We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1701
Key Financial Inc
Pennsylvania
$421K +$76.5K +311 +22%
BWA
1702
BDO Wealth Advisors
Florida
$419K +$492 +2 +0.1%
PFA
1703
Pure Financial Advisors
California
$419K +$3.2K +13 +0.8%
AA
1704
Auxano Advisors
Washington
$419K +$6.15K +25 +1%
SIC
1705
Salem Investment Counselors
North Carolina
$419K +$195K +793 +86%
BA
1706
Ballast Advisors
Minnesota
$418K – – –
BL
1707
BCWM LLC
Kansas
$418K – – –
SICM
1708
Sustainable Insight Capital Management
New York
$418K +$29.5K +120 +8%
OA
1709
Oxbow Advisors
Texas
$418K +$75K +305 +22%
ATC
1710
Adirondack Trust Company
New York
$416K – – –
CG
1711
CFO4Life Group
Texas
$416K +$17.5K +71 +4%
AWAP
1712
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$416K +$24.6K +100 +6%
CST
1713
Charles Schwab Trust
Nevada
$416K +$32.7K +133 +8%
ACM
1714
Ategra Capital Management
Virginia
$415K – – –
IWA
1715
IVC Wealth Advisors
Pennsylvania
$412K +$492 +2 +0.1%
SFA
1716
Seneca Financial Advisors
New York
$411K – – –
EP
1717
Eudaimonia Partners
Tennessee
$411K -$7.38K -30 -2%
FAM
1718
Fenimore Asset Management
New York
$411K -$4.92K -20 -1%
CPSAC
1719
Chas P. Smith & Associates (CPS)
Florida
$409K – – –
ERIM
1720
Eagle Ridge Investment Management
Connecticut
$409K – – –
ST
1721
Sageworth Trust
Pennsylvania
$409K +$312K +1,268 +309%
GA
1722
Geller Advisors
New York
$408K -$738 -3 -0.2%
MC
1723
Maverick Capital
Texas
$407K +$384K +1,561 +1,432%
FTC
1724
Farmers Trust Company
Ohio
$403K – – –
PCIA
1725
Prime Capital Investment Advisors
Kansas
$402K +$202K +823 +100%