We are live on ! Find out more
PYPL icon

PayPal
PYPL

Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
1976
Financial Enhancement Group
Indiana
$7K -$2.91M -33,541 -100%
RBC
1977
Roble Belko & Company
Pennsylvania
$7K – – –
FFA
1978
Fairfield Financial Advisors
Massachusetts
$6.08K – – –
SC
1979
Sierra Capital
Florida
$6K +$87 +1 +1%
TIM
1980
Tortoise Investment Management
New York
$6K +$2.43K +28 +43%
CBT
1981
CoreFirst Bank & Trust
Kansas
$5K – – –
IHWM
1982
Iron Horse Wealth Management
Iowa
$5K – – –
CCMIC
1983
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$5K +$5.73K +66 New
BCMIO
1984
Beacon Capital Management Inc (Ohio)
Ohio
$5K +$6.51K +75 New
WA
1985
WestEnd Advisors
North Carolina
$4.26K +$5.29K +61 New
DI
1986
Disciplined Investments
Oklahoma
$4K -$22.6K -260 -84%
SFA
1987
Semmax Financial Advisors
North Carolina
$4K -$4.34K -50 -54%
HNWAG
1988
High Net Worth Advisory Group
Florida
$4K -$1.3K -15 -19%
SAM
1989
Strategic Asset Management
Minnesota
$4K -$781 -9 -14%
WPWM
1990
Western Pacific Wealth Management
Illinois
$4K +$434 +5 +8%
SC
1991
Schubert & Co
Texas
$4K +$3.73K +43 +478%
RCG
1992
Rock Creek Group
District of Columbia
$4K +$4.08K +47 +362%
CMP
1993
Coston McIsaac & Partners
Maine
$4K +$4.6K +53 New
BFG
1994
Baron Financial Group
New Jersey
$3.84K – – –
SC
1995
Stephens Consulting
Michigan
$3.14K – – –
AA
1996
Addison Advisors
Vermont
$3K -$20.3K -234 -84%
CHA
1997
Carmichael Hill & Associates
Maryland
$3K -$7.29K -84 -66%
TJHA
1998
Thomas J. Herzfeld Advisors
Florida
$3K -$1.56K -18 -30%
LS
1999
Leelyn Smith
Illinois
$3K – – –
NWM
2000
Navigation Wealth Management
Colorado
$3K – – –
78 79
80
81 82