We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1951
Caldwell Sutter Capital
California
$197K +$82.1K +395 +74%
PWMG
1952
Prestige Wealth Management Group
New Jersey
$196K -$1.45K -7 -0.8%
2L
1953
25 LLC
Missouri
$194K +$205K +985 New
WAM
1954
WFA Asset Management
Wisconsin
$193K +$41.6K +200 +28%
IRAG
1955
Investment Research & Advisory Group
Georgia
$188K – – –
CAC
1956
Core Alternative Capital
Georgia
$184K +$86.4K +416 +92%
EWM
1957
Evermay Wealth Management
Virginia
$184K +$30.5K +147 +20%
ONST
1958
Old North State Trust
North Carolina
$177K +$27.4K +132 +19%
JWM
1959
Janiczek Wealth Management
Colorado
$177K +$1.45K +7 +0.8%
MMG
1960
Monetary Management Group
Missouri
$175K +$20.8K +100 +14%
CIA
1961
Cascade Investment Advisors
Oregon
$174K +$170K +820 New
BWL
1962
Bogart Wealth LLC
Virginia
$174K -$12.1K -58 -7%
PP
1963
PrairieView Partners
Minnesota
$173K – – –
SWM
1964
Sugarloaf Wealth Management
Georgia
$171K -$35.3K -170 -17%
CFD
1965
Creative Financial Designs
Indiana
$171K -$386K -1,859 -70%
ABLA
1966
Alan B. Lancz & Associates
Ohio
$170K – – –
PP
1967
PFS Partners
New Jersey
$168K – – –
SGC
1968
Slocum, Gordon & Co
Rhode Island
$164K – – –
CBT
1969
CoreFirst Bank & Trust
Kansas
$163K -$7.06K -34 -4%
WWP
1970
WR Wealth Planners
Missouri
$160K +$121K +582 +344%
TF
1971
Tompkins Financial
New York
$156K -$15.6K -75 -9%
TFM
1972
TFC Financial Management
Massachusetts
$156K +$1.45K +7 +1%
LTI
1973
Laffer Tengler Investments
Tennessee
$153K -$10.4K -50 -6%
FMP
1974
Financial Management Professionals
Texas
$153K +$4.16K +20 +3%
BAMF
1975
BI Asset Management Fondsmaeglerselskab
Denmark
$152K +$148K +714 New
77 78
79
80 81