We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1726
Venturi Wealth Management
Texas
$531K -$116K -4,610 -20%
HAIM
1727
Hunter Associates Investment Management
Pennsylvania
$531K -$3.02K -120 -0.6%
SC
1728
SouthState Corp
Florida
$531K -$23.7K -944 -5%
EFM
1729
E Fund Management
China
$530K +$24.6K +977 +6%
IAA
1730
Ironsides Asset Advisors
North Carolina
$529K +$25 +1 +0%
BBA
1731
Baader Bank Aktiengesellschaft
Germany
$528K +$199K +7,901 +64%
CCFCSB
1732
Cape Cod Five Cents Savings Bank
Massachusetts
$528K
AWA
1733
AGH Wealth Advisors
Kansas
$526K +$4.48K +178 +1%
PIP
1734
Peachtree Investment Partners
Florida
$526K +$468K +18,603 New
HIA
1735
Harbor Investment Advisory
Maryland
$524K +$35K +1,392 +8%
NSAM
1736
North Star Asset Management
Wisconsin
$523K +$50.1K +1,993 +12%
KIG
1737
Kennedy Investment Group
New Jersey
$522K -$4.1K -163 -0.9%
ERIC
1738
Eagle Rock Investment Company
Georgia
$522K
UAML
1739
US Asset Management LLC
Pennsylvania
$522K -$1.81K -72 -0.4%
LWM
1740
Liberty Wealth Management
California
$522K -$40.2K -1,597 -8%
GSB
1741
Greenfield Savings Bank
Massachusetts
$522K -$1.84K -73 -0.4%
AAS
1742
Annex Advisory Services
Wisconsin
$521K +$37.9K +1,506 +9%
BFO
1743
Boston Family Office
Massachusetts
$520K -$2.14K -85 -0.5%
TA
1744
TruWealth Advisors
Louisiana
$519K +$109K +4,321 +31%
NCM
1745
NCM Capital Management
New Jersey
$519K
SC
1746
SummitTX Capital
Texas
$518K +$461K +18,317 New
JWBC
1747
J.W. Burns & Co
New York
$515K -$32.1K -1,275 -7%
RSVP
1748
Ramsay Stattman Vela & Price
Colorado
$515K -$73.3K -2,915 -14%
FB
1749
Finward Bancorp
Indiana
$515K -$6.19K -246 -1%
WW
1750
Waterfront Wealth
Kansas
$514K -$2.34K -93 -0.5%