We are live on ! Find out more
PYPL icon

PayPal
PYPL

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1976
Wade Financial Advisory
California
$558K -$20.9K -79 -4%
LFA
1977
Legacy Financial Advisors
Kentucky
$558K +$39.4K +149 +8%
CAWM
1978
Capital Advisors Wealth Management
Washington
$558K +$61.3K +232 +14%
FWCM
1979
Ferguson Wellman Capital Management
Oregon
$556K -$7.13K -27 -1%
DOA
1980
D'Orazio & Associates
Virginia
$554K – – –
WJA
1981
Willis Johnson & Associates
Texas
$554K +$8.45K +32 +2%
ECG
1982
Edge Capital Group
Georgia
$552K – – –
TM
1983
Titan Managers
Arizona
$547K – – –
MA
1984
Modus Advisors
Minnesota
$547K +$792 +3 +0.2%
SGI
1985
Summit Global Investments
Utah
$545K +$1.58K +6 +0.3%
LC
1986
Lindbrook Capital
California
$544K +$8.98K +34 +2%
LRPA
1987
L. Roy Papp & Associates
Arizona
$543K – – –
PBO
1988
Peoples Bank (Ohio)
Ohio
$541K +$6.34K +24 +1%
PCM
1989
Perritt Capital Management
Illinois
$540K -$15.8K -60 -3%
CST
1990
Charles Schwab Trust
Nevada
$540K +$110K +415 +29%
GAMC
1991
Garner Asset Management Corp
Texas
$539K – – –
DS
1992
DRW Securities
Illinois
$539K +$488K +1,848 New
G
1993
GenTrust
Florida
$534K +$244K +923 +101%
MG
1994
Markel Group
Virginia
$533K – – –
CI
1995
Chartist Inc
California
$532K -$5.81K -22 -1%
TCMP
1996
Thrive Capital Management (Pennsylvania)
Pennsylvania
$529K +$163K +616 +51%
BCA
1997
Bay Colony Advisors
Massachusetts
$528K +$231K +875 +93%
LWAM
1998
Legacy Wealth Asset Management
Minnesota
$526K +$52.8K +200 +12%
MWA
1999
Meridian Wealth Advisors
Texas
$526K +$233K +882 +96%
RCS
2000
Retirement Capital Strategies
California
$525K – – –
78 79
80
81 82