We are live on ! Find out more
CSCO icon

Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
2076
Schneider Downs Wealth Management Advisors
Pennsylvania
$510K +$97.6K +2,038 +21%
GAAM
2077
Guinness Atkinson Asset Management
California
$508K -$5.86M -122,520 -91%
RPCONE
2078
Retirement Planning Company of New England
Rhode Island
$508K +$16.8K +351 +3%
AA
2079
Aire Advisors
California
$504K -$814 -17 -0.1%
PIA
2080
Perennial Investment Advisors
California
$503K -$11.2K -234 -2%
VFA
2081
Voya Financial Advisors
Connecticut
$500K +$124K +2,600 +29%
BAM
2082
Brave Asset Management
New Jersey
$499K -$339K -7,085 -38%
HTHT
2083
Hemenway Trust Hemenway Trust
New Hampshire
$499K -$169K -3,538 -23%
PHK
2084
Point72 Hong Kong
Hong Kong
$498K -$3.8M -79,331 -87%
HSWM
2085
Hubbell Strickland Wealth Management
Louisiana
$498K +$1.58K +33 +0.3%
FW
2086
FirstPurpose Wealth
Utah
$497K +$176K +3,673 +46%
DCM
2087
DGS Capital Management
New Jersey
$497K +$326K +6,818 +141%
TWM
2088
Thrive Wealth Management
Pennsylvania
$496K +$6.17K +129 +1%
AWM
2089
Accurate Wealth Management
Florida
$496K +$44.7K +933 +9%
KA
2090
Kozak & Associates
Colorado
$495K +$1.96K +41 +0.4%
VCM
2091
Violich Capital Management
California
$493K -$60.6K -1,266 -10%
FPCP
2092
Fort Point Capital Partners
California
$492K -$957 -20 -0.2%
FG
2093
Foster Group
Iowa
$492K +$13.4K +279 +2%
FBB
2094
Fulton Breakefield Broenniman
Maryland
$492K +$34.6K +723 +7%
CWM
2095
Circle Wealth Management
New Jersey
$491K -$2.35K -49 -0.4%
JMFC
2096
J.M. Forbes & Co
Massachusetts
$488K – – –
SSWM
2097
Sheets Smith Wealth Management
North Carolina
$488K +$20K +417 +4%
LB
2098
Legacy Bridge
Iowa
$487K – – –
PWS
2099
Peterson Wealth Services
Utah
$487K +$119K +2,476 +28%
CH
2100
Canton Hathaway
Rhode Island
$486K – – –
82 83
84
85 86