We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
1976
Q3 Asset Management
Michigan
$214K +$200K +1,513 New
WIA
1977
Westbourne Investment Advisors
Maryland
$214K +$201K +1,514 New
IBOK
1978
Independence Bank of Kentucky
Kentucky
$213K
EWM
1979
EPG Wealth Management
Georgia
$212K +$198K +1,495 New
GJCM
1980
Grand Jean Capital Management
California
$212K +$199K +1,500 New
SA
1981
Sicart Associates
New York
$212K +$199K +1,500 New
CTFG
1982
Capstone Triton Financial Group
Oklahoma
$212K +$199K +1,501 New
DP
1983
Denver PWM
Colorado
$212K +$200K +1,512 New
CC
1984
Courier Capital
New York
$211K +$198K +1,492 New
WAG
1985
Winthrop Advisory Group
Massachusetts
$210K +$197K +1,484 New
RWMH
1986
Riverpoint Wealth Management Holdings
Illinois
$209K +$196K +1,476 New
RAM
1987
Riggs Asset Management
Pennsylvania
$208K -$674K -5,087 -78%
ARMC
1988
American Research & Management Company
Massachusetts
$208K +$530 +4 +0.3%
TCMP
1989
Thrive Capital Management (Pennsylvania)
Pennsylvania
$208K +$195K +1,473 New
BOH
1990
Bank of Hawaii
Hawaii
$207K -$83.6K -631 -30%
AAS
1991
Annex Advisory Services
Wisconsin
$206K +$193K +1,454 New
AI
1992
Accredited Investors
Minnesota
$204K +$191K +1,439 New
SW
1993
SkyOak Wealth
Michigan
$204K +$191K +1,445 New
GFS
1994
GYL Financial Synergies
Connecticut
$201K -$23.2K -175 -11%
CVM
1995
Cheviot Value Management
California
$201K +$188K +1,422 New
LRIA
1996
Leonard Rickey Investment Advisors
Washington
$201K +$188K +1,422 New
WAOI
1997
Wealth Advisors of Iowa
Iowa
$201K +$188K +1,422 New
CAL
1998
Capital Analysts LLC
Pennsylvania
$200K -$12.7K -96 -6%
BA
1999
Ballast Advisors
Minnesota
$200K +$187K +1,412 New
PS
2000
Portfolio Strategies
New York
$200K +$187K +1,412 New