We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1326
Wealth Architects
California
$609K
CCM
1327
Cribstone Capital Management
Maine
$608K +$610K +12,090 New
OIA
1328
Optimum Investment Advisors
Illinois
$605K -$64.8K -1,286 -10%
ST
1329
Sentinel Trust
Texas
$605K +$298K +5,906 +97%
OCM
1330
Osterweis Capital Management
California
$599K -$41.4K -821 -6%
WAM
1331
Weatherly Asset Management
California
$598K +$88.5K +1,755 +17%
SSG
1332
Summit Securities Group
New York
$597K +$571K +11,318 +2,160%
FMW
1333
Farr Miller & Washington
District of Columbia
$595K
FIM
1334
Fruth Investment Management
Texas
$594K -$5.24K -104 -0.9%
LCM
1335
LVM Capital Management
Michigan
$593K
DW
1336
Domani Wealth
Pennsylvania
$593K +$220K +4,356 +59%
CAMG
1337
CWA Asset Management Group
Florida
$592K +$592K +11,740 New
AIA
1338
Allegis Investment Advisors
Idaho
$592K +$592K +11,741 New
WA
1339
WFG Advisors
Texas
$591K +$23.6K +468 +4%
AW
1340
ACG Wealth
Georgia
$590K -$196K -3,885 -25%
MBT
1341
Montecito Bank & Trust
California
$590K +$590K +11,711 New
EA
1342
Elm Advisors
California
$587K -$53.7K -1,066 -8%
HCM
1343
Harvest Capital Management
New Hampshire
$587K -$23.7K -470 -4%
SCM
1344
Stonebridge Capital Management
California
$587K -$14.6K -290 -2%
LCM
1345
Landscape Capital Management
New Jersey
$586K +$587K +11,633 New
VC
1346
Vicus Capital
Pennsylvania
$585K +$2.67K +53 +0.5%
AIA
1347
AIMZ Investment Advisors
California
$583K +$50 +1 +0%
PAWC
1348
P.A.W. Capital
Connecticut
$581K
CB
1349
Cooke & Bieler
Pennsylvania
$576K
MPWT
1350
MassMutual Private Wealth & Trust
Connecticut
$571K -$1.09M -21,637 -66%