We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2176
Baystate Wealth Management
Massachusetts
$1.13M -$184K -2,080 -15%
HWA
2177
Heritage Wealth Advisors
Virginia
$1.13M +$19.5K +220 +2%
SIC
2178
Samalin Investment Counsel
New York
$1.13M +$1.08M +12,180 New
AC
2179
Aristides Capital
Kentucky
$1.12M +$1.08M +12,160 New
MFW
2180
Mosaic Family Wealth
Missouri
$1.12M -$65.5K -740 -6%
FCM
2181
Firestone Capital Management
Florida
$1.12M +$1.07M +12,140 New
SBWM
2182
Sunflower Bank Wealth Management
Arizona
$1.12M
TI
2183
Truepoint Inc
Ohio
$1.11M +$5.31K +60 +0.5%
LSC
2184
Lyon Street Capital
California
$1.11M
GHA
2185
GW Henssler & Associates
Georgia
$1.11M -$23K -260 -2%
AF
2186
Apexium Financial
Texas
$1.11M +$1.06M +12,000 New
SCM
2187
Snow Capital Management
Pennsylvania
$1.11M +$1.06M +12,000 New
IFLIT
2188
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.11M
IWAG
2189
Integer Wealth Advisors Group
Georgia
$1.1M +$954K +10,780 New
CRIG
2190
Charter Research & Investment Group
Connecticut
$1.1M +$40.7K +460 +4%
MFG
2191
MidWestOne Financial Group
Iowa
$1.1M +$657K +7,420 +166%
VIM
2192
Veritas Investment Management
United Kingdom
$1.1M +$513K +5,800 +95%
MC
2193
Miles Capital
Iowa
$1.1M -$301K -3,400 -22%
BCM
2194
Brasada Capital Management
Texas
$1.1M +$126K +1,420 +14%
LF
2195
LifeSteps Financial
California
$1.1M +$1.05M +11,860 New
ODG
2196
O'Dell Group
Ohio
$1.09M +$30.1K +340 +3%
IIC
2197
Integrated Investment Consultants
Michigan
$1.09M +$535K +6,040 +104%
WMA
2198
Wealth Management Associates
New Jersey
$1.09M +$49.6K +560 +5%
TCBWMS
2199
Texas Capital Bank Wealth Management Services
Texas
$1.09M +$1.04M +11,760 New
IFAM
2200
Institutional & Family Asset Management
Colorado
$1.08M +$15.9K +180 +2%