We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
UF
1951
Univest Financial
Pennsylvania
$433K -$35.3K -717 -8%
RWA
1952
River Wealth Advisors
Pennsylvania
$433K +$2.75K +56 +0.7%
MA
1953
MCF Advisors
Kentucky
$431K -$2.61K -53 -0.6%
BCWM
1954
Blue Chip Wealth Management
Florida
$431K +$836 +17 +0.2%
CAC
1955
Certified Advisory Corp
Florida
$431K +$1.28K +26 +0.3%
CWM
1956
Calamos Wealth Management
Illinois
$431K +$26.3K +534 +7%
LC
1957
Landaas & Company
Wisconsin
$430K -$8.85K -180 -2%
CPC
1958
Congress Park Capital
New York
$430K – – –
GEA
1959
Glen Eagle Advisors
New Jersey
$428K -$57K -1,159 -12%
M
1960
MOTCO
Texas
$427K -$91.2K -1,855 -18%
SFP
1961
Shepherd Financial Partners
Massachusetts
$424K -$181K -3,677 -31%
AA
1962
Apriem Advisors
California
$423K +$70.3K +1,429 +21%
SC
1963
Searle & Co
Connecticut
$419K – – –
CFGS
1964
Concourse Financial Group Securities
Alabama
$416K -$1.53M -31,059 -79%
AF
1965
AtlasMark Financial
Texas
$416K +$397K +8,070 New
AWM
1966
AllSquare Wealth Management
New York
$414K -$15.7K -320 -4%
ARMC
1967
American Research & Management Company
Massachusetts
$412K -$25.3K -514 -6%
CAM
1968
Chesapeake Asset Management
New York
$412K -$24.2K -493 -6%
AAM
1969
AMI Asset Management
California
$412K – – –
DLG
1970
Daniel L. Goodwin
$412K – – –
CDIA
1971
Capital Directions Investment Advisors
Georgia
$412K +$393K +7,998 New
ACA
1972
Ackerman Capital Advisors
Texas
$412K +$393K +8,000 New
SRIM
1973
Saratoga Research & Investment Management
California
$407K -$13.8K -280 -3%
SFM
1974
Systematic Financial Management
New Jersey
$407K – – –
OTPPB
1975
Ontario Teachers' Pension Plan Board
Ontario, Canada
$406K +$387K +7,878 New