We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1401
Wells Trecaso Financial Group
Ohio
$445K -$9.85K -50 -2%
RIS
1402
Retirement Income Solutions
Michigan
$439K -$9.66K -49 -2%
EWG
1403
Executive Wealth Group
Washington
$439K – – –
BIA
1404
BHK Investment Advisors
Alabama
$438K +$56.4K +286 +16%
AA
1405
Apriem Advisors
California
$436K – – –
PP
1406
PagnatoKarp Partners
Virginia
$436K +$4.93K +25 +1%
EMG
1407
Ellington Management Group
Connecticut
$435K +$414K +2,100 New
NFG
1408
Nations Financial Group
Iowa
$434K -$2.56K -13 -0.6%
BHIA
1409
Birch Hill Investment Advisors
Massachusetts
$433K -$14.8K -75 -3%
IAMOG
1410
Investors Asset Management of Georgia
Georgia
$433K – – –
CBA
1411
Coastal Bridge Advisors
Connecticut
$429K +$98.5K +500 +32%
RW
1412
Rand Wealth
Maryland
$427K – – –
MCWS
1413
McKinley Carter Wealth Services
West Virginia
$426K -$51.2K -260 -11%
EWM
1414
Evermay Wealth Management
Virginia
$425K – – –
CAM
1415
Cubic Asset Management
Massachusetts
$424K – – –
CTA
1416
Colonial Trust Advisors
South Carolina
$423K – – –
BL
1417
BCWM LLC
Kansas
$420K – – –
PCM
1418
Penserra Capital Management
California
$419K +$29.6K +150 +8%
SFWA
1419
Summit Financial Wealth Advisors
Louisiana
$418K +$422K +2,142 New
HCM
1420
Howland Capital Management
Massachusetts
$417K -$591 -3 -0.1%
FFBTD
1421
First Financial Bank - Trust Division
Ohio
$416K -$18.3K -93 -4%
HCC
1422
Hirtle Callaghan & Co
Pennsylvania
$415K – – –
TL
1423
TrueWealth LLC
Georgia
$415K +$14.2K +72 +4%
PAM
1424
Paradigm Asset Management
New York
$415K -$39.4K -200 -9%
CCA
1425
Clearwater Capital Advisors
Illinois
$414K -$57K -289 -13%