We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1301
WealthSource Partners
California
$28.7M -$1.22M -6,622 -4%
BSI
1302
Bennett Selby Investments
Maine
$28.6M -$83.5K -452 -0.3%
HA
1303
Harbor Advisors
Florida
$28.6M
AHC
1304
Anderson Hoagland & Co
Missouri
$28.6M -$4.36M -23,601 -13%
PS
1305
Principal Securities
Iowa
$28.5M +$27.3M +148,034 New
MIM
1306
Manitou Investment Management
Ontario, Canada
$28.5M -$467K -2,531 -2%
HWM
1307
Hemington Wealth Management
Virginia
$28.4M -$125K -675 -0.5%
GIP
1308
Greatmark Investment Partners
Georgia
$28.4M -$422K -2,287 -2%
WPA
1309
Winning Points Advisors
Florida
$28.4M +$326K +1,768 +1%
SFG
1310
SevenBridge Financial Group
Pennsylvania
$28.3M -$37.9K -205 -0.1%
LGWM
1311
Litman Gregory Wealth Management
California
$28.3M -$1.29M -7,006 -5%
CFG
1312
Cooper Financial Group
California
$28.3M +$761K +4,122 +3%
HCM
1313
Hilton Capital Management
New York
$28.2M -$48.7K -264 -0.2%
AT
1314
Arvest Trust
Oklahoma
$28.2M -$4.86M -26,327 -15%
CAM
1315
Centre Asset Management
New York
$28.2M -$3.04M -16,466 -10%
RCM
1316
RNC Capital Management
California
$28.1M +$299K +1,617 +1%
IB
1317
Intrust Bank
Kansas
$28.1M -$557K -3,015 -2%
FFO
1318
Fortitude Family Office
Arizona
$28.1M +$27M +146,155 New
HBT
1319
Hills Bank & Trust
Iowa
$28.1M -$380K -2,060 -1%
KFS
1320
Kurt F. Somerville
$28.1M -$551K -2,983 -2%
ACM
1321
Ardent Capital Management
Ohio
$28.1M -$47.1K -255 -0.2%
SWK
1322
Stephen W. Kidder
$28.1M -$320K -1,735 -1%
RP
1323
Rowlandmiller & Partners
Georgia
$28.1M -$422K -2,288 -2%
SIAP
1324
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28M -$619K -3,352 -2%
CGL
1325
Clarius Group LLC
Washington
$28M -$2.06M -11,176 -7%