We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWG
1976
Boomfish Wealth Group
Georgia
$3.41M +$69.3K +216 +2%
Texas Bank & Trust
1977
Texas Bank & Trust
Texas
$3.41M -$69K -215 -2%
Sandro Wealth Management
1978
Sandro Wealth Management
New Jersey
$3.41M +$46.2K +144 +1%
L2 Asset Management
1979
L2 Asset Management
Massachusetts
$3.41M +$125K +388 +4%
Aristides Capital
1980
Aristides Capital
Kentucky
$3.41M +$238K +740 +8%
Militia Capital Management
1981
Militia Capital Management
Texas
$3.4M +$588K +1,830 +23%
Auxano Advisors
1982
Auxano Advisors
Washington
$3.39M +$10K +31 +0.3%
Atlanta Consulting Group Advisors
1983
Atlanta Consulting Group Advisors
Georgia
$3.39M +$69K +215 +2%
Kovack Advisors
1984
Kovack Advisors
Florida
$3.38M +$193K +600 +7%
Arbor Trust Wealth Advisors
1985
Arbor Trust Wealth Advisors
Michigan
$3.38M +$111K +345 +4%
Coastal Bridge Advisors
1986
Coastal Bridge Advisors
Connecticut
$3.38M -$50.7K -158 -2%
Stableford Capital II
1987
Stableford Capital II
Arizona
$3.37M -$96.6K -301 -3%
SCS Capital Management
1988
SCS Capital Management
Massachusetts
$3.37M -$831K -2,587 -21%
Regal Investment Advisors
1989
Regal Investment Advisors
Michigan
$3.37M +$318K +989 +11%
New Age Alpha Advisors
1990
New Age Alpha Advisors
New York
$3.37M +$2.37M +7,370 +301%
Louisbourg Investments
1991
Louisbourg Investments
New Brunswick, Canada
$3.36M +$46.6K +145 +1%
Roof Eidam Maycock Peralta (REMP)
1992
Roof Eidam Maycock Peralta (REMP)
California
$3.36M -$16.1K -50 -0.5%
Crusonia Wealth Advisors
1993
Crusonia Wealth Advisors
Colorado
$3.36M +$74.2K +231 +2%
Okabena Investment Services
1994
Okabena Investment Services
Minnesota
$3.35M +$880K +2,740 +39%
MWM
1995
M3 Wealth Management
Ohio
$3.35M +$14.4K +45 +0.5%
Advisory Alpha
1996
Advisory Alpha
Michigan
$3.34M +$597K +1,861 +24%
Syntegra Private Wealth Group
1997
Syntegra Private Wealth Group
Missouri
$3.34M -$169K -527 -5%
GFI
1998
Global Frontier Investments
South Carolina
$3.33M – – –
Alpha Omega Wealth Management
1999
Alpha Omega Wealth Management
Virginia
$3.33M -$60.7K -189 -2%
Cary Street Partners Investment Advisory
2000
Cary Street Partners Investment Advisory
Virginia
$3.32M +$436K +1,359 +16%