We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RGC
1976
Roberts, Glore & Co
Illinois
$640K -$27.7K -712 -4%
AWG
1977
Altus Wealth Group
Colorado
$640K +$7.5K +193 +1%
B
1978
Bellecapital
Switzerland
$637K -$84.8K -2,180 -12%
APW
1979
Acima Private Wealth
Virginia
$636K
SWA
1980
Sightline Wealth Advisors
Connecticut
$635K +$41.9K +1,077 +7%
CP
1981
Castleview Partners
Texas
$631K +$627K +16,111 New
TC
1982
TwinBeech Capital
New York
$630K -$354K -9,095 -36%
BFG
1983
Berger Financial Group
Minnesota
$629K +$15.3K +393 +3%
MA
1984
MJP Associates
Connecticut
$629K +$65.2K +1,677 +12%
GC
1985
Gilbert & Cook
Iowa
$628K +$33.6K +864 +6%
VFP
1986
Verus Financial Partners
Virginia
$627K -$11.4K -293 -2%
FHC
1987
First Heartland Consultants
Missouri
$625K -$294K -7,552 -32%
TAIM
1988
TD Ameritrade Investment Management
Nebraska
$625K +$57.9K +1,489 +10%
PAM
1989
Pegasus Asset Management
New York
$624K
OAM
1990
Oak Asset Management
California
$624K +$2.22K +57 +0.4%
CG
1991
Cutler Group
California
$623K -$715K -18,390 -54%
DLHL
1992
Donald L. Hagan LLC
Florida
$623K +$3.54K +91 +0.6%
GIA
1993
GHP Investment Advisors
Colorado
$622K +$26.4K +678 +4%
SFI
1994
SPC Financial Inc
Maryland
$620K +$40.3K +1,036 +7%
III
1995
Independent Investors Inc
New York
$619K
IFAM
1996
Institutional & Family Asset Management
Colorado
$617K -$113K -2,917 -16%
JBA
1997
Johnson Bixby & Associates
Washington
$616K +$23.7K +610 +5%
JCIA
1998
Jackson Creek Investment Advisors
Colorado
$614K -$1.13K -29 -0.2%
PCG
1999
Private Capital Group
Connecticut
$610K +$31.1K +800 +5%
AL
2000
ACAS LLC
California
$609K -$148K -3,815 -20%