We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1201
Sippican Capital Advisors
Massachusetts
$723K +$25.3K +134 +4%
BHC
1202
Bowen Hanes & Co
Florida
$723K +$94.4K +500 +17%
PCA
1203
Pallas Capital Advisors
Massachusetts
$723K +$188K +993 +40%
CFS
1204
CRA Financial Services
New Jersey
$721K +$37.8K +200 +6%
PCM
1205
Pointe Capital Management
Michigan
$720K +$9.63K +51 +2%
OFS
1206
OneAscent Financial Services
Alabama
$720K -$632K -3,346 -49%
PHIC
1207
Pine Haven Investment Counsel
Massachusetts
$719K – – –
PAM
1208
Panagora Asset Management
Massachusetts
$719K -$5.86K -31 -0.9%
PCA
1209
Prosperity Capital Advisors
Ohio
$717K -$77.1K -408 -11%
WC
1210
Wynn Capital
Georgia
$717K – – –
DP
1211
DDD Partners
Washington
$717K +$5.86K +31 +0.9%
AFM
1212
Abbot Financial Management
Massachusetts
$716K – – –
WP
1213
Westmount Partners
California
$714K +$31.9K +169 +5%
WIM
1214
WealthPlan Investment Management
Nebraska
$714K +$116K +613 +22%
CRC
1215
Curi RMB Capital
Illinois
$713K +$643K +3,402 New
SAF
1216
Smith Anglin Financial
Texas
$713K -$62.9K -333 -9%
CM
1217
Castleark Management
Illinois
$712K – – –
MHWM
1218
Montz Harcus Wealth Management
Louisiana
$712K +$1.32K +7 +0.2%
DWM
1219
Destination Wealth Management
California
$712K -$21.2K -112 -3%
WAAG
1220
Wealth Alliance Advisory Group
Kansas
$712K -$113K -600 -15%
PWMG
1221
Pinnacle Wealth Management Group
Michigan
$710K +$640K +3,387 New
FCP
1222
Fidelis Capital Partners
Florida
$709K +$186K +983 +45%
WDG
1223
Wealth Dimensions Group
Ohio
$707K -$82.4K -436 -11%
SAM
1224
Smartleaf Asset Management
Massachusetts
$703K -$62.9K -333 -9%
SWA
1225
SFMG Wealth Advisors
Texas
$703K +$74.8K +396 +13%
47 48
49
50 51