We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1926
Osterweis Capital Management
California
$171K +$38.4K +187 +27%
IRAG
1927
Investment Research & Advisory Group
Georgia
$171K – – –
TF
1928
Tompkins Financial
New York
$171K +$22.6K +110 +14%
PWMG
1929
Prestige Wealth Management Group
New Jersey
$170K -$205 -1 -0.1%
SAM
1930
Smartleaf Asset Management
Massachusetts
$170K +$149K +723 +449%
TIM
1931
Tortoise Investment Management
New York
$169K – – –
PP
1932
Paloma Partners
Connecticut
$167K -$1.26M -6,137 -88%
EWM
1933
Evermay Wealth Management
Virginia
$161K +$1.03K +5 +0.6%
NCM
1934
Northwest Capital Management
Oregon
$160K – – –
ATC
1935
Advantage Trust Company
Kansas
$157K – – –
SA
1936
Scarborough Advisors
Maryland
$155K +$2.06K +10 +1%
RA
1937
Rise Advisors
New York
$153K +$63.3K +308 +64%
CFO
1938
CVA Family Office
Colorado
$152K -$1.44K -7 -0.9%
GFL
1939
Granite FO LLC
New Hampshire
$151K -$84.5K -411 -32%
PB
1940
Pinnacle Bancorp
Nebraska
$149K +$63.5K +309 +67%
ECM
1941
Elgethun Capital Management
South Dakota
$145K -$822 -4 -0.5%
TFM
1942
TFC Financial Management
Massachusetts
$143K +$822 +4 +0.5%
FCT
1943
First Community Trust
Iowa
$143K -$51.4K -250 -25%
LTI
1944
Laffer Tengler Investments
Tennessee
$140K +$822 +4 +0.6%
CFS
1945
CGC Financial Services
Oregon
$139K – – –
LI
1946
LRI Investments
Florida
$138K +$147K +715 New
PP
1947
PFS Partners
New Jersey
$137K +$3.49K +17 +2%
BC
1948
Barrett & Company
Rhode Island
$136K -$519K -2,525 -78%
CIC
1949
Concord Investment Counsel
California
$135K +$143K +697 New
AEPWM
1950
Atlantic Edge Private Wealth Management
Florida
$132K +$50.1K +244 +55%
76 77
78
79 80