We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
2201
ProVise Management Group
Florida
$486K -$92.9K -1,956 -16%
VH
2202
Visionary Horizons
Tennessee
$484K -$15.8K -333 -3%
TFF
2203
The Family Firm
Maryland
$483K +$902 +19 +0.2%
SAM
2204
Seelaus Asset Management
New Jersey
$483K -$14.2K -300 -3%
BFAG
2205
Blackston Financial Advisory Group
Florida
$482K +$481K +10,141 New
ZB
2206
Zions Bancorporation
Utah
$482K -$71.2K -1,499 -13%
WWM
2207
Waterway Wealth Management
Texas
$481K +$6.93K +146 +1%
BFC
2208
Blue Fin Capital
Rhode Island
$478K -$6.5K -137 -1%
LI
2209
LRI Investments
Florida
$477K +$74.5K +1,570 +19%
T
2210
TNF
Montana
$476K +$275K +5,800 +133%
MSR
2211
Main Street Research
Connecticut
$475K -$261K -5,496 -35%
MM
2212
MQS Management
New York
$475K +$475K +10,000 New
Members Trust
2213
Members Trust
Florida
$475K -$18.7K -393 -4%
RA
2214
Rise Advisors
New York
$474K +$28.4K +599 +6%
GAM
2215
Gemmer Asset Management
California
$473K +$37.6K +791 +9%
PIM
2216
Profit Investment Management
Maryland
$473K – – –
FNBSF
2217
First National Bank Sioux Falls
South Dakota
$472K – – –
HFAS
2218
Hummer Financial Advisory Services
Illinois
$472K -$2.37K -50 -0.5%
SCI
2219
Silver Coast Investments
United States
$471K +$15.4K +324 +3%
WA
2220
Waddell & Associates
Tennessee
$470K +$8.93K +188 +2%
FFC
2221
First Financial Corp
Indiana
$469K -$9.02K -190 -2%
TF
2222
Trek Financial
Arizona
$469K -$545K -11,480 -54%
PA
2223
Parkside Advisors
California
$469K -$49.9K -1,052 -10%
CH
2224
Canton Hathaway
Rhode Island
$469K – – –
VCP
2225
Verus Capital Partners
Arizona
$467K +$25K +527 +6%