We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
2051
EARNEST Partners
Georgia
$220K +$207K +3,760 New
HWM
2052
Highwater Wealth Management
Colorado
$220K +$207K +3,760 New
BWL
2053
Bogart Wealth LLC
Virginia
$219K +$40.7K +740 +25%
CA
2054
Crewe Advisors
Utah
$219K +$206K +3,740 New
SCA
2055
Sippican Capital Advisors
Massachusetts
$219K +$206K +3,740 New
CLM
2056
ClearBridge LLC (Maryland)
Maryland
$218K
FFG
2057
Ford Financial Group
California
$218K +$193K +3,500 New
SSW
2058
Smith Shellnut Wilson
Mississippi
$216K +$204K +3,700 New
FBT
2059
First Bankers Trust
Kentucky
$213K +$200K +3,640 New
SFSG
2060
Stearns Financial Services Group
North Carolina
$213K +$200K +3,640 New
TFF
2061
The Family Firm
Maryland
$212K +$199K +3,620 New
NAMP
2062
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$211K +$198K +3,600 New
SCM
2063
Sterneck Capital Management
Missouri
$211K +$198K +3,600 New
SFWA
2064
Summit Financial Wealth Advisors
Louisiana
$209K +$197K +3,580 New
CCM
2065
Colorado Capital Management
Colorado
$208K +$196K +3,560 New
FPB
2066
First PREMIER Bank
South Dakota
$206K
HBT
2067
Hills Bank & Trust
Iowa
$206K +$194K +3,520 New
TSWM
2068
Triangle Securities Wealth Management
North Carolina
$206K +$194K +3,520 New
SMFG
2069
Sumitomo Mitsui Financial Group
Japan
$204K +$189K +3,440 New
PCMK
2070
Paragon Capital Management (Kansas)
Kansas
$202K -$66K -1,200 -26%
AIM
2071
AMI Investment Management
Indiana
$202K +$190K +3,460 New
JA
2072
JOYN Advisors
Georgia
$202K +$190K +3,460 New
VIMU
2073
Veritas Investment Management (UK)
United Kingdom
$196K
AIS
2074
AlphaOne Investment Services
Pennsylvania
$196K +$185K +3,360 New
MPPLM
2075
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$196K +$185K +3,360 New