We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
701
Whalen Wealth Management
Nevada
– -$225K -3,905 Closed
EIP
702
Epoch Investment Partners
New York
– -$221K -3,838 Closed
EWA
703
Exencial Wealth Advisors
Oklahoma
– -$217K -3,756 Closed
KP
704
Keel Point
Alabama
– -$215K -3,719 Closed
SMA
705
Seven Mile Advisory
New Jersey
– -$210K -3,639 Closed
RJT
706
Raymond James Trust
Florida
– -$208K -3,606 Closed
CCM
707
Cohen Capital Management
California
– -$205K -3,552 Closed
LNC
708
Lincoln National Corp
Pennsylvania
– -$203K -3,521 Closed
DWA
709
Douglass Winthrop Advisors
New York
– -$202K -3,500 Closed
IWA
710
Icon Wealth Advisors
Texas
– -$132K -2,290 Closed
AIM
711
Anchor Investment Management
South Carolina
– -$57.7K -1,000 Closed
FMII
712
Farmers & Merchants Investments Inc
Nebraska
– -$44.8K -777 Closed
FFWA
713
FRG Family Wealth Advisors
Washington
– -$38.6K -700 Closed
HT
714
Headlands Technologies
Illinois
– -$35.1K -608 Closed
PAI
715
Pittenger & Anderson Inc
Nebraska
– -$34.6K -600 Closed
WAM
716
WFA Asset Management
Wisconsin
– -$31.2K -540 Closed
CA
717
CoreCap Advisors
Michigan
– -$23.9K -414 Closed
CBT
718
CoreFirst Bank & Trust
Kansas
– -$17.3K -300 Closed
BAM
719
Bellevue Asset Management
Washington
– -$17.1K -297 Closed
PO
720
Private Ocean
California
– -$14.7K -255 Closed
IPW
721
Impact Partnership Wealth
Georgia
– -$13K -225 Closed
EC
722
EntryPoint Capital
New York
– -$12.4K -215 Closed
TCM
723
TruNorth Capital Management
Michigan
– -$8.77K -152 Closed
VL
724
Vima LLC
Michigan
– -$5.8K -100 Closed
PCWA
725
Pacific Capital Wealth Advisors
California
– -$2.77K -48 Closed