We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1301
Shoker Investment Counsel
Ohio
$251K
TCM
1302
Tufton Capital Management
Maryland
$251K
TTWM
1303
TCV Trust & Wealth Management
Virginia
$251K
CAWM
1304
Capital Advisors Wealth Management
Washington
$251K
IF
1305
Intrua Financial
Texas
$251K -$3.17K -18 -1%
MIC
1306
Meridian Investment Counsel
California
$250K
WP
1307
WealthSource Partners
California
$249K +$218K +1,238 New
LCM
1308
Logan Capital Management
Pennsylvania
$249K -$25.3K -144 -10%
HIP
1309
HUB Investment Partners
Texas
$249K +$218K +1,238 New
AWA
1310
Arete Wealth Advisors
Illinois
$248K +$217K +1,231 New
CWM
1311
Cahaba Wealth Management
Georgia
$248K -$23.7K -135 -10%
WA
1312
Wealth Architects
California
$247K -$4.75K -27 -2%
ANB
1313
Amarillo National Bank
Texas
$247K -$4.22K -24 -2%
ACM
1314
Ategra Capital Management
Virginia
$247K +$1.23K +7 +0.6%
JE
1315
JMAC Enterprises
Pennsylvania
$246K +$215K +1,223 New
BFA
1316
Beacon Financial Advisory
Ohio
$245K +$176 +1 +0.1%
III
1317
Independent Investors Inc
New York
$244K
CCFCSB
1318
Cape Cod Five Cents Savings Bank
Massachusetts
$244K -$9.15K -52 -4%
OCM
1319
Objective Capital Management
Ohio
$244K -$352 -2 -0.2%
RCM
1320
Raleigh Capital Management
North Carolina
$243K +$176 +1 +0.1%
RWM
1321
Revisor Wealth Management
Ohio
$241K -$48.5K -276 -19%
CPC
1322
Congress Park Capital
New York
$241K
ERWM
1323
Elk River Wealth Management
Colorado
$241K
PL
1324
Parthenon LLC
Kentucky
$241K
HWM
1325
HFR Wealth Management
New York
$241K -$2.81K -16 -1%