861 +134%
TFGT
1981
TS Financial Group (TSFG)
Illinois
$533K +$78 +1 +0%
MAWCM
1982
Mine & Arao Wealth Creation & Management
California
$533K +$2.04K +26 +0.4%
SIM
1983
SSI Investment Management
California
$532K -$14.7K -188 -3%
ACA
1984
Affinity Capital Advisors
California
$532K +$2.9K +37 +0.6%
CCM
1985
Chiron Capital Management
Florida
$531K +$526K +6,709 New
SQA
1986
Simon Quick Advisors
New Jersey
$530K -$63.1K -806 -11%
ONST
1987
Old North State Trust
North Carolina
$530K -$61.6K -787 -11%
OL
1988
Optas LLC
Texas
$530K +$240K +3,064 +85%
BS
1989
Bessemer Securities
New York
$527K
EC
1990
Estate Counselors
Wisconsin
$526K +$472K +6,030 +985%
GC
1991
Gratus Capital
Georgia
$525K -$96.2K -1,228 -16%
DBT
1992
Dubuque Bank & Trust
Iowa
$525K -$3.29K -42 -0.6%
QAM
1993
QCI Asset Management
New York
$525K +$55.8K +712 +12%
PCM
1994
Princeton Capital Management
New Jersey
$524K -$30.7K -392 -6%
GSWM
1995
Golden State Wealth Management
California
$523K -$879K -11,224 -63%
BRA
1996
Bender Robert & Associates
California
$523K
WTFG
1997
Wells Trecaso Financial Group
Ohio
$523K +$4.15K +53 +0.8%
SSG
1998
Summit Securities Group
New York
$523K +$295K +3,772 +133%
HWM
1999
Howard Wealth Management
Connecticut
$522K +$7.75K +99 +2%
SIAS
2000
Shine Investment Advisory Services
Colorado
$521K