We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1801
White Pine Capital
Minnesota
$879K +$213K +795 +33%
BWA
1802
Blodgett Wealth Advisors
California
$876K +$53.5K +200 +7%
LOIM
1803
Liberty One Investment Management
Illinois
$876K +$12.3K +46 +1%
EFS
1804
Essex Financial Services
Connecticut
$872K +$18.2K +68 +2%
CH
1805
Cromwell Holdings
Wyoming
$871K – – –
3IP
1806
3Chopt Investment Partners
Virginia
$870K +$245K +917 +40%
OFS
1807
OneAscent Financial Services
Alabama
$870K -$83.9K -314 -9%
ARMT
1808
Amica Retiree Medical Trust
Rhode Island
$868K – – –
SRC
1809
Sage Rhino Capital
California
$866K +$2.67K +10 +0.3%
GI
1810
GAMCO Investors
Connecticut
$861K -$8.29K -31 -1%
B
1811
Barings
North Carolina
$861K -$167K -626 -17%
MFS
1812
Mattson Financial Services
Michigan
$861K +$11.8K +44 +1%
SOS
1813
Silver Oak Securities
Tennessee
$861K +$32.3K +121 +4%
CMANY
1814
Capital Management Associates (New York)
New York
$859K – – –
MCWA
1815
Meadow Creek Wealth Advisors
Georgia
$853K -$114K -425 -12%
AFM
1816
Abbot Financial Management
Massachusetts
$852K +$100K +375 +14%
XF
1817
XML Financial
Maryland
$852K -$31.3K -117 -4%
1IA
1818
1834 Investment Advisors
Wisconsin
$851K +$1.87K +7 +0.2%
HI
1819
Harbour Investments
Wisconsin
$851K +$23.3K +87 +3%
NPA
1820
Nichols & Pratt Advisers
Massachusetts
$849K +$214K +800 +35%
MLA
1821
My Legacy Advisors
Oregon
$844K +$69.2K +259 +9%
BTW
1822
Boston Trust Walden
Massachusetts
$842K +$275K +1,030 +50%
BIG
1823
Brookwood Investment Group
Arizona
$839K +$287K +1,075 +54%
TP
1824
Tranquility Partners
Tennessee
$839K – – –
RF
1825
Roxbury Financial
New Jersey
$839K -$13.4K -50 -2%
71 72
73
74 75