We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BG
1976
Bahl & Gaynor
Ohio
$569K +$109K +324 +25%
GCC
1977
Guardian Capital (Canada)
Ontario, Canada
$569K +$541K +1,614 New
MW
1978
Milestone Wealth
New York
$568K +$540K +1,611 New
FFA
1979
Fragasso Financial Advisors
Pennsylvania
$565K
DE
1980
Day & Ennis
Georgia
$565K +$538K +1,605 New
WA
1981
Wambolt & Associates
Colorado
$564K +$161K +480 +43%
EBA
1982
Eagle Bay Advisors
New York
$564K +$329K +981 +157%
FFA
1983
Founders Financial Alliance
North Carolina
$562K +$9.06K +27 +2%
NC
1984
NinePointTwo Capital
California
$561K
PTC
1985
Philadelphia Trust Company
Pennsylvania
$561K +$181K +540 +51%
FFWA
1986
FRG Family Wealth Advisors
Washington
$561K +$534K +1,593 New
KCM
1987
Karp Capital Management
California
$560K +$26.2K +78 +5%
MIH
1988
Meitav Investment House
Israel
$558K -$124K -369 -19%
BWA
1989
Beam Wealth Advisors
Louisiana
$558K -$95.6K -285 -15%
RCG
1990
Resource Consulting Group
Florida
$558K +$531K +1,584 New
AWA
1991
Acorn Wealth Advisors
Michigan
$557K +$14.1K +42 +3%
PIP
1992
Peachtree Investment Partners
Florida
$556K +$529K +1,578 New
NB
1993
Northwest Bancshares
Pennsylvania
$555K -$220K -657 -29%
KC
1994
Kepos Capital
New York
$555K -$133K -396 -20%
LA
1995
Legacy Advisors
Pennsylvania
$555K
SI
1996
Sprott Inc
Ontario, Canada
$555K
TC
1997
Trust Company
Kansas
$555K
AMC
1998
Asset Management Corp
Illinois
$555K +$10.1K +30 +2%
WB
1999
Webster Bank
Connecticut
$554K -$50.3K -150 -9%
FWM
2000
Fairhaven Wealth Management
Illinois
$553K +$5.03K +15 +1%