We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
726
Howard Capital Management
Georgia
$204K +$190K +1,161 New
MO
727
McMillan Office
Michigan
$202K +$188K +1,150 New
GS
728
GTS Securities
Florida
$202K -$359K -2,195 -66%
BCM
729
Boltwood Capital Management
California
$201K +$186K +1,141 New
VCM
730
Versant Capital Management
Arizona
$187K +$27.6K +169 +19%
CIA
731
Cladis Investment Advisory
Montana
$183K +$170K +1,040 New
PWPS
732
Pinnacle Wealth Planning Services
Ohio
$180K +$167K +1,020 New
HB
733
Horizon Bancorp
Indiana
$173K -$7.35K -45 -4%
SPIA
734
Steward Partners Investment Advisory
New York
$166K -$2.78K -17 -2%
POIA
735
Pin Oak Investment Advisors
Texas
$165K – – –
MWM
736
Mascoma Wealth Management
New Hampshire
$163K – – –
NIM
737
Nexus Investment Management
Ontario, Canada
$162K – – –
APW
738
Acima Private Wealth
Virginia
$161K – – –
LB
739
Legacy Bridge
Iowa
$160K +$4.9K +30 +3%
MCM
740
Manchester Capital Management
Vermont
$159K +$4.25K +26 +3%
BC
741
Bayforest Capital
United Kingdom
$156K +$74.8K +458 +107%
WSFS
742
Wilmington Savings Fund Society
Delaware
$153K – – –
EB
743
Eastern Bank
Massachusetts
$151K – – –
BTI
744
Blue Trust Inc
Georgia
$148K -$59.1K -362 -30%
SI
745
Sava Infond
Slovenia
$145K – – –
SM
746
STF Management
Texas
$141K -$118K -721 -47%
CB
747
Centennial Bank
Arkansas
$141K – – –
WT
748
Whittier Trust
California
$140K -$67K -410 -35%
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$134K +$5.55K +34 +5%
JWM
750
Jessup Wealth Management
Ohio
$128K +$119K +727 New