We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1201
Bar Harbor Wealth Management
New Hampshire
$209K +$196K +604 New
RHBC
1202
R.H. Bluestein & Co
Michigan
$208K -$48.6K -150 -20%
ABLA
1203
Alan B. Lancz & Associates
Ohio
$208K +$194K +600 New
BAM
1204
Brave Asset Management
New Jersey
$208K +$194K +600 New
FAM
1205
Fenimore Asset Management
New York
$208K +$194K +600 New
HT
1206
HighTower Trust
Texas
$206K +$192K +594 New
PP
1207
PDS Planning
Ohio
$206K +$192K +594 New
BST
1208
Bath Savings Trust
Maine
$206K +$193K +595 New
PFM
1209
Parsec Financial Management
North Carolina
$205K
CFS
1210
CRA Financial Services
New Jersey
$205K +$191K +591 New
BLC
1211
Brown, Lisle/Cummings
Rhode Island
$205K +$191K +591 New
CPO
1212
Cerity Partners OCIO
New York
$204K +$190K +588 New
FOA
1213
Five Oceans Advisors
California
$204K +$190K +588 New
MTIC
1214
Missouri Trust & Investment Company
Missouri
$204K +$191K +590 New
CSPAM
1215
Cary Street Partners Asset Management
Virginia
$203K +$190K +585 New
NPT
1216
Nixon Peabody Trust
Massachusetts
$203K +$190K +585 New
ARC
1217
Advisor Resource Council
Texas
$203K +$190K +586 New
AFM
1218
Andesa Financial Management
Pennsylvania
$202K +$189K +583 New
SWA
1219
SFMG Wealth Advisors
Texas
$201K +$188K +581 New
SAM
1220
SignalPoint Asset Management
Missouri
$201K +$188K +581 New
IA
1221
IAM Advisory
Pennsylvania
$201K +$194K +600 New
CWC
1222
Carolinas Wealth Consulting
North Carolina
$200K +$69.3K +214 +59%
AWM
1223
Aevitas Wealth Management
Massachusetts
$200K +$187K +578 New
SWM
1224
Segment Wealth Management
Texas
$200K +$187K +578 New
AF
1225
Allworth Financial
California
$187K -$41.8K -129 -19%