We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
1251
Boyd Watterson Asset Management
Ohio
$835K +$525K +4,022 +168%
PWP
1252
Perfromance Wealth Partners
Illinois
$834K – – –
SAM
1253
Summit Asset Management
Tennessee
$832K +$79.6K +610 +11%
BP
1254
BBR Partners
New York
$828K -$96.8K -742 -10%
HIA
1255
Harbor Investment Advisory
Maryland
$828K -$15.5K -119 -2%
CAC
1256
Certified Advisory Corp
Florida
$828K +$261 +2 +0%
RIG
1257
Renaissance Investment Group
Massachusetts
$825K -$78.2K -600 -9%
RFG
1258
Range Financial Group
Oregon
$822K +$4.56K +35 +0.6%
RMA
1259
Roffman Miller Associates
Pennsylvania
$821K -$36.5K -280 -4%
TAM
1260
Todd Asset Management
Kentucky
$821K +$12.7K +97 +2%
ATC
1261
Adirondack Trust Company
New York
$821K +$69.8K +535 +9%
CAGAS
1262
Capital Advisory Group Advisory Services
Minnesota
$818K +$64.7K +496 +9%
LGA
1263
Lebenthal Global Advisors
New York
$818K +$131K +1,001 +19%
FCM
1264
Firestone Capital Management
Florida
$817K +$65.2K +500 +9%
GC
1265
Gratus Capital
Georgia
$813K +$1.56K +12 +0.2%
IP
1266
Investment Partners
Ohio
$811K -$21.1K -162 -3%
PWW
1267
Pettyjohn Wood & White
Virginia
$811K -$652 -5 -0.1%
BMA
1268
Brooks Moore & Associates
Tennessee
$809K +$223K +1,710 +38%
CA
1269
Claro Advisors
Massachusetts
$805K – – –
MPWT
1270
MassMutual Private Wealth & Trust
Connecticut
$804K -$92.5K -709 -10%
SPWM
1271
Straight Path Wealth Management
Michigan
$804K – – –
BCA
1272
Bay Colony Advisors
Massachusetts
$802K +$215K +1,648 +36%
DI
1273
Diligent Investors
California
$799K -$8.61K -66 -1%
Connor, Clark & Lunn Investment Management (CC&L)
1274
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$794K +$797K +6,108 New
MFG
1275
Merit Financial Group
Georgia
$786K -$39.6K -304 -5%