We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1901
Copperwynd Financial
Arizona
$508K +$30.5K +289 +6%
CG
1902
Clifford Group
Massachusetts
$505K +$35.2K +333 +7%
EFG
1903
Everhart Financial Group
Ohio
$504K -$50.2K -475 -9%
RSA
1904
River Street Advisors
Illinois
$504K -$50.3K -476 -9%
BIC
1905
Beach Investment Counsel
Pennsylvania
$503K
HFS
1906
Heritage Financial Services
Massachusetts
$503K -$11.6K -110 -2%
HCA
1907
Heck Capital Advisors
Wisconsin
$503K +$19K +180 +4%
FMTCOCP
1908
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$499K
NF
1909
Nvest Financial
New Hampshire
$499K +$30.4K +288 +6%
SAF
1910
Smith Anglin Financial
Texas
$497K +$25.6K +242 +5%
IUHSA
1911
Itau Unibanco Holding S.A.
Brazil
$497K +$51.4K +487 +11%
AFC
1912
AFT Forsyth & Company
Florida
$497K
BFA
1913
BMS Financial Advisors
South Dakota
$497K +$17.2K +163 +3%
SMWM
1914
Silvia McColl Wealth Management
California
$496K +$8.24K +78 +2%
BFPW
1915
BOK Financial Private Wealth
Colorado
$496K +$1.69K +16 +0.3%
SAA
1916
Southeast Asset Advisors
Georgia
$495K +$169K +1,604 +49%
WCA
1917
Waypoint Capital Advisors
Minnesota
$495K -$3.17K -30 -0.6%
CCA
1918
Column Capital Advisors
Indiana
$495K +$26.4K +250 +5%
MCM
1919
Marathon Capital Management
Maryland
$495K
HR
1920
Howe & Rusling
New York
$495K -$2.85K -27 -0.5%
IAMOG
1921
Investors Asset Management of Georgia
Georgia
$495K
GIM
1922
Goelzer Investment Management
Indiana
$495K
CSB
1923
City State Bank
Iowa
$494K -$19K -180 -4%
GLA
1924
Good Life Advisors
Pennsylvania
$494K +$8.55K +81 +2%
MFC
1925
Mechanics Financial Corp
Ohio
$494K