We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HW
1001
HORAN Wealth
Ohio
$3.78M +$397K +4,817 +12%
NP
1002
NorthRock Partners
Minnesota
$3.78M +$472K +5,731 +15%
DIA
1003
Dana Investment Advisors
Wisconsin
$3.78M +$233K +2,825 +7%
OC
1004
Oakworth Capital
Alabama
$3.77M -$2.8K -34 -0.1%
TNB
1005
Thomasville National Bank
Georgia
$3.77M +$34.6K +420 +0.9%
MSS
1006
Mitchell Sinkler & Starr
Pennsylvania
$3.76M -$2.55K -31 -0.1%
RHDIC
1007
R.H. Dinel Investment Counsel
California
$3.76M
NIM
1008
Northeast Investment Management
Massachusetts
$3.75M -$167K -2,029 -4%
NDSI
1009
Newman Dignan & Sheerar Inc
Rhode Island
$3.75M -$102K -1,239 -3%
SAM
1010
Sompo Asset Management
Japan
$3.75M +$204K +2,477 +6%
PTC
1011
Private Trust Company
Ohio
$3.74M +$17.1K +207 +0.5%
SAIG
1012
Semper Augustus Investments Group
Colorado
$3.73M
CHAM
1013
Clear Harbor Asset Management
Connecticut
$3.71M -$33.7K -409 -0.9%
PMWMG
1014
Parr McKnight Wealth Management Group
Minnesota
$3.71M +$75K +911 +2%
CAC
1015
Core Alternative Capital
Georgia
$3.7M -$543K -6,596 -13%
VCA
1016
Verdence Capital Advisors
Maryland
$3.7M +$25.4K +308 +0.7%
RBC
1017
Romano Brothers & Co
Illinois
$3.7M +$1.31M +15,903 +57%
DAS
1018
Dynamic Advisor Solutions
Arizona
$3.68M +$248K +3,005 +7%
FWM
1019
Finer Wealth Management
Massachusetts
$3.68M +$88.3K +1,072 +3%
MIM
1020
Montgomery Investment Management
Maryland
$3.68M -$41.2K -500 -1%
SFCL
1021
Strengthening Families & Communities LLC
Massachusetts
$3.67M +$45.1K +548 +1%
BBWA
1022
Bell & Brown Wealth Advisors
California
$3.66M +$9.55K +116 +0.3%
CNBTD
1023
Citizens National Bank Trust Department
Mississippi
$3.66M -$54.4K -660 -1%
BWM
1024
BigSur Wealth Management
Florida
$3.65M -$1.02M -12,360 -22%
CBTWT
1025
Community Bank & Trust (Waco, Texas)
Texas
$3.65M -$189K -2,295 -5%