We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1626
Novare Capital Management
North Carolina
$382K +$128K +2,104 +51%
RIA
1627
Regal Investment Advisors
Michigan
$381K +$39.6K +654 +12%
SRC
1628
Stone Run Capital
New York
$380K – – –
TAM
1629
Taurus Asset Management
New York
$378K -$31.8K -524 -8%
FC
1630
Financial Consulate
Maryland
$375K +$372K +6,144 New
Lido Advisors
1631
Lido Advisors
California
$372K +$10.2K +169 +2%
HIM
1632
Hillsdale Investment Management
Ontario, Canada
$371K +$368K +6,078 New
LC
1633
Lourd Capital
California
$370K +$13.9K +230 +4%
HBT
1634
Hills Bank & Trust
Iowa
$369K -$18K -297 -5%
UFG
1635
United Fire Group
Iowa
$369K – – –
RCM
1636
RB Capital Management
Nevada
$367K +$72.4K +1,194 +25%
ZAM
1637
Zevin Asset Management
Massachusetts
$366K +$24K +396 +7%
Kovitz Investment Group Partners
1638
Kovitz Investment Group Partners
Illinois
$364K -$6.3K -104 -2%
WP
1639
WealthPLAN Partners
Nebraska
$364K +$74.8K +1,234 +26%
WA1
1640
Wimmer Associates 1
California
$362K +$10.6K +175 +3%
MG
1641
Markel Group
Virginia
$359K – – –
AWM
1642
Avior Wealth Management
Nebraska
$359K +$121 +2 +0%
KCPG
1643
Kavar Capital Partners Group
Kansas
$358K – – –
BCCM
1644
Bridge Creek Capital Management
Massachusetts
$358K +$55.6K +917 +19%
GEA
1645
Glen Eagle Advisors
New Jersey
$358K -$3.82K -63 -1%
MCM
1646
McRae Capital Management
New Jersey
$357K -$25.4K -419 -7%
BST
1647
Bath Savings Trust
Maine
$355K +$7.52K +124 +2%
PSC
1648
Prentiss Smith & Co
Vermont
$354K – – –
SG
1649
StoneX Group
New York
$352K -$2.54M -41,871 -88%
ACA
1650
Anchor Capital Advisors
Massachusetts
$351K -$138K -2,272 -28%