We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1351
Winfield Associates
Ohio
$848K -$86.4K -250 -9%
LIM
1352
Leavell Investment Management
Alabama
$845K – – –
SAM
1353
Sandbar Asset Management
United Kingdom
$845K +$905K +2,621 New
CAAS
1354
Capital Asset Advisory Services
Michigan
$844K -$22.5K -65 -2%
SFSG
1355
Stearns Financial Services Group
North Carolina
$843K +$42.5K +123 +5%
LWM
1356
Lyons Wealth Management
Florida
$836K -$57.7K -167 -6%
HW
1357
Hedeker Wealth
Illinois
$836K – – –
SRC
1358
Shufro Rose & Co
New York
$835K +$69.1K +200 +8%
MWM
1359
Modera Wealth Management
New Jersey
$831K -$2.42K -7 -0.3%
ZCI
1360
Zevenbergen Capital Investments
Washington
$830K +$34.5K +100 +4%
TFS
1361
TrustCore Financial Services
Tennessee
$826K -$219K -634 -20%
CPO
1362
Cerity Partners OCIO
New York
$825K -$104K -302 -11%
BPCA
1363
Bank Pictet & Cie (Asia)
Singapore
$825K – – –
GCM
1364
Gables Capital Management
Florida
$822K +$311K +900 +55%
OIA
1365
OneDigital Investment Advisors
Kansas
$820K -$84.6K -245 -9%
LC
1366
Lourd Capital
California
$819K +$691 +2 +0.1%
HT
1367
Heritage Trust
Oklahoma
$813K +$53.5K +155 +7%
STMM
1368
South Texas Money Management
Texas
$810K -$111K -322 -11%
CP
1369
Coho Partners
Pennsylvania
$810K – – –
EAM
1370
Evanson Asset Management
California
$809K -$98.5K -285 -10%
CA
1371
Cornerstone Advisory
Maryland
$809K +$69.1K +200 +9%
FPA
1372
First Pacific Advisors
California
$806K – – –
SBWM
1373
Sunflower Bank Wealth Management
Arizona
$804K -$22.5K -65 -3%
GFS
1374
GYL Financial Synergies
Connecticut
$804K +$861K +2,493 New
BP
1375
Ballentine Partners
Massachusetts
$803K -$111K -321 -11%
53 54
55
56 57