We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1351
J.M. Forbes & Co
Massachusetts
$431K – – –
AWA
1352
AGH Wealth Advisors
Kansas
$428K +$380K +2,420 New
BLC
1353
Brown, Lisle/Cummings
Rhode Island
$426K +$25.1K +160 +7%
CAGAS
1354
Capital Advisory Group Advisory Services
Minnesota
$426K +$377K +2,405 New
PIA
1355
Perennial Investment Advisors
California
$425K -$13.8K -88 -4%
PFPT
1356
Pinnacle Financial Partners (Tennessee)
Tennessee
$425K -$65.9K -420 -15%
KSB
1357
Kennebec Savings Bank
Maine
$425K – – –
AP
1358
Adero Partners
California
$425K +$3.77K +24 +1%
EWM
1359
Edge Wealth Management
New York
$423K -$79.6K -507 -18%
BCM
1360
Bourgeon Capital Management
Connecticut
$423K +$375K +2,390 New
EBSAM
1361
Eubel Brady & Suttman Asset Management
Ohio
$423K -$3.14K -20 -0.8%
RCM
1362
RNC Capital Management
California
$423K -$183K -1,168 -33%
CRC
1363
Curi RMB Capital
Illinois
$422K -$179K -1,143 -32%
SGI
1364
Summit Global Investments
Utah
$422K +$121K +772 +48%
PP
1365
Patron Partners
Texas
$421K -$55.7K -355 -13%
GIP
1366
Greatmark Investment Partners
Georgia
$421K – – –
SP
1367
Stonebrook Private
Michigan
$420K -$1.73K -11 -0.5%
RGC
1368
Roberts, Glore & Co
Illinois
$420K +$65.9K +420 +22%
CAAS
1369
Capital Asset Advisory Services
Michigan
$418K -$10.4K -66 -3%
PTB
1370
Pioneer Trust Bank
Oregon
$416K +$62.8K +400 +21%
WFI
1371
West Family Investments
California
$416K +$369K +2,349 New
TB
1372
Terril Brothers
Missouri
$414K +$367K +2,338 New
GPA
1373
Garrison Point Advisors
California
$413K – – –
PWM
1374
Prosperity Wealth Management
California
$413K +$366K +2,334 New
TF
1375
Trek Financial
Arizona
$408K +$9.42K +60 +3%
53 54
55
56 57