We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CRI
1676
Colonial River Investments
Virginia
$683K -$51.4K -1,929 -7%
OIM
1677
Orca Investment Management
Oregon
$681K -$23.1K -867 -3%
FCB
1678
First County Bank
Connecticut
$681K -$130K -4,886 -17%
POIA
1679
Pin Oak Investment Advisors
Texas
$681K -$8.2K -308 -1%
GC
1680
GatePass Capital
Ohio
$679K +$27.8K +1,044 +5%
WKWM
1681
Walter & Keenan Wealth Management
Indiana
$677K -$49.3K -1,850 -7%
NorthRock Partners
1682
NorthRock Partners
Minnesota
$676K +$86.4K +3,246 +16%
OC
1683
Oarsman Capital
Wisconsin
$674K -$177K -6,650 -22%
Harel Insurance Investments & Financial Services
1684
Harel Insurance Investments & Financial Services
Israel
$674K +$639K +24,000 New
LJHT
1685
Laurie J. Hall Trustee
$671K – – –
TCBWMS
1686
Texas Capital Bank Wealth Management Services
Texas
$670K -$60.6K -2,278 -9%
QWM
1687
Quadcap Wealth Management
Texas
$667K -$33.2K -1,248 -5%
BMC
1688
Benin Management Corp
Connecticut
$666K -$21.3K -800 -3%
CCM
1689
Colorado Capital Management
Colorado
$665K -$2.5K -94 -0.4%
MA
1690
MJP Associates
Connecticut
$665K +$14.5K +545 +2%
FIM
1691
Fruth Investment Management
Texas
$664K -$29.6K -1,112 -4%
MJRIC
1692
Mogy Joel R Investment Counsel
California
$664K – – –
BWP
1693
Baldwin Wealth Partners
Massachusetts
$664K -$139K -5,238 -18%
ESB
1694
Essex Savings Bank
Connecticut
$663K +$799 +30 +0.1%
PWMG
1695
Prestige Wealth Management Group
New Jersey
$663K +$12.8K +480 +2%
OWG
1696
Oxford Wealth Group
Florida
$661K -$92.3K -3,466 -13%
SWMG
1697
Stillwater Wealth Management Group
Florida
$658K +$250K +9,395 +67%
PAS
1698
Professional Advisory Services
Florida
$657K – – –
CFP
1699
Catalyst Financial Partners
Massachusetts
$657K +$88.6K +3,327 +17%
REMPR
1700
Roof Eidam Maycock Peralta (REMP)
California
$652K – – –