We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
1676
Wilkins Investment Counsel
Massachusetts
$439K – – –
TF
1677
Trek Financial
Arizona
$439K +$30.5K +124 +7%
MA
1678
MCF Advisors
Kentucky
$439K +$107K +433 +32%
Members Trust
1679
Members Trust
Florida
$438K -$10.8K -44 -2%
M
1680
Mirova
France
$438K – – –
RIS
1681
Retirement Income Solutions
Michigan
$438K – – –
IFS
1682
Ifrah Financial Services
Arkansas
$437K -$16K -65 -3%
BP
1683
BBR Partners
New York
$436K +$4.43K +18 +1%
AG
1684
AIA Group
Hong Kong
$435K -$165K -669 -27%
BMC
1685
Benin Management Corp
Connecticut
$434K -$2.46K -10 -0.6%
IFG
1686
Independent Financial Group
California
$434K -$5.66K -23 -1%
HWA
1687
HHM Wealth Advisors
Tennessee
$433K +$5.17K +21 +1%
BWM
1688
Baystate Wealth Management
Massachusetts
$433K +$10.1K +41 +2%
ACP
1689
Aveo Capital Partners
Colorado
$433K +$80.4K +327 +23%
WA
1690
WBH Advisory
Maryland
$432K +$492 +2 +0.1%
KWA
1691
KCS Wealth Advisory
California
$430K -$246 -1 -0.1%
AWE
1692
Avidian Wealth Enterprises
Texas
$429K +$23.4K +95 +6%
ICM
1693
IMS Capital Management
Oregon
$427K -$306K -1,245 -42%
AP
1694
Advisors Preferred
Maryland
$425K -$25.8K -105 -6%
FA
1695
Financial Advisors
Massachusetts
$425K – – –
XF
1696
XML Financial
Maryland
$425K +$1.72K +7 +0.4%
TAM
1697
Trillium Asset Management
Massachusetts
$424K -$2.46K -10 -0.6%
NRS
1698
Neville Rodie & Shaw
New York
$422K – – –
RIA
1699
Realta Investment Advisors
Delaware
$421K -$105K -426 -20%
BFO
1700
Biltmore Family Office
North Carolina
$421K -$25.8K -105 -6%