We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1401
AmeriServ Wealth Advisors
Pennsylvania
$821K +$252K +7,241 +47%
TFCM
1402
Taylor Frigon Capital Management
Arizona
$819K +$786K +22,580 New
FAM
1403
Formidable Asset Management
Ohio
$818K +$2.61K +75 +0.3%
OC
1404
Oakworth Capital
Alabama
$813K +$451K +12,964 +137%
Wealth Enhancement Advisory Services
1405
Wealth Enhancement Advisory Services
Minnesota
$812K +$779K +22,382 New
ITIM
1406
Indiana Trust & Investment Management
Indiana
$806K -$71.3K -2,050 -8%
IB
1407
Intrust Bank
Kansas
$799K +$32.2K +926 +4%
FBA
1408
Front Barnett Associates
Illinois
$798K -$3.79K -109 -0.5%
QAM
1409
Quantres Asset Management
Cayman Islands
$795K +$762K +21,900 New
AW
1410
Alpha Windward
Massachusetts
$794K -$13.6K -392 -2%
WA
1411
Winfield Associates
Ohio
$791K -$17.4K -500 -2%
WPP
1412
Whalerock Point Partners
Rhode Island
$791K -$7.72K -222 -1%
VCM
1413
Violich Capital Management
California
$782K -$52.2K -1,500 -7%
MG
1414
MDE Group
New Jersey
$779K -$23.5K -676 -3%
SS
1415
Sunbelt Securities
Texas
$778K +$746K +21,445 New
BHBT
1416
Burke & Herbert Bank & Trust
Virginia
$770K -$27.8K -800 -4%
WCM
1417
Windsor Capital Management
Arizona
$770K +$26.1K +750 +4%
PCA
1418
Peddock Capital Advisors
Massachusetts
$764K +$22K +633 +3%
SSWM
1419
Sheets Smith Wealth Management
North Carolina
$754K +$835 +24 +0.1%
RVP
1420
Relative Value Partners
Illinois
$753K -$34.8K -1,000 -5%
ACP
1421
Aviance Capital Partners
Florida
$752K +$720K +20,708 New
KA
1422
Kovack Advisors
Florida
$751K +$720K +20,706 New
BFG
1423
Beacon Financial Group
Texas
$744K +$38.2K +1,099 +6%
SAM
1424
SignalPoint Asset Management
Missouri
$740K +$26.1K +751 +4%
BSW
1425
Buckingham Strategic Wealth
Missouri
$730K +$171K +4,904 +32%