We are live on ! Find out more
VZ icon

Verizon
VZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1976
Windsor Wealth Management
Indiana
$533K -$29.6K -785 -6%
CAG
1977
Crestwood Advisors Group
Massachusetts
$533K -$266K -7,060 -34%
MCM
1978
McKinley Capital Management
Alaska
$532K +$8.85K +235 +2%
RSA
1979
River Street Advisors
Illinois
$531K +$508K +13,482 New
MTWM
1980
Masso Torrence Wealth Management
New Jersey
$531K -$46.9K -1,246 -8%
CSI
1981
Cross Staff Investments
New York
$530K -$165K -4,370 -25%
KCM
1982
Kathmere Capital Management
Pennsylvania
$529K -$16.9K -448 -3%
BWP
1983
BSW Wealth Partners
Colorado
$529K -$187K -4,951 -27%
AC
1984
Apella Capital
Connecticut
$529K +$100K +2,656 +25%
WTA
1985
Washington Trust Advisors
Massachusetts
$528K -$34.4K -912 -6%
NFC
1986
Northeast Financial Consultants
Connecticut
$526K -$466K -12,368 -48%
SBL
1987
Sargent Bickham Lagudis
Colorado
$525K -$67K -1,778 -12%
AF
1988
Apexium Financial
Texas
$523K -$7.72K -205 -2%
CA
1989
Capital Advantage
California
$523K -$25.5K -677 -5%
AL
1990
Aspiriant LLC
California
$521K +$81.2K +2,154 +19%
BFIC
1991
Bedell Frazier Investment Counselling
California
$520K -$166K -4,410 -25%
KC
1992
Knuff & Co
California
$520K -$10.9K -290 -2%
SMWM
1993
Silvia McColl Wealth Management
California
$518K +$495K +13,146 New
PMA
1994
Prudent Man Advisors
Illinois
$517K +$7.88K +209 +2%
DAM
1995
Derbend Asset Management
Georgia
$512K -$38.1K -1,010 -7%
MCWS
1996
McKinley Carter Wealth Services
West Virginia
$511K -$34.4K -913 -7%
PWM
1997
PBMares Wealth Management
Virginia
$510K -$58K -1,540 -11%
LA
1998
Latitude Advisors
Florida
$510K -$38.5K -1,022 -7%
CCM
1999
Check Capital Management
California
$509K – – –
TT
2000
TI-Trust
Illinois
$508K – – –
78 79
80
81 82