We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
1251
Curbstone Financial Management Corp
New Hampshire
$581K -$115K -600 -18%
CAG
1252
Crestwood Advisors Group
Massachusetts
$579K +$7.3K +38 +1%
SCM
1253
Southport Capital Management
Tennessee
$578K -$10.8K -56 -2%
JMFC
1254
J.M. Forbes & Co
Massachusetts
$577K – – –
CCM
1255
Cox Capital Management
Massachusetts
$577K +$518K +2,696 New
BFWA
1256
Benchmark Financial Wealth Advisors
Florida
$575K +$16K +83 +3%
AIA
1257
Allied Investment Advisors
Montana
$574K +$193K +1,006 +60%
ISWM
1258
Independent Solutions Wealth Management
New York
$574K -$14.4K -75 -3%
WP
1259
WMS Partners
Maryland
$573K -$18.5K -96 -3%
NSB
1260
Norway Savings Bank
Maine
$572K -$7.5K -39 -1%
BHWM
1261
Bar Harbor Wealth Management
New Hampshire
$571K -$23.6K -123 -4%
SWM
1262
Stockman Wealth Management
Montana
$570K +$36.5K +190 +8%
SXL
1263
Summit X LLC
Missouri
$570K +$512K +2,661 New
ESB
1264
Essex Savings Bank
Connecticut
$569K -$117K -610 -19%
BWM
1265
Buckley Wealth Management
Nevada
$566K -$170K -882 -25%
CAGAS
1266
Capital Advisory Group Advisory Services
Minnesota
$566K +$386K +2,010 +318%
SWM
1267
Soundmark Wealth Management
Washington
$564K +$507K +2,637 New
FC
1268
Ferris Capital
Massachusetts
$563K +$192 +1 +0%
MCCP
1269
Mission Creek Capital Partners
California
$563K +$9.23K +48 +2%
MCA
1270
Magnolia Capital Advisors
Mississippi
$563K +$200K +1,038 +65%
FMWA
1271
Forvis Mazars Wealth Advisors
Missouri
$562K +$53.6K +279 +12%
QCG
1272
Quadrant Capital Group
Ohio
$561K -$21.7K -113 -4%
DBT
1273
Dubuque Bank & Trust
Iowa
$560K +$38.3K +199 +8%
AF
1274
Apexium Financial
Texas
$558K -$48.1K -250 -9%
SWMG
1275
Sanchez Wealth Management Group
Florida
$558K – – –
49 50
51
52 53