We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BIMC
651
Benson Investment Management Company
Virginia
$78K – – –
WTC
652
WhitTier Trust Company
Nevada
$78K +$12.2K +228 +16%
BWL
653
Bogart Wealth LLC
Virginia
$76K -$51.2K -960 -37%
TF
654
Tompkins Financial
New York
$76K +$12.8K +240 +18%
WQ
655
Wealth Quarterback
New Jersey
$74.7K -$23K -432 -21%
WAP
656
Wealthcare Advisory Partners
Pennsylvania
$73K -$106K -1,991 -56%
JWA
657
JFS Wealth Advisors
Pennsylvania
$73K -$4.27K -80 -5%
MHR
658
Matthew Hamilton Rosenberg
$73K +$81.5K +1,527 New
SFPG
659
Stonebridge Financial Planning Group
Florida
$72K – – –
CCM
660
Covington Capital Management
California
$70K -$12.8K -240 -14%
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$70K +$8.54K +160 +12%
CIM
662
Contravisory Investment Management
Massachusetts
$69K +$22.7K +425 +41%
CT
663
Caldwell Trust
Florida
$68.2K – – –
OPS
664
Orion Portfolio Solutions
Nebraska
$66K -$4.8K -90 -6%
PA
665
Procyon Advisors
Connecticut
$66K +$3.89K +73 +6%
SMFS
666
Squar Milner Financial Services
California
$66K +$11.3K +212 +18%
CDIA
667
Capital Directions Investment Advisors
Georgia
$64K – – –
PFO
668
Pathstone Family Office
New Jersey
$64K +$20.2K +378 +40%
BAM
669
Bellevue Asset Management
Washington
$63K +$5.07K +95 +9%
PFGIA
670
Patriot Financial Group Insurance Agency
Massachusetts
$63K +$32.4K +608 +85%
VCP
671
Verus Capital Partners
Arizona
$61K – – –
AWM
672
Atticus Wealth Management
Florida
$60K -$853 -16 -1%
BWM
673
BerganKDV Wealth Management
Minnesota
$59K – – –
VNA
674
Valley National Advisers
Pennsylvania
$59K – – –
CYG
675
Clean Yield Group
Vermont
$58K -$35K -656 -35%