We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1951
Capital Wealth Planning
Florida
$397K -$455K -12,515 -52%
HHAA
1952
Henry H. Armstrong Associates
Pennsylvania
$396K
GEA
1953
Glen Eagle Advisors
New Jersey
$395K +$7.38K +203 +2%
BWM
1954
BigSur Wealth Management
Florida
$394K
DSN
1955
D. Scott Neal
Kentucky
$393K +$4.73K +130 +1%
OCM
1956
Orser Capital Management
Texas
$390K -$790K -21,722 -66%
CW
1957
Cabot-Wellington
Massachusetts
$390K
FAM
1958
Fenimore Asset Management
New York
$383K
MCM
1959
MV Capital Management
Maryland
$383K +$34.7K +954 +9%
OWP
1960
Obermeyer Wealth Partners
Colorado
$382K +$78.5K +2,159 +24%
FUBT
1961
First United Bank & Trust
Maryland
$381K -$40.1K -1,102 -9%
BB
1962
Bell Bank
North Dakota
$381K -$9.6K -264 -2%
LC
1963
Lincoln Capital
Nebraska
$380K -$7.34K -202 -2%
JF
1964
JSF Financial
California
$380K -$73 -2 -0%
DAM
1965
Diamant Asset Management
Connecticut
$377K -$82.4K -2,267 -17%
WCM
1966
Weik Capital Management
Pennsylvania
$377K
AIM
1967
AIA Investment Management
Singapore
$375K +$400K +11,003 New
PHAM
1968
Palisades Hudson Asset Management
Florida
$374K
QFA
1969
Quattro Financial Advisors
Texas
$373K +$401K +11,014 New
TL
1970
TrueWealth LLC
Georgia
$372K -$40.7K -1,118 -9%
LWANC
1971
Laurel Wealth Advisors (North Carolina)
North Carolina
$372K +$2.69K +74 +0.7%
HTHT
1972
Hemenway Trust Hemenway Trust
New Hampshire
$372K +$7.2K +198 +2%
GSWM
1973
Golden State Wealth Management
California
$372K +$24.5K +674 +7%
WBG
1974
Wharton Business Group
Pennsylvania
$371K
BMM
1975
Buffington Mohr McNeal
Idaho
$371K +$16K +439 +4%