We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2101
N.E.W. Advisory Services
Wisconsin
$13M +$336K +1,822 +3%
BIP
2102
Blueprint Investment Partners
North Carolina
$13M +$3.91M +21,198 +46%
M2MC
2103
Matthew 25 Management Corp
Pennsylvania
$13M -$462K -2,500 -4%
FWM
2104
Fairhaven Wealth Management
Illinois
$13M -$691K -3,742 -5%
JFL
2105
Jarislowsky, Fraser Ltd
Quebec, Canada
$13M +$1.13M +6,114 +10%
TIP
2106
Torray Investment Partners
Maryland
$13M +$332K +1,796 +3%
HCM
2107
Highlander Capital Management
New Jersey
$13M -$163K -885 -1%
CCM
2108
Consolidated Capital Management
California
$12.9M -$1.99M -10,763 -14%
WA
2109
WBH Advisory
Maryland
$12.9M -$151K -817 -1%
CWA
2110
Consilium Wealth Advisory
Texas
$12.9M -$122K -659 -1%
OSNBOA
2111
Old Second National Bank of Aurora
Illinois
$12.9M -$515K -2,789 -4%
AC
2112
AlphaCore Capital
California
$12.9M -$13.3K -72 -0.1%
MCM
2113
Monarch Capital Management
Indiana
$12.9M -$460K -2,492 -4%
FDP
2114
Financiere des Professionnels
Quebec, Canada
$12.9M +$101K +548 +0.8%
FCA
2115
Fortis Capital Advisors
Kansas
$12.9M +$771K +4,178 +7%
JJBC
2116
James J. Burns & Company
New York
$12.9M -$841K -4,554 -6%
HWM
2117
Horizon Wealth Management
Illinois
$12.9M +$294K +1,591 +2%
IB
2118
Iyo Bank
Japan
$12.8M
FF
2119
Farrow Financial
Vermont
$12.8M +$12.3M +66,664 New
FWM
2120
Finer Wealth Management
Massachusetts
$12.8M +$105K +566 +0.9%
EIM
2121
Ervin Investment Management
Washington
$12.8M -$144K -780 -1%
CBA
2122
Coastal Bridge Advisors
Connecticut
$12.8M +$121K +655 +1%
KIG
2123
Kennedy Investment Group
New Jersey
$12.8M +$173K +935 +1%
AT
2124
Arlington Trust
Alabama
$12.8M +$12.3M +66,423 New
CIA
2125
Cladis Investment Advisory
Montana
$12.8M +$39.7K +215 +0.3%