We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
926
Center for Financial Planning
Michigan
$865K -$10.8K -114 -1%
VFG
927
V2 Financial group
Illinois
$862K +$20.7K +219 +2%
FCCM
928
First City Capital Management
Georgia
$862K +$42.2K +447 +5%
BMO
929
Beck Mack & Oliver
New York
$860K
KA
930
Kovack Advisors
Florida
$857K +$347K +3,680 +61%
SIA
931
Soltis Investment Advisors
Utah
$856K -$3.05M -32,302 -77%
CIC
932
Crawford Investment Counsel
Georgia
$856K -$178K -1,892 -16%
GWM
933
Geneos Wealth Management
Colorado
$851K -$10.7K -113 -1%
MWM
934
Modera Wealth Management
New Jersey
$850K -$107K -1,132 -10%
NHT
935
New Hampshire Trust
New Hampshire
$850K +$5.85K +62 +0.6%
LTAS
936
Linden Thomas Advisory Services
North Carolina
$849K +$150K +1,587 +20%
AFM
937
Abbot Financial Management
Massachusetts
$848K -$27.3K -289 -3%
NERM
938
New England Research & Management
Illinois
$847K -$11.3K -120 -1%
JWM
939
JGP Wealth Management
Oregon
$847K +$511K +5,414 +128%
SCM
940
Stonebridge Capital Management
California
$846K -$22.5K -239 -2%
BEC
941
Blue Edge Capital
Virginia
$841K
PCIA
942
Prime Capital Investment Advisors
Kansas
$838K -$1.4M -14,811 -61%
CAI
943
Capital Advisors Inc
Oklahoma
$835K -$11.6K -123 -1%
GF
944
Gries Financial
Ohio
$833K -$31.9K -338 -3%
BIA
945
Bigelow Investment Advisors
Maine
$832K -$114K -1,206 -11%
LWCFA
946
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$830K -$381K -4,038 -30%
XF
947
XML Financial
Maryland
$829K +$68.7K +728 +8%
PWA
948
Providence Wealth Advisors
Illinois
$828K +$11.5K +122 +1%
SL
949
Sentinus LLC
Illinois
$828K +$888K +9,420 New
FLPIM
950
F.L. Putnam Investment Management
Massachusetts
$826K -$742K -7,864 -46%