We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1976
Annapolis Financial Services
Maryland
$33K +$7.66K +35 +34%
HWM
1977
Holloway Wealth Management
Florida
$32K
EA
1978
Emerald Advisers
Pennsylvania
$31K +$28.5K +130 New
HWA
1979
HHM Wealth Advisors
Tennessee
$29K
RMC
1980
Resources Management Corp
Connecticut
$28K +$657 +3 +3%
BMD
1981
Better Money Decisions
New Mexico
$26K
IF
1982
Ironwood Financial
Arizona
$25K
WFA
1983
West Financial Advisors
Iowa
$25K
CH
1984
Canton Hathaway
Rhode Island
$24K
RCA
1985
Ranch Capital Advisors
Florida
$24K
ST
1986
Sageworth Trust
Pennsylvania
$24K
RWM
1987
Raffa Wealth Management
District of Columbia
$22K
KFP
1988
KB Financial Partners
New Jersey
$21K
LS
1989
Leelyn Smith
Illinois
$21K
HFA
1990
Hoover Financial Advisors
Pennsylvania
$20K -$5.69K -26 -24%
JGIA
1991
Jackson Grant Investment Advisers
Connecticut
$20K
JMF
1992
Johnson Midwest Financial
Iowa
$20K +$219 +1 +1%
PWS
1993
Paragon Wealth Strategies
Florida
$20K +$18.2K +83 New
IUHSA
1994
Itau Unibanco Holding S.A.
Brazil
$20K +$18.4K +84 New
EWA
1995
Evolution Wealth Advisors
Florida
$19K
LWP
1996
Laurel Wealth Planning
Minnesota
$19K
PWP
1997
Personal Wealth Partners
Minnesota
$18K +$16.4K +75 New
AWM
1998
Activest Wealth Management
Florida
$16K -$13.6K -62 -48%
CAL
1999
Capital Advisors Ltd
Ohio
$16K +$1.75K +8 +13%
WBC
2000
West Branch Capital
Massachusetts
$15K +$14K +64 New