We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1476
Revolve Wealth Partners
New Jersey
$325K -$2.28K -5 -0.7%
PIA
1477
Pinion Investment Advisors
Kansas
$323K – – –
BWP
1478
Baldwin Wealth Partners
Massachusetts
$322K +$285K +625 +1,250%
ACP
1479
Aveo Capital Partners
Colorado
$321K +$33.8K +74 +12%
ABLA
1480
Alan B. Lancz & Associates
Ohio
$320K – – –
DAM
1481
Delta Asset Management
Tennessee
$319K -$913 -2 -0.3%
OW
1482
Olistico Wealth
Oklahoma
$319K – – –
EBT
1483
Enterprise Bank & Trust
Massachusetts
$319K -$13.2K -29 -4%
MIM
1484
MTM Investment Management
South Carolina
$316K – – –
LCS
1485
Levin Capital Strategies
New York
$315K – – –
VHAM
1486
Van Hulzen Asset Management
California
$313K +$47K +103 +19%
SFS
1487
Stiles Financial Services
Minnesota
$313K +$12.3K +27 +4%
SIC
1488
Sterling Investment Counsel
New York
$312K +$1.82K +4 +0.6%
PJWM
1489
Philip James Wealth Mangement
Georgia
$312K +$46.1K +101 +18%
DS
1490
DRW Securities
Illinois
$311K -$3.06M -6,711 -91%
EFSCE
1491
Enterprise Financial Services Corp (EFSC)
Missouri
$310K -$5.93K -13 -2%
AWA
1492
Arete Wealth Advisors
Illinois
$308K -$270K -592 -48%
SSB
1493
Sandy Spring Bank
Maryland
$308K +$30.1K +66 +11%
Members Trust
1494
Members Trust
Florida
$308K – – –
WHG
1495
Westwood Holdings Group
Texas
$307K – – –
LFG
1496
Lockerman Financial Group
California
$306K +$23.3K +51 +9%
NAS
1497
Nicolet Advisory Services
Wisconsin
$305K -$16.9K -37 -5%
FHA
1498
Flagship Harbor Advisors
Massachusetts
$305K -$101K -222 -26%
TWM
1499
Tradition Wealth Management
Minnesota
$304K +$3.65K +8 +1%
CPRC
1500
Consolidated Portfolio Review Corp
New York
$304K – – –