We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
1926
Community Bank & Trust (Waco, Texas)
Texas
$241K
OCM
1927
Osterweis Capital Management
California
$241K
IIC
1928
Ironwood Investment Counsel
Arizona
$240K
BWCS
1929
Beirne Wealth Consulting Services
Connecticut
$240K +$8.7K +18 +4%
JF
1930
JSF Financial
California
$240K +$231K +479 New
FRA
1931
Front Row Advisors
California
$238K
SIA
1932
SkyView Investment Advisors
New Jersey
$238K +$230K +476 New
CCM
1933
Cohen Capital Management
California
$236K +$966 +2 +0.4%
OPA
1934
Old Port Advisors
Maine
$236K +$20.3K +42 +9%
FNT
1935
First Nebraska Trust
Nebraska
$234K +$4.83K +10 +2%
RIL
1936
Rothschild Investment LLC
Illinois
$233K -$24.2K -50 -10%
TFA
1937
Teamwork Financial Advisors
Texas
$233K -$12.1K -25 -5%
BFO
1938
Biltmore Family Office
North Carolina
$233K
BCA
1939
Bay Colony Advisors
Massachusetts
$232K -$48.3K -100 -18%
IA
1940
IFG Advisory
Georgia
$232K +$13K +27 +6%
ACM
1941
Alpha Capital Management
Texas
$231K -$5.8K -12 -3%
EP
1942
Edgestream Partners
New Jersey
$231K +$223K +462 New
IFAM
1943
Institutional & Family Asset Management
Colorado
$230K -$7.73K -16 -3%
AB
1944
Atlas Brown
Kentucky
$230K
CAL
1945
Capital Advisors Ltd
Ohio
$230K
LAM
1946
LifePro Asset Management
California
$230K +$222K +459 New
BFS
1947
Bard Financial Services
Connecticut
$230K +$222K +460 New
SC
1948
Searle & Co
Connecticut
$229K
AC
1949
Addison Capital
Pennsylvania
$228K +$2.42K +5 +1%
SGCA
1950
Steel Grove Capital Advisors
Tennessee
$228K +$220K +455 New