We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1626
Klingman & Associates
New York
$1.21M -$37.8K -474 -3%
OPTFSNA
1627
Old Point Trust & Financial Services N A
Virginia
$1.2M +$31.9K +400 +3%
CBT
1628
Central Bank & Trust
Kentucky
$1.2M +$56.4K +708 +5%
FAM
1629
Formidable Asset Management
Ohio
$1.2M -$30.5K -383 -2%
SQA
1630
Simon Quick Advisors
New Jersey
$1.2M +$577K +7,244 +86%
LHC
1631
Little House Capital
Massachusetts
$1.2M -$2.23K -28 -0.2%
WEPOG
1632
Wealth Enhancement & Preservation of GA
Georgia
$1.2M +$49.1K +616 +4%
CCM
1633
Chiron Capital Management
Florida
$1.2M -$629K -7,899 -34%
HWIS
1634
Hancock Whitney Investment Services
Louisiana
$1.19M +$1.23M +15,499 New
GLLW
1635
Graves Light Lenhart Wealth
Virginia
$1.19M -$6.05K -76 -0.5%
FWP
1636
FAS Wealth Partners
Kansas
$1.19M -$31.9K -400 -3%
CFFP
1637
Center for Financial Planning
Michigan
$1.19M +$326K +4,094 +36%
AGP
1638
Autumn Glory Partners
Texas
$1.18M +$1.23M +15,388 New
SWMP
1639
Signature Wealth Management Partners
New Jersey
$1.18M +$3.98K +50 +0.3%
TCWM
1640
Total Clarity Wealth Management
Illinois
$1.18M -$17.3K -217 -1%
GDP
1641
Great Diamond Partners
Maine
$1.17M -$80.3K -1,008 -6%
SWM
1642
Segment Wealth Management
Texas
$1.17M +$221K +2,778 +22%
BIA
1643
Bigelow Investment Advisors
Maine
$1.17M +$2.55K +32 +0.2%
PIG
1644
Pantheon Investment Group
California
$1.16M -$209K -2,627 -15%
SCI
1645
Stableford Capital II
Arizona
$1.16M +$688K +8,638 +141%
PGA
1646
Portland Global Advisors
Maine
$1.16M -$796 -10 -0.1%
WDG
1647
Wealth Dimensions Group
Ohio
$1.16M +$53.1K +667 +5%
M
1648
Mirova
France
$1.15M -$1.8M -22,558 -60%
CPIA
1649
Cornell Pochily Investment Advisors
New York
$1.15M +$29.3K +368 +3%
FCM
1650
Fourpath Capital Management
Oklahoma
$1.15M +$1.19M +14,949 New