We are live on ! Find out more
VZ icon

Verizon
VZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1976
Capital Planning Advisors
California
$397K -$173K -3,043 -30%
SFP
1977
Shepherd Financial Partners
Massachusetts
$397K -$8.74K -154 -2%
KS
1978
Karpas Strategies
Connecticut
$397K – – –
BBWA
1979
Bell & Brown Wealth Advisors
California
$397K +$9.25K +163 +2%
BCM
1980
Beck Capital Management
Texas
$395K +$37.3K +658 +10%
CH
1981
Canton Hathaway
Rhode Island
$394K – – –
NPPM
1982
North Point Portfolio Managers
Ohio
$394K – – –
SICM
1983
Sustainable Insight Capital Management
New York
$392K -$12.5K -220 -3%
LC
1984
Loews Corp
New York
$392K – – –
HHGA
1985
Halbert Hargrove Global Advisors
California
$392K +$23.9K +422 +6%
ACM
1986
AlphaStar Capital Management
North Carolina
$392K +$154K +2,710 +64%
BPA
1987
Beacon Pointe Advisors
California
$391K +$396K +6,981 New
SFG
1988
StrategIQ Financial Group
Indiana
$390K +$965 +17 +0.2%
ACM
1989
Ashford Capital Management
Delaware
$389K – – –
RP
1990
Rowlandmiller & Partners
Georgia
$389K – – –
DW
1991
Domani Wealth
Pennsylvania
$388K -$7.77K -137 -2%
TCM
1992
Tradewinds Capital Management
Washington
$387K -$10.4K -183 -3%
PCMC
1993
Paragon Capital Management (Colorado)
Colorado
$386K – – –
FNBOH
1994
First National Bank of Hutchinson
Kansas
$386K +$47.8K +843 +14%
JC
1995
Jentner Corp
Ohio
$386K +$390K +6,873 New
HCMNY
1996
Howard Capital Management (New York)
New York
$384K -$11.3K -200 -3%
SMFG
1997
Sumitomo Mitsui Financial Group
Japan
$383K +$394K +6,952 New
HCM
1998
Huber Capital Management
California
$382K -$250K -4,400 -39%
CG
1999
CFO4Life Group
Texas
$382K +$68.3K +1,203 +22%
ACG
2000
Allen Capital Group
Nebraska
$378K +$29.1K +512 +8%
78 79
80
81 82