We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1026
First Personal Financial Services
North Carolina
$392K +$280K +5,463 +242%
OPTFSNA
1027
Old Point Trust & Financial Services N A
Virginia
$391K
FVP
1028
Firefly Value Partners
Pennsylvania
$388K +$392K +7,638 New
DAM
1029
Doheny Asset Management
California
$386K -$310K -6,039 -44%
FHA
1030
First Horizon Advisors
Tennessee
$384K
HA
1031
Hamel Associates
New Jersey
$384K
WEC
1032
Winslow Evans & Crocker
Massachusetts
$379K -$390K -7,600 -50%
UBWV
1033
United Bank (West Virginia)
West Virginia
$378K +$38.7K +754 +11%
B
1034
BancorpSouth
Mississippi
$376K
DLA
1035
Douglas Lane & Associates
New York
$374K -$25.3K -494 -6%
GRP
1036
Global Retirement Partners
California
$374K +$377K +7,352 New
WIP
1037
Wellesley Investment Partners
Massachusetts
$372K +$376K +7,330 New
WI
1038
WrapManager Inc
California
$371K -$42.5K -829 -10%
MBT
1039
Montecito Bank & Trust
California
$365K -$103K -2,000 -22%
PAM
1040
Peak Asset Management
Colorado
$363K +$366K +7,137 New
SAM
1041
Security Asset Management
New York
$362K
WPA
1042
West Paces Advisors
Georgia
$355K +$358K +6,982 New
ZCA
1043
Zeke Capital Advisors
Pennsylvania
$353K +$357K +6,954 New
BHIA
1044
Birch Hill Investment Advisors
Massachusetts
$352K +$9.75K +190 +3%
ACM
1045
Alta Capital Management
Utah
$351K
BSA
1046
Braun Stacey Associates
New York
$351K
HA
1047
Harfst & Associates
Wyoming
$343K +$26.6K +518 +8%
FAG
1048
Financial Advisory Group
Texas
$340K
NME
1049
Notis-McConarty Edward
$336K -$6.77K -132 -2%
ACI
1050
Alpha Cubed Investments
California
$335K +$338K +6,587 New