We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1976
Lindbrook Capital
California
$722K +$59.3K +315 +8%
VC
1977
Vicus Capital
Pennsylvania
$720K -$137K -725 -14%
BOS
1978
Bingham Osborn & Scarborough
California
$719K -$16.4K -87 -2%
PK
1979
Pflug Koory
Nebraska
$718K -$28.3K -150 -3%
PRC
1980
Pearl River Capital
Michigan
$715K +$507K +2,691 +154%
WCWM
1981
Willow Creek Wealth Management
California
$714K +$754 +4 +0.1%
APW
1982
Acima Private Wealth
Virginia
$712K -$557K -2,955 -40%
SFG
1983
SNS Financial Group
Minnesota
$711K +$81.9K +435 +11%
WAG
1984
Winthrop Advisory Group
Massachusetts
$710K +$41.4K +220 +5%
TC
1985
Toews Corporation
New Jersey
$709K +$829K +4,400 New
PIA
1986
Pinion Investment Advisors
Kansas
$708K +$87.8K +466 +12%
PAA
1987
Peregrine Asset Advisers
Oregon
$706K +$569K +3,018 +221%
WCM
1988
WealthBridge Capital Management
Ohio
$704K -$47.7K -253 -5%
GFPC
1989
Global Financial Private Client
Florida
$699K +$667K +3,541 +345%
AF
1990
Aldebaran Financial
$699K +$4.71K +25 +0.6%
BCP
1991
Berkeley Capital Partners
Georgia
$698K +$36K +191 +5%
SAM
1992
SignalPoint Asset Management
Missouri
$695K +$49.4K +262 +6%
EWM
1993
EPG Wealth Management
Georgia
$692K +$262K +1,390 +48%
SCM
1994
Southport Capital Management
Tennessee
$687K -$24.9K -132 -3%
WA
1995
Wambolt & Associates
Colorado
$684K +$26.8K +142 +3%
SWIG
1996
Strategic Wealth Investment Group
Kentucky
$683K +$100K +533 +14%
WI
1997
Wedgewood Investors
Pennsylvania
$676K -$104K -550 -12%
FAM
1998
Formidable Asset Management
Ohio
$676K +$28.3K +150 +4%
BB
1999
Bell Bank
North Dakota
$674K +$3.96K +21 +0.5%
NED
2000
Nancy E. Dempze
$673K -$80.1K -425 -9%