We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BRM
1501
Boston Research & Management
Massachusetts
$1.01M
SIC
1502
Shoker Investment Counsel
Ohio
$1.01M +$27.7K +1,215 +3%
JWA
1503
JFS Wealth Advisors
Pennsylvania
$1.01M +$81.6K +3,585 +9%
CA
1504
Claro Advisors
Massachusetts
$1.01M -$888 -39 -0.1%
WP
1505
Wedgewood Partners
Missouri
$1M +$384K +16,881 +62%
VVP
1506
Venture Visionary Partners
Ohio
$1M -$25.3K -1,111 -2%
FTUS
1507
Flow Traders U.S.
New York
$1M +$1M +43,983 New
BCP
1508
Berkeley Capital Partners
Georgia
$1M -$85.5K -3,754 -8%
BFM
1509
Boston Financial Management
Massachusetts
$1M -$7.54K -331 -0.7%
PFA
1510
Pettinga Financial Advisors
Indiana
$1M -$78.9K -3,465 -7%
KWMG
1511
King Wealth Management Group
Florida
$1M +$228 +10 +0%
NERM
1512
New England Research & Management
Illinois
$1M -$34.7K -1,522 -3%
BHBT
1513
Burke & Herbert Bank & Trust
Virginia
$998K -$5.03K -221 -0.5%
NFG
1514
Nadler Financial Group
Illinois
$997K +$114K +5,014 +13%
CWM
1515
Cedar Wealth Management
California
$992K
GWCM
1516
Godshalk Welsh Capital Management
Pennsylvania
$985K -$49.8K -2,185 -5%
SWM
1517
Sugarloaf Wealth Management
Georgia
$985K +$22.7K +997 +2%
KPW
1518
Kore Private Wealth
New York
$983K -$1.09M -47,717 -53%
CTA
1519
Colonial Trust Advisors
South Carolina
$983K -$25.8K -1,134 -3%
JFL
1520
Jarislowsky, Fraser Ltd
Quebec, Canada
$977K +$328K +14,419 +51%
FA
1521
Faithward Advisors
Pennsylvania
$975K +$61.1K +2,685 +7%
AR
1522
Advisory Research
Illinois
$974K
RWP
1523
RWA Wealth Partners
Massachusetts
$972K +$266K +11,689 +38%
YIA
1524
YHB Investment Advisors
Connecticut
$971K -$32.7K -1,434 -3%
FBB
1525
Fulton Breakefield Broenniman
Maryland
$969K +$112K +4,899 +13%