We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
2601
GW&K Investment Management
Massachusetts
$138K +$3.86K +153 +3%
PMFA
2602
Plante Moran Financial Advisors
Michigan
$135K -$5.2K -206 -4%
EWA
2603
EQ Wealth Advisors
Texas
$134K +$136K +5,401 New
HIM
2604
Hillsdale Investment Management
Ontario, Canada
$133K -$38.5K -1,525 -22%
PS
2605
Pinney & Scofield
Massachusetts
$132K – – –
FDCP
2606
Foster Dykema Cabot & Partners
Massachusetts
$128K +$1.51K +60 +1%
PWM
2607
Peck Wealth Management
New York
$127K – – –
OP
2608
ORG Partners
Indiana
$127K +$8.5K +337 +7%
HC
2609
Hoese & Co
Minnesota
$124K – – –
CCM
2610
Copeland Capital Management
Pennsylvania
$124K – – –
LD
2611
Lipe & Dalton
New York
$123K +$57.9K +2,295 +86%
PH
2612
Pinnacle Holdings
Oklahoma
$123K +$124K +4,929 New
CWM
2613
Cedar Wealth Management
California
$122K – – –
SIC
2614
SJS Investment Consulting
Ohio
$122K +$1.54K +61 +1%
SWIM
2615
Smallwood Wealth Investment Management
New Jersey
$122K -$5.04K -200 -4%
TFGT
2616
TS Financial Group (TSFG)
Illinois
$121K -$3.98K -158 -3%
SIS
2617
Strategic Investment Solutions
Illinois
$121K +$8.47K +336 +7%
SAM
2618
Sherman Asset Management
California
$120K – – –
FUBT
2619
First United Bank & Trust
Maryland
$115K -$3.78K -150 -3%
CTB
2620
Country Trust Bank
Illinois
$115K -$7.57K -300 -6%
PCFFS
2621
Pacific Center for Financial Services
California
$115K – – –
B
2622
Bayban
Minnesota
$114K +$116K +4,585 New
CAM
2623
Chesapeake Asset Management
New York
$114K -$37.8K -1,500 -25%
LWM
2624
Lodestone Wealth Management
Washington
$113K +$114K +4,538 New
CPG
2625
Cornerstone Planning Group
New Jersey
$112K +$106K +4,194 +2,759%