We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1401
Evanson Asset Management
California
$206K +$190K +829 New
NAS
1402
Nicolet Advisory Services
Wisconsin
$205K +$190K +829 New
CIP
1403
Capital Insight Partners
Arizona
$205K -$11.7K -51 -6%
RPCONE
1404
Retirement Planning Company of New England
Rhode Island
$205K +$189K +826 New
FMI
1405
F/M Investments
District of Columbia
$205K +$189K +825 New
AAIS
1406
ABN AMRO Investment Solutions
$204K -$69.1K -302 -27%
IAMOG
1407
Investors Asset Management of Georgia
Georgia
$203K +$188K +820 New
GLA
1408
Good Life Advisors
Pennsylvania
$203K -$19.9K -87 -10%
BFM
1409
Boston Financial Management
Massachusetts
$202K +$187K +816 New
NB
1410
NBT Bank
New York
$202K +$187K +816 New
TCM
1411
Traynor Capital Management
Pennsylvania
$202K +$187K +816 New
XWM
1412
Xcel Wealth Management
Florida
$202K +$187K +815 New
UAS
1413
United Asset Strategies
New York
$202K +$187K +815 New
FCP
1414
Fidelis Capital Partners
Florida
$202K +$187K +815 New
PMG
1415
ProVise Management Group
Florida
$201K +$186K +812 New
AF
1416
Arrow Financial
New York
$201K – – –
HCP
1417
Hexagon Capital Partners
Arkansas
$199K -$137K -598 -43%
BAM
1418
Bellevue Asset Management
Washington
$199K -$26.3K -115 -13%
AT
1419
Avalon Trust
New Mexico
$198K -$229K -1,000 -56%
MFC
1420
Mechanics Financial Corp
Ohio
$198K – – –
CFG
1421
CKW Financial Group
Hawaii
$198K -$22.9K -100 -11%
FFL
1422
Financial Freedom LLC
Ohio
$197K +$458 +2 +0.3%
DMBA
1423
Deseret Mutual Benefit Administrators
Utah
$192K – – –
CLOS
1424
Compagnie Lombard Odier SCmA
Switzerland
$191K +$4.58K +20 +3%
NSIM
1425
North Star Investment Management
Illinois
$187K – – –