We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
1026
Beese Fulmer Investment Management
Ohio
$291K
CPC
1027
Consolidated Planning Corp
Georgia
$289K +$12.3K +153 +5%
RG
1028
Renaissance Group
Kentucky
$288K -$50K -620 -15%
RWM
1029
Revisor Wealth Management
Ohio
$286K -$92.7K -1,150 -25%
BFA
1030
Beaumont Financial Advisors
Massachusetts
$286K +$2.26K +28 +0.8%
EWM
1031
Executive Wealth Management
Michigan
$285K +$4.67K +58 +2%
CSS
1032
Cubist Systematic Strategies
Connecticut
$285K +$278K +3,452 New
CCP
1033
Carmel Capital Partners
California
$284K +$1.69K +21 +0.6%
EFS
1034
Essex Financial Services
Connecticut
$281K -$41.4K -514 -13%
CAL
1035
Capital Analysts LLC
Pennsylvania
$281K -$8.95K -111 -3%
LFA
1036
Laraway Financial Advisors
Minnesota
$281K
SFWA
1037
Summit Financial Wealth Advisors
Louisiana
$280K
FCI
1038
Financial Counselors Inc
Kansas
$279K +$273K +3,387 New
WW
1039
Waterfront Wealth
Kansas
$279K
FHA
1040
Flagship Harbor Advisors
Massachusetts
$277K -$10.9K -135 -4%
TA
1041
TFG Advisers
Michigan
$277K +$5.88K +73 +2%
PA
1042
Procyon Advisors
Connecticut
$276K +$23.9K +296 +10%
FMB
1043
Field & Main Bank
Kentucky
$276K
DA
1044
Dillon & Associates
Michigan
$274K
ERIC
1045
Eagle Rock Investment Company
Georgia
$274K
HB
1046
HTLF Bank
Colorado
$274K +$268K +3,321 New
PCS
1047
Personal CFO Solutions
New Jersey
$274K +$1.29K +16 +0.5%
AAS
1048
Ameritas Advisory Services
Nebraska
$273K +$16.1K +200 +6%
DA
1049
Duality Advisers
Florida
$272K +$266K +3,300 New
UBV
1050
United Bank (Virginia)
Virginia
$270K -$44.4K -551 -14%