We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CMO
1926
Covenant Multifamily Offices
Texas
– -$194K -2,236 Closed
WIC
1927
Whitegate Investment Counselors
New Hampshire
– -$226K -2,235 Closed
VNB
1928
Virginia National Bank
Virginia
– -$225K -2,223 Closed
CBA
1929
Coastal Bridge Advisors
Connecticut
– -$224K -2,212 Closed
GA
1930
Geller Advisors
New York
– -$224K -2,205 Closed
HC
1931
Hourglass Capital
Texas
– -$223K -2,200 Closed
SCM
1932
Schnieders Capital Management
California
– -$223K -2,200 Closed
SC
1933
Searle & Co
Connecticut
– -$222K -2,195 Closed
PCWA
1934
Pacific Capital Wealth Advisors
California
– -$221K -2,184 Closed
MIM
1935
Moseley Investment Management
Florida
– -$221K -2,181 Closed
MKC
1936
M. Kraus & Co
Vermont
– -$220K -2,176 Closed
OWM
1937
Opes Wealth Management
California
– -$220K -2,176 Closed
PP
1938
Parplus Partners
New York
– -$220K -2,175 Closed
PCM
1939
Princeton Capital Management
New Jersey
– -$216K -2,172 Closed
DP
1940
Denver PWM
Colorado
– -$221K -2,167 Closed
PIA
1941
Perennial Investment Advisors
California
– -$219K -2,166 Closed
LC
1942
Landaas & Company
Wisconsin
– -$219K -2,160 Closed
NCM
1943
Nelson Capital Management
California
– -$219K -2,160 Closed
EWM
1944
Evermay Wealth Management
Virginia
– -$218K -2,156 Closed
AFC
1945
AFT Forsyth & Company
Florida
– -$218K -2,152 Closed
LC
1946
Lavaca Capital
Texas
– -$218K -2,151 Closed
HC
1947
HNP Capital
New York
– -$215K -2,127 Closed
BCM
1948
Brookmont Capital Management
Texas
– -$215K -2,120 Closed
WI
1949
Wedgewood Investors
Pennsylvania
– -$214K -2,114 Closed
Mather Group
1950
Mather Group
Illinois
– -$214K -2,109 Closed