We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1476
Baldwin Wealth Partners
Massachusetts
$322K +$285K +625 +1,250%
ACP
1477
Aveo Capital Partners
Colorado
$321K +$33.8K +74 +12%
ABLA
1478
Alan B. Lancz & Associates
Ohio
$320K
DAM
1479
Delta Asset Management
Tennessee
$319K -$913 -2 -0.3%
OW
1480
Olistico Wealth
Oklahoma
$319K
EBT
1481
Enterprise Bank & Trust
Massachusetts
$319K -$13.2K -29 -4%
MIM
1482
MTM Investment Management
South Carolina
$316K
LCS
1483
Levin Capital Strategies
New York
$315K
VHAM
1484
Van Hulzen Asset Management
California
$313K +$47K +103 +19%
SFS
1485
Stiles Financial Services
Minnesota
$313K +$12.3K +27 +4%
SIC
1486
Sterling Investment Counsel
New York
$312K +$1.82K +4 +0.6%
PJWM
1487
Philip James Wealth Mangement
Georgia
$312K +$46.1K +101 +18%
DS
1488
DRW Securities
Illinois
$311K -$3.06M -6,711 -91%
EFSCE
1489
Enterprise Financial Services Corp (EFSC)
Missouri
$310K -$5.93K -13 -2%
AWA
1490
Arete Wealth Advisors
Illinois
$308K -$270K -592 -48%
SSB
1491
Sandy Spring Bank
Maryland
$308K +$30.1K +66 +11%
Members Trust
1492
Members Trust
Florida
$308K
WHG
1493
Westwood Holdings Group
Texas
$307K
LFG
1494
Lockerman Financial Group
California
$306K +$23.3K +51 +9%
NAS
1495
Nicolet Advisory Services
Wisconsin
$305K -$16.9K -37 -5%
FHA
1496
Flagship Harbor Advisors
Massachusetts
$305K -$101K -222 -26%
TWM
1497
Tradition Wealth Management
Minnesota
$304K +$3.65K +8 +1%
CPRC
1498
Consolidated Portfolio Review Corp
New York
$304K
FL
1499
Fort LP
Maryland
$302K -$22.4K -49 -7%
GDP
1500
Great Diamond Partners
Maine
$302K -$214K -468 -43%