We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1976
Focused Wealth Management
New York
– -$237K -724 Closed
VCM
1977
Vivaldi Capital Management
Illinois
– -$216K -660 Closed
FAT
1978
First American Trust
California
– -$215K -656 Closed
EF
1979
Exeter Financial
Arizona
– -$213K -649 Closed
PP
1980
PrairieView Partners
Minnesota
– -$210K -641 Closed
PMFA
1981
Plante Moran Financial Advisors
Michigan
– -$191K -583 Closed
PGA
1982
Premia Global Advisors
Florida
– -$171K -523 Closed
CCA
1983
Clearwater Capital Advisors
Illinois
– -$164K -499 Closed
MCWS
1984
McKinley Carter Wealth Services
West Virginia
– -$163K -496 Closed
RPG
1985
Risk Paradigm Group
Texas
– -$156K -475 Closed
CAM
1986
Chandler Asset Management
California
– -$85K -260 Closed
CIM
1987
Corbyn Investment Management
Maryland
– -$70K -215 Closed
CPP
1988
Crow Point Partners
Massachusetts
– -$58K -177 Closed
EAM
1989
Exane Asset Management
France
– -$56.4K -172 Closed
SFFS
1990
Stonehage Fleming Financial Services
Jersey
– -$54K -166 Closed
HFP
1991
Holistic Financial Partners
Indiana
– -$25K -75 Closed
IIC
1992
Integrated Investment Consultants
Michigan
– -$18K -54 Closed
LWA
1993
Lowe Wealth Advisors
Maryland
– -$13K -41 Closed
HH
1994
HWG Holdings
Texas
– -$5K -16 Closed
AC
1995
Ashler Capital
Illinois
– +$344 +1 New
76 77 78 79
80