We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAA
2701
Southeast Asset Advisors
Georgia
$585K +$215K +2,220 +59%
CB
2702
Cadence Bank
Mississippi
$583K +$44.5K +460 +8%
SIA
2703
SeaBridge Investment Advisors
New Jersey
$583K +$48.4K +500 +9%
VDI
2704
Vaughan David Investments
Illinois
$581K +$58.1K +600 +11%
FTI
2705
Fiduciary Trust International
Massachusetts
$577K -$703K -7,260 -55%
AWM
2706
AllSquare Wealth Management
New York
$573K -$17.4K -180 -3%
WRM
2707
Weybosset Research & Management
Rhode Island
$573K
WAM
2708
Winslow Asset Management
Ohio
$569K
PAM
2709
Paradigm Asset Management
New York
$565K
KCM
2710
Kanawha Capital Management
Virginia
$565K -$385K -3,980 -41%
ST
2711
Sentinel Trust
Texas
$565K +$79.4K +820 +16%
OFS
2712
Orrstown Financial Services
Pennsylvania
$564K +$559K +5,780 New
CFA
2713
Camarda Financial Advisors
Florida
$562K +$197K +2,040 +55%
GL
2714
Graypoint LLC
New York
$561K +$557K +5,760 New
HCA
2715
Heck Capital Advisors
Wisconsin
$560K +$137K +1,420 +33%
WIM
2716
Westside Investment Management
California
$559K +$7.88M +81,380 New
CVM
2717
Cheviot Value Management
California
$558K -$19.4K -200 -3%
NCM
2718
Next Capital Management
New York
$558K +$44.5K +460 +9%
IAA
2719
Ironsides Asset Advisors
North Carolina
$558K +$554K +5,720 New
PWS
2720
Private Wealth Strategies
Ohio
$553K +$29K +300 +6%
PWM
2721
PBMares Wealth Management
Virginia
$552K +$7.74K +80 +1%
PG
2722
Patten Group
Tennessee
$552K +$75.5K +780 +16%
BOC
2723
Barbara Oil Co
Illinois
$552K +$161K +1,660 +42%
PSF
2724
Pacific Sun Financial
California
$550K +$7.74K +80 +1%
IMOV
2725
Investment Management of Virginia
Virginia
$549K +$546K +5,640 New