We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MJP
1026
Michael J. Puzo
$351K -$429K -8,685 -47%
CWM
1027
Concentric Wealth Management
California
$350K -$628K -12,730 -57%
AWA
1028
Arete Wealth Advisors
Illinois
$350K +$279K +5,656 +140%
HCM
1029
Hall Capital Management
Rhode Island
$348K -$569K -11,531 -54%
PIM
1030
Penobscot Investment Management
Massachusetts
$348K -$80.9K -1,640 -15%
PL
1031
Perpetual Ltd
Australia
$348K
BDS
1032
Banco de Sabadell
Florida
$347K
GIA
1033
GHP Investment Advisors
Colorado
$346K -$152K -3,084 -24%
EF
1034
Exeter Financial
Arizona
$345K -$242K -4,911 -34%
SCM
1035
SOL Capital Management
Maryland
$343K +$139K +2,827 +42%
RI
1036
Ridgewood Investments
New Jersey
$341K
BO
1037
Bank OZK
Arkansas
$340K -$1.83K -37 -0.4%
WSC
1038
Wellington Shields & Co
New York
$339K +$464K +9,400 New
MFW
1039
Meristem Family Wealth
Minnesota
$339K +$464K +9,401 New
AB
1040
AT Bancorp
Iowa
$337K -$839 -17 -0.2%
VWM
1041
Venturi Wealth Management
Texas
$336K -$4.52M -91,698 -88%
TSWM
1042
Triangle Securities Wealth Management
North Carolina
$335K -$192K -3,891 -30%
FWM
1043
Focused Wealth Management
New York
$334K -$2.47K -50 -0.5%
LWAC
1044
Laurel Wealth Advisors (California)
California
$334K +$60.2K +1,221 +15%
BII
1045
Bainco International Investors
Massachusetts
$329K -$1.89M -38,372 -81%
SAM
1046
Smithbridge Asset Management
Pennsylvania
$329K -$1.07M -21,617 -70%
AFNAS
1047
American Financial Network Advisory Services
California
$328K -$29.3K -593 -6%
CCA
1048
Cobblestone Capital Advisors
New York
$328K +$97.1K +1,967 +28%
YMRC
1049
Yorktown Management & Research Company
Virginia
$325K
MWM
1050
Merriman Wealth Management
Washington
$325K +$113K +2,297 +38%