We are live on ! Find out more
NOW icon

ServiceNow
NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
UOTTAIMCU
1976
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$46.4K – – –
MFP
1977
Meramec Financial Planners
Missouri
$45.9K – – –
WA
1978
WPG Advisers
Maryland
$45.3K +$706 +6 +1%
TFM
1979
TFC Financial Management
Massachusetts
$43.8K -$52.5K -446 -52%
BDPWM
1980
Barnes Dennig Private Wealth Management
Ohio
$42.6K +$47.9K +407 New
AW
1981
Avion Wealth
Texas
$42K +$26.9K +229 +129%
FUBT
1982
First United Bank & Trust
Maryland
$41.8K -$497K -4,225 -91%
IWS
1983
Intentional Wealth Strategies
Colorado
$41.3K +$46.5K +395 New
BC
1984
Barrett & Company
Rhode Island
$40.8K – – –
MSG
1985
Main Street Group
Virginia
$40.3K +$45.3K +385 New
ACA
1986
Atlas Capital Advisors
Wyoming
$40.3K +$44.1K +375 +3,750%
SGFG
1987
Silver Grove Financial Group
New York
$39.2K +$44.1K +375 New
WAG
1988
Wilkerson Advisory Group
Missouri
$38.4K -$319K -2,712 -88%
WG
1989
Wellington Group
Indiana
$38.4K -$11.5K -98 -21%
TGY2IT
1990
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$38.4K +$43.2K +367 New
JGCM
1991
Joseph Group Capital Management
Ohio
$38.3K +$33.2K +282 +336%
DCM
1992
Disciplina Capital Management
Tennessee
$37.6K – – –
SWIM
1993
Smallwood Wealth Investment Management
New Jersey
$37.6K +$11.8K +100 +38%
CA
1994
Centerpoint Advisors
Massachusetts
$37K – – –
BLC
1995
Brown, Lisle/Cummings
Rhode Island
$36.9K +$13.8K +117 +50%
SC
1996
Solstein Capital
California
$36.6K -$14.1K -120 -26%
KAS
1997
Kemnay Advisory Services
New York
$36.3K -$8K -68 -16%
NWM
1998
Nova Wealth Management
Florida
$35.1K +$22.7K +193 +135%
MFC
1999
Mechanics Financial Corp
Ohio
$35K – – –
PGAM
2000
Princeton Global Asset Management
New Jersey
$34.5K -$8.82K -75 -19%
78 79
80
81 82