We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SP
2151
SWS Partners
Ohio
$56K +$52.5K +1,204 New
TCM
2152
Tanaka Capital Management
New York
$54K +$50.6K +1,160 New
HMS
2153
Hanseatic Management Services
New Mexico
$54K +$50.7K +1,161 New
FPS
2154
Fieldpoint Private Securities
Connecticut
$48K -$135K -3,102 -75%
SHJ
2155
Sharkey, Howes & Javer
Colorado
$48K – – –
MIC
2156
MU Investments Company
Japan
$46K -$17.5K -400 -29%
BWP
2157
Baldwin Wealth Partners
Massachusetts
$46K +$34.9K +800 +400%
OPWM
2158
Oak Point Wealth Management
Michigan
$44K +$41.5K +952 New
PCC
2159
Park Circle Company
Maryland
$42K – – –
LA
2160
Legacy Advisors
Pennsylvania
$39K +$16.9K +388 +84%
RFWA
2161
RPg Family Wealth Advisory
Massachusetts
$38.1K -$43.4K -995 -55%
RCC
2162
Red Cedar Capital
Nebraska
$38K +$35.5K +814 New
NPP
2163
New Potomac Partners
Maryland
$37K +$34.9K +800 New
CAL
2164
Capital Advisors Ltd
Ohio
$32K – – –
TIM
2165
Tortoise Investment Management
New York
$31K – – –
TWMP
2166
Taylor Wealth Management Partners
Massachusetts
$30K – – –
WAS
2167
Winch Advisory Services
Wisconsin
$30K +$2.1K +48 +8%
AWM
2168
Avondale Wealth Management
Texas
$30K +$28.1K +643 New
AFIA
2169
America First Investment Advisors
Nebraska
$28K -$112K -2,561 -81%
CTB
2170
Country Trust Bank
Illinois
$27K -$5.41K -124 -18%
RWM
2171
Raffa Wealth Management
District of Columbia
$25.4K -$5.19K -119 -18%
MAM
2172
Magellan Asset Management
Australia
$24K -$22.3K -512 -49%
CAM
2173
CenterStar Asset Management
Illinois
$24K – – –
FMA
2174
FNY Managed Accounts
New York
$23K -$22.7K -521 -51%
IF
2175
Ironwood Financial
Arizona
$23K – – –