We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
701
Tempus Wealth Planning
California
$253K +$285K +800 New
IFS
702
Ifrah Financial Services
Arkansas
$250K +$3.56K +10 +1%
RB
703
Renasant Bank
Mississippi
$249K -$264K -741 -48%
PT
704
Plimoth Trust
Massachusetts
$249K -$80.8K -227 -22%
MCM
705
Manchester Capital Management
Vermont
$248K -$17.1K -48 -6%
IFWM
706
Institute for Wealth Management
Colorado
$246K +$277K +777 New
WT
707
Whittier Trust
California
$245K
WF
708
Welch & Forbes
Massachusetts
$245K
CIC
709
Carnegie Investment Counsel
Ohio
$244K
ACA
710
Aptus Capital Advisors
Alabama
$243K +$10.3K +29 +4%
GLA
711
Great Lakes Advisors
Illinois
$241K -$26.7K -75 -9%
PP
712
PDS Planning
Ohio
$240K +$712 +2 +0.3%
WPA
713
West Paces Advisors
Georgia
$238K
EFM
714
E Fund Management
China
$237K +$30.3K +85 +13%
MWM
715
Mindset Wealth Management
Indiana
$236K +$265K +745 New
PBC
716
Pavion Blue Capital
California
$234K -$10.7K -30 -4%
BIG
717
Brooklyn Investment Group
New York
$233K +$16.4K +46 +7%
ZIM
718
Zacks Investment Management
Illinois
$233K -$26.7K -75 -9%
TCA
719
Transcend Capital Advisors
New Jersey
$231K -$153K -430 -37%
CIA
720
CCM Investment Advisers
South Carolina
$228K
EA
721
Everpar Advisors
Oklahoma
$227K -$52.7K -148 -17%
BA
722
Bristlecone Advisors
Washington
$224K -$11.4K -32 -4%
WI
723
Wintrust Investments
Illinois
$222K -$2.12M -5,953 -90%
BF
724
BOK Financial
Oklahoma
$222K -$2.14K -6 -0.6%
LIA
725
Luken Investment Analytics
Tennessee
$222K