We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
1551
Capital Investment Services of America
Wisconsin
$223K
KFA
1552
Kelleher Financial Advisors
New York
$223K
TIM
1553
Tortoise Investment Management
New York
$223K +$37.7K +261 +21%
GC
1554
Gibson Capital
Pennsylvania
$221K
PCFFS
1555
Pacific Center for Financial Services
California
$221K +$213K +1,477 New
GS
1556
Girard Securities
California
$221K +$214K +1,482 New
FI
1557
FormulaFolio Investments
Michigan
$220K +$212K +1,471 New
FNBSF
1558
First National Bank Sioux Falls
South Dakota
$219K -$62.8K -435 -23%
DWM
1559
Dorchester Wealth Management
Quebec, Canada
$219K
FPCM
1560
Financial Partners Capital Management
New York
$219K
AC
1561
Alexandria Capital
Virginia
$219K +$12.8K +89 +6%
TCM
1562
Tradewinds Capital Management
Washington
$218K +$144 +1 +0.1%
I
1563
IberiaBank
Louisiana
$218K +$866 +6 +0.4%
AP
1564
Atwood & Palmer
Missouri
$217K
FTI
1565
Fiduciary Trust International
Massachusetts
$217K +$210K +1,454 New
HCA
1566
Harbour Capital Advisors
Virginia
$216K +$70.9K +491 +51%
RWA
1567
RGT Wealth Advisors
Texas
$215K -$72.9K -505 -26%
BC
1568
Blackhill Capital
New Jersey
$214K
CCM
1569
CrestPoint Capital Management
Missouri
$214K
HC
1570
Hourglass Capital
Texas
$214K
LC
1571
LCNB Corp
Ohio
$213K +$206K +1,429 New
VCAM
1572
Van Cleef Asset Management
Ohio
$211K
AssetMark Inc
1573
AssetMark Inc
California
$210K -$4.76K -33 -2%
AF
1574
Allworth Financial
California
$210K
DWM
1575
Darwin Wealth Management
Florida
$208K -$50.2K -348 -20%