We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MA
801
Montag & Associates
Georgia
$581K
OWA
802
Octavia Wealth Advisors
Ohio
$579K +$11K +142 +2%
FWM
803
Foresight Wealth Management
Utah
$577K +$124K +1,604 +28%
FMB
804
Field & Main Bank
Kentucky
$576K -$11.2K -145 -2%
SRC
805
Sage Rhino Capital
California
$576K +$24.1K +311 +4%
BIM
806
Baldwin Investment Management
Pennsylvania
$575K -$31K -400 -5%
BIA
807
BHK Investment Advisors
Alabama
$574K +$15.5K +200 +3%
SFG
808
SevenBridge Financial Group
Pennsylvania
$571K
RHJA
809
Rice Hall James & Associates
California
$570K -$17.4K -225 -3%
BFEC
810
Benjamin F. Edwards & Company
Missouri
$569K -$64.7K -835 -10%
Koshinski Asset Management
811
Koshinski Asset Management
Illinois
$569K +$32.3K +416 +6%
WSTAM
812
Wilbanks Smith & Thomas Asset Management
Virginia
$563K -$11.2K -145 -2%
LS
813
Livforsakringsbolaget Skandia
Sweden
$561K
WPW
814
Waldron Private Wealth
Pennsylvania
$559K +$41.2K +531 +8%
LWAC
815
Laurel Wealth Advisors (California)
California
$552K -$4.11K -53 -0.8%
JHP
816
James Hambro & Partners
United Kingdom
$551K
MWM
817
Mission Wealth Management
California
$551K +$24.5K +316 +5%
SAM
818
Sequent Asset Management
Texas
$550K -$218K -2,808 -29%
CI
819
Conning Inc
Connecticut
$548K -$45K -580 -8%
KPW
820
Kore Private Wealth
New York
$548K +$34K +438 +7%
PP
821
Palladium Partners
Virginia
$544K -$3.88K -50 -0.7%
BCCM
822
Bridge Creek Capital Management
Massachusetts
$542K +$534K +6,882 New
BHIA
823
Birch Hill Investment Advisors
Massachusetts
$539K
DA
824
Duality Advisers
Florida
$538K +$530K +6,831 New
DTL
825
Dynamic Technology Lab
Singapore
$537K -$312K -4,026 -37%