We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1501
Simon Quick Advisors
New Jersey
$356K +$133K +1,009 +48%
VW
1502
Vantage Wealth
California
$355K -$5.45M -41,392 -93%
FMLI
1503
Fukoku Mutual Life Insurance
Japan
$355K – – –
WF
1504
WoodTrust Financial
Wisconsin
$355K – – –
SMFS
1505
Squar Milner Financial Services
California
$355K +$76.6K +582 +23%
VWM
1506
Venturi Wealth Management
Texas
$355K +$163K +1,237 +66%
SSG
1507
Summit Securities Group
New York
$355K +$409K +3,110 New
WPP
1508
Whalerock Point Partners
Rhode Island
$354K +$56.2K +427 +16%
MRCM
1509
M&R Capital Management
New Jersey
$353K -$51K -388 -11%
LC
1510
LCNB Corp
Ohio
$353K +$89.8K +683 +28%
PTB
1511
Pioneer Trust Bank
Oregon
$351K – – –
KFI
1512
Key Financial Inc
Pennsylvania
$350K – – –
CS
1513
Capital Square
Tennessee
$350K +$23.3K +177 +6%
AI
1514
ArchPoint Investors
Florida
$350K +$404K +3,068 New
CP
1515
Covenant Partners
Tennessee
$350K +$404K +3,068 New
FCM
1516
Firestone Capital Management
Florida
$348K +$1.97K +15 +0.5%
CWM
1517
Connecticut Wealth Management
Connecticut
$347K +$395 +3 +0.1%
WOC
1518
West Oak Capital
California
$347K +$65.3K +496 +20%
CRIG
1519
Charter Research & Investment Group
Connecticut
$346K – – –
GWCM
1520
Godshalk Welsh Capital Management
Pennsylvania
$346K – – –
SPP
1521
Single Point Partners
Massachusetts
$346K +$65.3K +496 +20%
HFG
1522
Heron Financial Group
New York
$345K -$21.2K -161 -6%
CA
1523
Callahan Advisors
Texas
$345K -$6.71K -51 -2%
JCM
1524
Janney Capital Management
Pennsylvania
$345K +$2.24K +17 +0.6%
ECM
1525
EagleClaw Capital Management
Massachusetts
$345K +$46.3K +352 +13%