We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BAS
1976
Brown Advisory Securities
Maryland
$206K -$5.27K -21 -2%
LA
1977
Latitude Advisors
Florida
$205K -$6.03K -24 -3%
MAWCM
1978
Mine & Arao Wealth Creation & Management
California
$205K +$5.27K +21 +2%
SCA
1979
Sage Capital Advisors
South Dakota
$204K -$67K -267 -23%
AWAP
1980
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$204K -$7.53K -30 -3%
PSC
1981
Prentiss Smith & Co
Vermont
$204K – – –
FA
1982
Financial Advisors
Massachusetts
$204K +$230K +915 New
LFA
1983
Landmark Financial Advisors
Kentucky
$202K – – –
TCWA
1984
Ten Capital Wealth Advisors
Washington
$202K +$147K +585 +181%
AOG
1985
Alpha Omega Group
Virginia
$202K +$228K +909 New
AIM
1986
Axiom Investment Management
New York
$201K -$1.37M -5,454 -86%
RBFC
1987
Roman Butler Fullerton & Co
Missouri
$201K -$85.9K -342 -30%
TCM
1988
Tufton Capital Management
Maryland
$201K +$1.51K +6 +0.7%
MWM
1989
McNaughton Wealth Management
California
$201K +$227K +903 New
BHIA
1990
Birch Hill Investment Advisors
Massachusetts
$200K -$377K -1,500 -63%
AA
1991
AlphaMark Advisors
Kentucky
$200K -$233K -927 -51%
BSB
1992
Bangor Savings Bank
Maine
$200K – – –
SFA
1993
Semmax Financial Advisors
North Carolina
$200K – – –
CTA
1994
Chesley Taft & Associates
Illinois
$200K +$218K +870 New
DR
1995
Davis Rea
Ontario, Canada
$200K +$226K +900 New
SC
1996
Shay Capital
New York
$200K +$226K +900 New
FPA
1997
First Pacific Advisors
California
$194K +$218K +870 New
JMF
1998
Johnson Midwest Financial
Iowa
$193K +$24.1K +96 +12%
SPWG
1999
Sage Private Wealth Group
Illinois
$189K -$42.9K -171 -17%
SNT
2000
Security National Trust
West Virginia
$184K – – –