We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
W
1001
WealthOne
New York
$249K +$231 +1 +0.1%
KFGK
1002
Keystone Financial Group (Kentucky)
Kentucky
$249K +$231 +1 +0.1%
FIM
1003
Freedom Investment Management
Connecticut
$249K +$248K +1,075 New
SWM
1004
Spire Wealth Management
Virginia
$249K +$20.8K +90 +9%
VCAM
1005
Van Cleef Asset Management
Ohio
$249K – – –
APP
1006
Avantax Planning Partners
Iowa
$248K – – –
KCM
1007
Kathmere Capital Management
Pennsylvania
$248K +$35.5K +154 +17%
BCCM
1008
Bridge Creek Capital Management
Massachusetts
$245K – – –
BS
1009
Bessemer Securities
New York
$245K -$92.2K -400 -27%
DA
1010
Dillon & Associates
Michigan
$244K +$2.31K +10 +1%
WPC
1011
Wedmont Private Capital
Pennsylvania
$243K +$249K +1,078 New
YIA
1012
YHB Investment Advisors
Connecticut
$243K – – –
RCM
1013
Radnor Capital Management
Pennsylvania
$243K – – –
SWA
1014
Stratos Wealth Advisors
Ohio
$243K +$7.38K +32 +3%
WTB
1015
Washington Trust Bank
Washington
$241K -$11.1K -48 -4%
WP
1016
WealthShield Partners
North Carolina
$239K -$27.7K -120 -10%
HW
1017
Hancock Whitney
Mississippi
$238K -$22.1K -96 -9%
TPWA
1018
TRUE Private Wealth Advisors
Oregon
$237K -$73.3K -318 -24%
SBH
1019
Segall Bryant & Hamill
Illinois
$236K – – –
CPA
1020
Court Place Advisors
Maryland
$236K – – –
RA
1021
RFG Advisory
Alabama
$235K -$37.3K -162 -14%
CDH
1022
Charles D. Hyman
$232K – – –
EFSCE
1023
Enterprise Financial Services Corp (EFSC)
Missouri
$232K -$2.31K -10 -1%
GF
1024
Gabelli Funds
New York
$232K – – –
HCA
1025
Horan Capital Advisors
Ohio
$232K – – –