We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BBI
501
Baxter Bros Inc
Connecticut
$530K -$96.4K -700 -14%
IAS
502
Insigneo Advisory Services
Florida
$527K +$49.9K +362 +9%
Lido Advisors
503
Lido Advisors
California
$522K -$5.92K -43 -1%
WIM
504
WealthPlan Investment Management
Nebraska
$519K +$4.68K +34 +0.8%
SFG
505
Sather Financial Group
Texas
$519K -$1.19M -8,672 -68%
CCM
506
Chiron Capital Management
Florida
$517K +$565K +4,103 New
SW
507
SVB Wealth
Massachusetts
$513K -$92.7K -673 -14%
DADC
508
D.A. Davidson & Co
Montana
$511K -$68.7K -499 -11%
ECP
509
Epacria Capital Partners
Colorado
$503K +$202K +1,469 +58%
IWM
510
IHT Wealth Management
Illinois
$499K -$9.64K -70 -2%
FBT
511
First Bankers Trust
Kentucky
$497K -$48.9K -355 -8%
TPWM
512
Twelve Points Wealth Management
Massachusetts
$497K
CIA
513
Cohen Investment Advisors
New Hampshire
$496K +$40K +290 +10%
CAM
514
Columbia Asset Management
Michigan
$495K
IWM
515
Iams Wealth Management
Nebraska
$494K -$475K -3,445 -47%
WJWM
516
Williams Jones Wealth Management
New York
$493K -$16.3K -118 -3%
PA
517
Profund Advisors
Maryland
$491K +$15.6K +113 +3%
BFG
518
Beacon Financial Group
Texas
$488K -$23.8K -173 -4%
NFGCM
519
Norman Fields Gottscho Capital Management
New York
$488K -$7.58K -55 -1%
BTI
520
Blue Trust Inc
Georgia
$485K +$93.8K +681 +26%
WF
521
Welch & Forbes
Massachusetts
$484K -$682K -4,952 -56%
SWM
522
Salvus Wealth Management
New Jersey
$478K -$2.07K -15 -0.4%
GC
523
Grimes & Company
Massachusetts
$468K -$31K -225 -6%
WIC
524
Wilkins Investment Counsel
Massachusetts
$468K
AF
525
Affiance Financial
Minnesota
$467K