We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
1451
Boston Trust Walden
Massachusetts
$673K
BAAM
1452
Baker Avenue Asset Management
California
$673K +$658K +4,773 New
BEC
1453
Blue Edge Capital
Virginia
$672K
WCM
1454
Weik Capital Management
Pennsylvania
$671K -$20.7K -150 -3%
CA
1455
Crewe Advisors
Utah
$670K +$116K +838 +21%
PJSIMP
1456
P.J. Schmidt Investment Management (PJS)
Wisconsin
$668K
HCM
1457
Highlander Capital Management
New Jersey
$666K -$372K -2,700 -36%
TC
1458
Telemus Capital
Michigan
$660K -$113K -819 -15%
KNW
1459
Kesler Norman & Wride
Utah
$660K -$41.4K -300 -6%
CIA
1460
Choate Investment Advisors
Massachusetts
$660K +$55.2K +400 +9%
PSB
1461
Piscataqua Savings Bank
New Hampshire
$659K -$414K -3,000 -39%
GWA
1462
GGM Wealth Advisors
Maryland
$657K -$15K -109 -2%
MLA
1463
My Legacy Advisors
Oregon
$657K +$217K +1,570 +49%
CSB
1464
City State Bank
Iowa
$656K
LFG
1465
Larson Financial Group
Missouri
$656K +$173K +1,257 +37%
CPIG
1466
Chicago Partners Investment Group
Illinois
$655K +$3.04K +22 +0.5%
MF
1467
Manchester Financial
California
$655K
OIM
1468
Oder Investment Management
California
$654K +$50.1K +363 +8%
TFS
1469
Thoroughbred Financial Services
Tennessee
$653K +$51.6K +374 +9%
AF
1470
Apexium Financial
Texas
$653K -$31K -225 -5%
SPP
1471
Single Point Partners
Massachusetts
$649K +$636K +4,608 New
EA
1472
Emerald Advisors
Washington
$649K -$50.1K -363 -7%
SOS
1473
Silver Oak Securities
Tennessee
$647K +$54.8K +397 +9%
TA
1474
TrueWealth Advisors
Alabama
$647K +$80.6K +584 +15%
EWM
1475
Empirical Wealth Management
Washington
$646K -$62.6K -454 -9%