We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1826
Kaizen Advisory
Illinois
$450K +$424K +7,700 New
MIM
1827
MPI Investment Management
Illinois
$448K +$421K +7,660 New
KM
1828
Kalos Management
Georgia
$444K +$131K +2,380 +49%
PT
1829
Plimoth Trust
Massachusetts
$444K +$418K +7,600 New
BHBT
1830
Burke & Herbert Bank & Trust
Virginia
$443K
GAM
1831
Gemmer Asset Management
California
$443K +$132K +2,400 +46%
GIM
1832
Goelzer Investment Management
Indiana
$442K -$17.6K -320 -4%
CIP
1833
Capital Insight Partners
Arizona
$441K +$7.7K +140 +2%
SIA
1834
SeaBridge Investment Advisors
New Jersey
$441K +$110K +2,000 +36%
MIS
1835
Morningstar Investment Services
Illinois
$440K +$9.9K +180 +2%
AW
1836
Alpha Windward
Massachusetts
$439K -$23.1K -420 -5%
BHTS
1837
Bar Harbor Trust Services
Maine
$439K
SWK
1838
Stephen W. Kidder
$439K
BCM
1839
Boltwood Capital Management
California
$438K
CC
1840
Cedar Capital
Illinois
$436K +$91.3K +1,660 +29%
CMP
1841
Courage Miller Partners
Virginia
$435K -$1.1K -20 -0.3%
CHP
1842
Cable Hill Partners
Oregon
$433K +$57.2K +1,040 +17%
EWA
1843
Exencial Wealth Advisors
Oklahoma
$432K -$86.9K -1,580 -18%
PWMAG
1844
Pinnacle Wealth Management Advisory Group
New Jersey
$432K +$22K +400 +6%
WA
1845
WealthTrust-Arizona
Arizona
$429K +$143K +2,600 +55%
MF
1846
Magnetar Financial
Illinois
$428K -$143K -2,600 -26%
JIP
1847
Jaffetilchin Investment Partners
Florida
$427K -$97.9K -1,780 -20%
FAG
1848
Financial Advisory Group
Texas
$427K +$402K +7,300 New
SAM
1849
Seelaus Asset Management
New Jersey
$427K +$402K +7,300 New
HTHT
1850
Hemenway Trust Hemenway Trust
New Hampshire
$424K +$44K +800 +12%