We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
2026
Carmichael Hill & Associates
Maryland
$1.04M -$132K -1,420 -11%
HFS
2027
Howard Financial Services
Texas
$1.04M
HWA
2028
Heritage Wealth Advisors
Virginia
$1.04M -$215K -2,320 -16%
CAM
2029
Concorde Asset Management
Michigan
$1.03M -$334K -3,600 -23%
BC
2030
Breakline Capital
New York
$1.03M -$5.21M -56,160 -83%
BIA
2031
BHK Investment Advisors
Alabama
$1.03M -$362K -3,900 -25%
BAMF
2032
BI Asset Management Fondsmaeglerselskab
Denmark
$1.03M -$87.2K -940 -7%
NAM
2033
NTV Asset Management
West Virginia
$1.03M +$64.9K +700 +6%
BWCS
2034
Beirne Wealth Consulting Services
Connecticut
$1.03M +$96.4K +1,040 +10%
FC
2035
Ferris Capital
Massachusetts
$1.03M +$3.71K +40 +0.3%
PI
2036
Pettee Investors
Connecticut
$1.03M +$64.9K +700 +6%
UBV
2037
United Bank (Virginia)
Virginia
$1.02M +$74.2K +800 +7%
SBA
2038
Secrest Blakey & Associates
North Carolina
$1.02M -$182K -1,960 -14%
NED
2039
Nancy E. Dempze
$1.02M +$68.6K +740 +7%
CPSAC
2040
Chas P. Smith & Associates (CPS)
Florida
$1M -$27.8K -300 -3%
IFAM
2041
Institutional & Family Asset Management
Colorado
$1M -$454K -4,900 -30%
JWM
2042
JGP Wealth Management
Oregon
$1M +$94.6K +1,020 +10%
MHIC
2043
Marble Harbor Investment Counsel
Massachusetts
$998K -$18.5K -200 -2%
ODG
2044
O'Dell Group
Ohio
$998K +$24.1K +260 +2%
CRIG
2045
Charter Research & Investment Group
Connecticut
$996K -$408K -4,400 -28%
SSW
2046
Smith Shellnut Wilson
Mississippi
$996K -$16.7K -180 -2%
AAP
2047
Arax Advisory Partners
Colorado
$989K +$13K +140 +1%
RI
2048
Ridgewood Investments
New Jersey
$988K +$63.1K +680 +6%
CIC
2049
Cornercap Investment Counsel
Georgia
$986K +$115K +1,240 +12%
VIA
2050
Vident Investment Advisory
Georgia
$982K -$189K -2,040 -15%