We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CSA
1801
Cottage Street Advisors
Massachusetts
$218K
KA
1802
Klingman & Associates
New York
$217K
PCM
1803
Pointe Capital Management
Michigan
$217K +$2K +37 +0.9%
GLA
1804
Good Life Advisors
Pennsylvania
$215K -$36.1K -668 -14%
NBG
1805
Nancy B. Gardiner
$215K -$8.48K -157 -4%
FBA
1806
Front Barnett Associates
Illinois
$215K
WC
1807
Weil Company
California
$215K
WTFG
1808
Wells Trecaso Financial Group
Ohio
$213K -$3.67K -68 -2%
CPA
1809
Clear Perspective Advisors
Illinois
$211K
CHJWM
1810
Carlton Hofferkamp & Jenks Wealth Management
Texas
$210K -$167K -3,092 -44%
BWA
1811
Burt Wealth Advisors
Maryland
$210K +$270 +5 +0.1%
ATFA
1812
All Terrain Financial Advisors
Minnesota
$209K
EBSAM
1813
Eubel Brady & Suttman Asset Management
Ohio
$209K +$216 +4 +0.1%
GAAM
1814
Guinness Atkinson Asset Management
California
$208K
MTC
1815
McDaniel Terry & Co
Texas
$208K
PHAM
1816
Palisades Hudson Asset Management
Florida
$208K
VV
1817
Verity & Verity
South Carolina
$208K +$216K +3,993 New
ACM
1818
Ashford Capital Management
Delaware
$207K
RIG
1819
Roosevelt Investment Group
New York
$206K -$43.6K -807 -17%
CPH
1820
C Partners Holding
Switzerland
$205K -$56.9K -1,053 -21%
VCM
1821
Vivaldi Capital Management
Illinois
$205K -$162 -3 -0.1%
VAS
1822
Valicenti Advisory Services
New York
$204K +$108 +2 +0.1%
CHA
1823
Cedar Hill Associates
Illinois
$203K -$103K -1,899 -33%
CIC
1824
Cornercap Investment Counsel
Georgia
$203K -$7.67K -142 -3%
DC
1825
Derby & Company
Massachusetts
$203K +$211K +3,909 New