We are live on ! Find out more
CSCO icon

Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2101
Wealth Architects
California
$272K +$18.2K +397 +7%
AMIM
2102
Aull & Monroe Investment Management
Alabama
$269K -$11K -240 -4%
HHGA
2103
Halbert Hargrove Global Advisors
California
$269K +$15.6K +340 +6%
MWM
2104
MinichMacGregor Wealth Management
New York
$269K +$241K +5,270 +193%
BWA
2105
BlueSky Wealth Advisors
North Carolina
$266K +$268K +5,847 New
EAMA
2106
EFG Asset Management (Americas)
Florida
$265K -$38.1K -833 -12%
GFS
2107
GYL Financial Synergies
Connecticut
$265K +$279K +6,106 New
MA
2108
MCF Advisors
Kentucky
$263K +$46 +1 +0%
CW
2109
CreativeOne Wealth
Kansas
$262K +$37.9K +829 +16%
FNC
2110
First National Corp
Massachusetts
$262K +$277K +6,046 New
MWM
2111
Merriman Wealth Management
Washington
$261K -$17.3K -379 -6%
OFW
2112
Omnia Family Wealth
Florida
$261K +$46 +1 +0%
CIC
2113
Cutler Investment Counsel
Oregon
$261K +$686 +15 +0.3%
FAM
2114
Flaharty Asset Management
Florida
$260K – – –
PWMG
2115
Prestige Wealth Management Group
New Jersey
$260K +$275K +6,012 New
RW
2116
REDW Wealth
New Mexico
$259K – – –
WA
2117
Winfield Associates
Ohio
$259K +$22.9K +500 +9%
HI
2118
Human Investing
Oregon
$258K +$272K +5,952 New
SFG
2119
StrategIQ Financial Group
Indiana
$257K +$2.79K +61 +1%
MSA
2120
Marino Stram & Associates
Massachusetts
$256K -$15K -328 -5%
VAS
2121
Valicenti Advisory Services
New York
$256K – – –
QCIG
2122
Quad-Cities Investment Group
Iowa
$254K +$229 +5 +0.1%
EIA
2123
Edgemoor Investment Advisors
Maryland
$253K +$18.3K +400 +7%
MBT
2124
Monroe Bank & Trust
Michigan
$252K -$12.6K -275 -5%
LSC
2125
Lesa Sroufe & Co
Washington
$252K – – –
83 84
85
86 87