We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
2601
Fieldpoint Private Securities
Connecticut
$227K +$53.8K +1,086 +31%
HFA
2602
High Falls Advisors
New York
$226K -$150K -3,024 -40%
SAM
2603
Security Asset Management
New York
$226K – – –
KWA
2604
Kellett Wealth Advisors
Ohio
$226K +$20.3K +410 +10%
Financial Engines Advisors
2605
Financial Engines Advisors
California
$225K -$261K -5,260 -54%
WMP
2606
Wealth Management Partners
Arizona
$225K – – –
CCM
2607
Colorado Capital Management
Colorado
$224K – – –
SCG
2608
Sonata Capital Group
Washington
$223K -$24.8K -500 -10%
BMO
2609
Beck Mack & Oliver
New York
$223K – – –
NCM
2610
Northside Capital Management
Oregon
$223K – – –
RDIA
2611
RE Dickinson Investment Advisors
Iowa
$223K – – –
BWA
2612
Burt Wealth Advisors
Maryland
$223K +$198 +4 +0.1%
EA
2613
Emerald Advisors
Washington
$223K +$2.48K +50 +1%
BCMO
2614
Buckingham Capital Management (Ohio)
Ohio
$222K -$48.5K -978 -18%
LFG
2615
Lockerman Financial Group
California
$222K -$1.78K -36 -0.8%
HCMG
2616
Howard Capital Management Group
California
$221K -$18.5M -374,156 -99%
MCM
2617
Maple Capital Management
Vermont
$221K -$12.4K -250 -5%
SPWM
2618
Schrum Private Wealth Management
Florida
$221K +$942 +19 +0.4%
LFG
2619
Lazard Frères Gestion
France
$221K +$213K +4,298 New
FWP
2620
Firethorn Wealth Partners
Georgia
$220K +$991 +20 +0.5%
PHIC
2621
Pine Haven Investment Counsel
Massachusetts
$218K – – –
DDPIC
2622
Deroy & Devereaux Private Investment Counsel
Michigan
$217K -$1.14K -23 -0.5%
AT
2623
American Trust
Kentucky
$217K – – –
BA
2624
Bluesphere Advisors
Pennsylvania
$217K +$3.47K +70 +2%
RCA
2625
Ranch Capital Advisors
Florida
$217K +$217K +4,375 New