We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
2101
Capital Advisors Ltd
Ohio
$411K -$1.14K -41 -0.3%
EFH
2102
Eaton Financial Holdings
Florida
$410K -$43.9K -1,581 -10%
CA
2103
Crewe Advisors
Utah
$409K +$409K +14,750 New
SF
2104
Summit Financial
New Jersey
$409K -$38.8K -1,399 -9%
SMH
2105
Sanders Morris Harris
Texas
$408K +$408K +14,715 New
AA
2106
Alta Advisers
United Kingdom
$408K
HP
2107
Holistic Planning
Texas
$407K -$32.4K -1,167 -7%
WPIC
2108
White Pine Investment Company
Michigan
$406K -$385K -13,878 -49%
IFAM
2109
Institutional & Family Asset Management
Colorado
$406K -$3.11K -112 -0.8%
NA
2110
Navellier & Associates
Nevada
$406K
SCM
2111
Sterneck Capital Management
Missouri
$406K +$11.8K +426 +3%
SAMC
2112
Spectrum Asset Management (California)
California
$405K +$405K +14,600 New
PWM
2113
Proathlete Wealth Management
Florida
$405K +$1.22K +44 +0.3%
OL
2114
OneFund LLC
Florida
$403K -$11.1K -400 -3%
SCM
2115
Sage Capital Management
New Jersey
$402K -$166K -5,986 -29%
TWP
2116
TFO Wealth Partners
Ohio
$402K -$329K -11,843 -45%
KCIC
2117
Kuhn & Co Investment Counsel
Illinois
$402K +$402K +14,470 New
MCWS
2118
McKinley Carter Wealth Services
West Virginia
$401K -$11.8K -427 -3%
WTFG
2119
Wells Trecaso Financial Group
Ohio
$400K -$24.9K -899 -6%
BIM
2120
Baldwin Investment Management
Pennsylvania
$397K -$31.2K -1,125 -7%
CPA
2121
Capital Planning Advisors
California
$397K +$5.13K +185 +1%
MSWM
2122
McGlone Suttner Wealth Management
Wisconsin
$397K +$34.2K +1,234 +9%
FAT
2123
First American Trust
California
$397K +$2.94K +106 +0.7%
KWM
2124
Kaydan Wealth Management
Michigan
$396K -$25.3K -910 -6%
FIB
2125
First Interstate Bank
Montana
$396K +$2.52K +91 +0.6%