We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
1976
Center For Asset Management
Florida
$400K -$47K -1,865 -10%
IGAM
1977
iA Global Asset Management
Quebec, Canada
$400K -$451K -17,887 -53%
NG
1978
Novem Group
New York
$400K +$18K +712 +5%
PW
1979
Pandora Wealth
Illinois
$400K +$60.5K +2,400 +18%
BFC
1980
Blue Fin Capital
Rhode Island
$399K -$24.4K -967 -6%
TVPW
1981
Third View Private Wealth
Connecticut
$399K +$404K +16,009 New
SM
1982
Sciencast Management
New Jersey
$398K +$403K +16,000 New
FNFDCM
1983
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$398K -$12.6K -500 -3%
BIP
1984
Blueprint Investment Partners
North Carolina
$396K +$401K +15,919 New
TLCM
1985
Twin Lakes Capital Management
California
$396K +$2.45K +97 +0.6%
WCM
1986
Weik Capital Management
Pennsylvania
$396K -$110K -4,375 -22%
LC
1987
Lawood & Co
Pennsylvania
$396K +$401K +15,907 New
TT
1988
TI-Trust
Illinois
$396K
BST
1989
Bath Savings Trust
Maine
$396K +$33.7K +1,336 +9%
BAG
1990
Bridgewealth Advisory Group
California
$396K -$1.21K -48 -0.3%
LSA
1991
L & S Advisors
California
$395K +$400K +15,879 New
TWA
1992
TCI Wealth Advisors
Arizona
$395K -$857 -34 -0.2%
4A
1993
4Wealth Advisors
Illinois
$395K +$29.5K +1,168 +8%
KCAM
1994
Kagan Cocozza Asset Management
New Jersey
$395K -$25K -990 -6%
IRP
1995
Investment Research Partners
Pennsylvania
$395K +$54.8K +2,174 +16%
BRWM
1996
Blue Rock Wealth Management
North Carolina
$395K +$50.4K +2,000 +15%
VCS
1997
Vaughan & Co Securities
New Jersey
$395K -$12.5K -495 -3%
TAM
1998
Trillium Asset Management
Massachusetts
$393K
GWM
1999
Gibbs Wealth Management
Georgia
$392K -$15.9K -632 -4%
CFA
2000
CWS Financial Advisors
Michigan
$392K -$3.78K -150 -0.9%