We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1826
AllSquare Wealth Management
New York
$78K -$25K -100 -25%
CAL
1827
Capital Advisors Ltd
Ohio
$77K -$108K -430 -60%
IBOK
1828
Independence Bank of Kentucky
Kentucky
$75K -$5K -20 -7%
CCM
1829
Cribstone Capital Management
Maine
$73K – – –
HI
1830
Hudock Inc
Pennsylvania
$70K +$11.8K +47 +21%
TF
1831
TimeScale Financial
Massachusetts
$69K +$65.1K +260 New
CJA
1832
C-J Advisory
California
$67K -$4.5K -18 -7%
ST
1833
Sageworth Trust
Pennsylvania
$66K – – –
KFS
1834
Kelly Financial Services
Massachusetts
$63.9K – – –
KIG
1835
Kessler Investment Group
Indiana
$63K +$59.8K +239 New
RFM
1836
Royal Fund Management
Florida
$58K – – –
JFA
1837
JNBA Financial Advisors
Minnesota
$55K – – –
BHWM
1838
Bay Harbor Wealth Management
Maryland
$54K +$2.5K +10 +5%
VEA
1839
Virtus ETF Advisers
New York
$54K +$9.51K +38 +23%
CAM
1840
CenterStar Asset Management
Illinois
$53K – – –
SIAP
1841
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$53K – – –
HDIM
1842
Hanson & Doremus Investment Management
Vermont
$50K +$27.3K +109 +136%
BRC
1843
Bell Rock Capital
Delaware
$49K -$1.75K -7 -4%
LGWM
1844
Litman Gregory Wealth Management
California
$47K +$44.8K +179 New
UB
1845
UMB Bank
Missouri
$45.9K -$6.29M -25,151 -13%
AWM
1846
Avondale Wealth Management
Texas
$45K – – –
MWM
1847
Mascoma Wealth Management
New Hampshire
$45K – – –
FMB
1848
Field & Main Bank
Kentucky
$42K – – –
JGIA
1849
Jackson Grant Investment Advisers
Connecticut
$41K – – –
TA
1850
TCG Advisors
Texas
$41K +$12.5K +50 +50%
72 73
74
75 76