We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MSCM
1926
McElhenny Sheffield Capital Management
Texas
$562K -$35.1K -124 -6%
CBB
1927
Citizens Business Bank
California
$560K -$11.3K -40 -2%
AWF
1928
Alpha Wealth Funds
Utah
$560K
CAM
1929
Creekmur Asset Management
Illinois
$560K +$52.1K +184 +10%
CFMC
1930
Curbstone Financial Management Corp
New Hampshire
$560K -$93.5K -330 -14%
SI
1931
Saxon Interests
Texas
$558K
CFS
1932
Commonwealth Financial Services
West Virginia
$556K +$5.1K +18 +0.9%
UAML
1933
US Asset Management LLC
Pennsylvania
$556K
3F
1934
360 Financial
Minnesota
$556K +$3.4K +12 +0.6%
WAM
1935
Wakefield Asset Management
Colorado
$551K +$559K +1,974 New
SIG
1936
Sky Investment Group
Connecticut
$551K -$28.3K -100 -5%
HWA
1937
Heritage Wealth Advisors
Virginia
$551K
PCP
1938
Proficio Capital Partners
Massachusetts
$551K -$38K -134 -6%
BHPW
1939
Beverly Hills Private Wealth
California
$550K +$10.5K +37 +2%
SPL
1940
Smart Portfolios LLC
Washington
$550K -$5.67K -20 -1%
FNC
1941
First National Corp
Massachusetts
$550K -$3.97K -14 -0.7%
BFS
1942
Burkett Financial Services
South Carolina
$548K -$6.8K -24 -1%
LBWM
1943
Left Brain Wealth Management
Illinois
$548K -$49.9K -176 -8%
DWM
1944
Destination Wealth Management
California
$546K +$168K +593 +43%
GSWM
1945
Golden State Wealth Management
California
$546K +$5.95K +21 +1%
IA
1946
Insight Advisors
Pennsylvania
$543K +$283 +1 +0.1%
RIM
1947
RW Investment Management
Idaho
$541K +$3.4K +12 +0.6%
LWMM
1948
Legacy Wealth Management (Mississippi)
Mississippi
$541K
TW
1949
TritonPoint Wealth
Maryland
$540K +$30K +106 +6%
FTC
1950
Farmers Trust Company
Ohio
$540K -$21K -74 -4%