We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
951
WealthSource Partners
California
$697K -$72.1K -423 -9%
CWA
952
Clarus Wealth Advisors
Arizona
$696K +$193K +1,132 +35%
PIM
953
Penobscot Investment Management
Massachusetts
$693K -$98.2K -576 -12%
MFG
954
Merit Financial Group
Georgia
$693K +$168K +987 +31%
EFSCE
955
Enterprise Financial Services Corp (EFSC)
Missouri
$691K -$24.5K -144 -3%
CHA
956
Carmichael Hill & Associates
Maryland
$691K +$34.1K +200 +5%
FAG
957
Financial Advisory Group
Texas
$689K -$17K -100 -2%
BHA
958
Beech Hill Advisors
New York
$689K – – –
CMI
959
Clare Market Investments
Texas
$689K -$4.26K -25 -0.6%
XWM
960
Xcel Wealth Management
Florida
$688K +$157K +921 +28%
PFGIA
961
Patriot Financial Group Insurance Agency
Massachusetts
$687K -$122K -716 -15%
BPM
962
Bowling Portfolio Management
Ohio
$687K -$20.6K -121 -3%
HB
963
Homrich & Berg
Georgia
$686K -$27.9K -164 -4%
T
964
TRUADVICE
Florida
$686K +$710K +4,165 New
BOS
965
Bingham Osborn & Scarborough
California
$684K +$7.16K +42 +1%
SBWM
966
Sunflower Bank Wealth Management
Arizona
$684K +$25.6K +150 +4%
EWM
967
Elite Wealth Management
Washington
$682K +$117K +689 +20%
BP
968
Ballentine Partners
Massachusetts
$678K +$61.2K +359 +10%
SEC
969
Seven Eight Capital
New York
$678K +$699K +4,100 New
LWM
970
Loveless Wealth Management
Montana
$675K -$46.9K -275 -6%
BWM
971
BerganKDV Wealth Management
Minnesota
$675K +$12.1K +71 +2%
PFA
972
Pure Financial Advisors
California
$672K -$170 -1 -0%
MFG
973
Monte Financial Group
Connecticut
$671K -$755K -4,432 -52%
CHAM
974
Clear Harbor Asset Management
Connecticut
$671K – – –
AF
975
Allworth Financial
California
$670K -$108K -631 -13%
37 38
39
40 41