We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
1601
Piershale Financial Group
Illinois
$232K – – –
MS
1602
Marshall & Sullivan
Washington
$231K – – –
NPPM
1603
North Point Portfolio Managers
Ohio
$230K – – –
KB
1604
Kimelman & Baird
New York
$229K – – –
CFD
1605
Creative Financial Designs
Indiana
$225K +$24.7K +177 +12%
ACA
1606
Anchor Capital Advisors
Massachusetts
$224K -$2.09K -15 -0.9%
BAM
1607
Boyar Asset Management
New York
$224K – – –
NEPWA
1608
New England Private Wealth Advisors
Massachusetts
$224K – – –
CFSG
1609
Community Financial Services Group
Vermont
$223K -$86.5K -621 -28%
BPM
1610
Bowling Portfolio Management
Ohio
$223K -$418 -3 -0.2%
MSS
1611
Mitchell Sinkler & Starr
Pennsylvania
$223K – – –
MWM
1612
Marietta Wealth Management
Georgia
$219K -$774K -5,558 -78%
ANBT
1613
American National Bank & Trust
Texas
$219K – – –
PAA
1614
Peregrine Asset Advisers
Oregon
$219K – – –
PO
1615
Private Ocean
California
$219K – – –
EDRIA
1616
Edmonds Duncan Registered Investment Advisors
Kansas
$219K +$4.18K +30 +2%
NSCM
1617
New South Capital Management
Tennessee
$218K – – –
SAM
1618
Security Asset Management
New York
$218K – – –
YMRC
1619
Yorktown Management & Research Company
Virginia
$218K – – –
RWM
1620
Rench Wealth Management
Texas
$218K +$2.37K +17 +1%
SC
1621
Scholtz & Company
Connecticut
$218K +$219K +1,569 New
WP
1622
WealthPLAN Partners
Nebraska
$217K -$115K -826 -35%
RIM
1623
Regent Investment Management
Kentucky
$217K -$29.1K -209 -12%
LGC
1624
Laurel Grove Capital
California
$216K -$2.73M -19,561 -93%
RIA
1625
Regal Investment Advisors
Michigan
$216K +$7.24K +52 +3%