We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1751
Center for Financial Planning
Michigan
$354K +$5.95K +24 +2%
OWP
1752
Obermeyer Wealth Partners
Colorado
$353K -$74.3K -300 -18%
KPW
1753
Kore Private Wealth
New York
$353K +$30.7K +124 +10%
PHAM
1754
Palisades Hudson Asset Management
Florida
$352K
KWM
1755
Keebeck Wealth Management
Illinois
$350K +$5.2K +21 +2%
HFS
1756
Howard Financial Services
Texas
$350K +$24.8K +100 +8%
KFI
1757
Key Financial Inc
Pennsylvania
$349K
MWPCG
1758
Measured Wealth Private Client Group
New Hampshire
$349K +$98.4K +397 +41%
HWA
1759
HHM Wealth Advisors
Tennessee
$349K +$133K +535 +64%
TFCP
1760
Twin Focus Capital Partners
Massachusetts
$347K +$21.1K +85 +7%
CNB
1761
Camden National Bank
Maine
$347K +$86.2K +348 +34%
EIA
1762
Edgemoor Investment Advisors
Maryland
$346K
PO
1763
Private Ocean
California
$346K +$13.6K +55 +4%
APC
1764
Aspire Private Capital
North Carolina
$345K +$34.9K +141 +12%
SRC
1765
Stone Run Capital
New York
$343K
KPWG
1766
KFA Private Wealth Group
Virginia
$343K +$40.4K +163 +14%
KFC
1767
Klingenstein Fields & Co
New York
$340K -$19.3K -78 -6%
SRCM
1768
Swift Run Capital Management
Virginia
$339K
BEC
1769
Blue Edge Capital
Virginia
$339K
CCA
1770
Conestoga Capital Advisors
Pennsylvania
$338K
LWA
1771
Lineweaver Wealth Advisors
Ohio
$338K +$63.9K +258 +24%
TIA
1772
Traphagen Investment Advisors
New Jersey
$337K +$79.8K +322 +32%
HA
1773
Harfst & Associates
Wyoming
$336K +$11.6K +47 +4%
BFIM
1774
Beese Fulmer Investment Management
Ohio
$334K -$61.9K -250 -16%
ECM
1775
EagleClaw Capital Management
Massachusetts
$334K