We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1051
CRA Financial Services
New Jersey
$26.7M +$969K +6,783 +3%
LWM
1052
Laidlaw Wealth Management
New York
$26.7M -$821K -5,747 -3%
KFGK
1053
Keystone Financial Group (Kentucky)
Kentucky
$26.7M -$1.13M -7,915 -4%
JWM
1054
JGP Wealth Management
Oregon
$26.7M +$1.29K +9 +0%
AWM
1055
Avitas Wealth Management
California
$26.7M +$5.73M +40,091 +24%
LF
1056
Lannebo Fonder
Sweden
$26.6M -$2.14M -15,000 -7%
DP
1057
Dundas Partners
United Kingdom
$26.6M +$499K +3,489 +2%
GAG
1058
GM Advisory Group
New York
$26.6M -$85.5K -598 -0.3%
HCM
1059
Hilton Capital Management
New York
$26.6M
GAM
1060
Griffin Asset Management
New York
$26.6M +$268K +1,876 +0.9%
RP
1061
Rice Partnership
Hawaii
$26.5M -$1.17M -8,172 -4%
VWA
1062
V Wealth Advisors
Kansas
$26.4M +$2.16M +15,094 +8%
CCM
1063
Compton Capital Management
Rhode Island
$26.4M -$5.73M -40,067 -16%
SWA
1064
SFMG Wealth Advisors
Texas
$26.4M -$375K -2,622 -1%
GC
1065
GFG Capital
Florida
$26.3M -$1.98M -13,876 -12%
TGAM
1066
TBH Global Asset Management
Tennessee
$26.3M +$1.95M +13,661 +7%
EWM
1067
Edge Wealth Management
New York
$26.3M -$3.32M -23,211 -10%
CA
1068
Callahan Advisors
Texas
$26.2M -$375K -2,624 -1%
NAMP
1069
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$26.2M -$234K -1,638 -0.8%
RT
1070
Rockland Trust
Massachusetts
$26.2M -$148K -1,039 -0.5%
CCM
1071
Condor Capital Management
New Jersey
$26.1M +$1.34M +9,370 +5%
ESBC
1072
E.S. Barr & Co
Kentucky
$26.1M -$355K -2,485 -1%
PIM
1073
Progressive Investment Management
Oregon
$26.1M +$250K +1,752 +0.9%
FAT
1074
First American Trust
California
$26.1M +$951K +6,653 +3%
KLWA
1075
Kelly Lawrence W & Associates
California
$26M -$1.06M -7,402 -4%