We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1976
Patron Partners
Texas
$921K -$198K -2,120 -17%
ATC
1977
Adirondack Trust Company
New York
$919K -$50K -535 -5%
HPIA
1978
Hamilton Point Investment Advisors
North Carolina
$919K +$4.95K +53 +0.5%
HNW
1979
High Note Wealth
Minnesota
$916K -$38.8K -416 -4%
CCA
1980
Childress Capital Advisors
Texas
$912K -$63K -675 -6%
FWM
1981
Forefront Wealth Management
Pennsylvania
$912K -$8.4K -90 -0.9%
CWA
1982
Crux Wealth Advisors
California
$911K -$291K -3,114 -23%
PCA
1983
Peddock Capital Advisors
Massachusetts
$911K -$123K -1,314 -11%
RCA
1984
Resonant Capital Advisors
Wisconsin
$910K +$104K +1,111 +12%
ACM
1985
Aurdan Capital Management
Pennsylvania
$908K
PFA
1986
Plotkin Financial Advisors
Maryland
$907K
WAM
1987
WNY Asset Management
New York
$907K +$162K +1,740 +21%
AF
1988
Alerus Financial
North Dakota
$907K -$21.1K -226 -2%
AFAS
1989
Acorn Financial Advisory Services
Virginia
$907K -$73.3K -785 -7%
APW
1990
Aurora Private Wealth
New Jersey
$906K -$24.6K -264 -3%
VIM
1991
Vista Investment Management
Pennsylvania
$905K -$42.6K -456 -4%
THCM
1992
Taylor Hoffman Capital Management
Virginia
$904K
CF
1993
Convergence Financial
Missouri
$903K +$47K +503 +5%
RFA
1994
ROI Financial Advisors
Oregon
$903K -$269K -2,882 -22%
GWM
1995
Graybill Wealth Management
Illinois
$902K +$938K +10,047 New
HPBT
1996
Hickory Point Bank & Trust
Illinois
$900K +$22.3K +239 +2%
FCAS
1997
First Command Advisory Services
Texas
$900K -$35.4K -379 -4%
VWM
1998
Venturi Wealth Management
Texas
$899K -$58K -621 -6%
CA
1999
Crewe Advisors
Utah
$899K -$21.9K -235 -2%
GITFIT
2000
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$898K +$93.4K +1,000 +11%