We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1201
Shepherd Financial Partners
Massachusetts
$2.23M -$20.1K -264 -0.9%
SC
1202
Stolper & Co
Oklahoma
$2.23M +$43.7K +575 +2%
BL
1203
BFSG LLC
California
$2.22M -$20.5K -270 -0.9%
WWA
1204
WC Walker & Associates
California
$2.22M +$74K +973 +3%
AF
1205
Advisornet Financial
Minnesota
$2.22M -$1.09M -14,395 -33%
CIC
1206
Carnegie Investment Counsel
Ohio
$2.22M -$26.3K -346 -1%
SBIA
1207
Sheaff Brock Investment Advisors
Indiana
$2.21M -$395K -5,191 -15%
SIAP
1208
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.21M +$252K +3,308 +13%
RMC
1209
Regis Management Company
California
$2.21M
PT
1210
Plimoth Trust
Massachusetts
$2.2M +$22.4K +294 +1%
CC
1211
Claybrook Capital
Massachusetts
$2.2M -$1.67M -21,946 -43%
MCM
1212
McMillion Capital Management
North Carolina
$2.2M -$6.39K -84 -0.3%
WG
1213
Watchman Group
Texas
$2.2M -$109K -1,434 -5%
HIC
1214
Harvey Investment Company
Kentucky
$2.2M
LJHT
1215
Laurie J. Hall Trustee
$2.19M
AWAP
1216
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.18M -$18.1K -238 -0.8%
PFSC
1217
Peoples Financial Services Corp
Pennsylvania
$2.17M +$113K +1,480 +5%
PMG
1218
Private Management Group
California
$2.17M
MFM
1219
MD Financial Management
Ontario, Canada
$2.17M -$232K -3,044 -10%
EL
1220
EMFO LLC
Florida
$2.17M +$214K +2,816 +11%
MWM
1221
Modera Wealth Management
New Jersey
$2.16M +$14.3K +188 +0.7%
YWP
1222
YorkBridge Wealth Partners
New York
$2.16M +$19.1K +251 +0.9%
BOCM
1223
Bontempo Ohly Capital Management
Maryland
$2.16M -$8.52K -112 -0.4%
SAM
1224
Secure Asset Management
Michigan
$2.15M -$132K -1,732 -6%
RM
1225
Resource Management
Louisiana
$2.15M +$64.7K +851 +3%