We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1826
Trillium Asset Management
Massachusetts
$275K +$264K +9,310 New
WPA
1827
Winning Points Advisors
Florida
$275K +$291K +10,237 New
SHWM
1828
Smith & Howard Wealth Management
Georgia
$274K +$4.74K +167 +2%
BA
1829
Bristol Advisors
Pennsylvania
$274K +$263K +9,268 New
NED
1830
Nancy E. Dempze
$272K -$60.9K -2,145 -19%
GWA
1831
Guidant Wealth Advisors
Illinois
$272K
IP
1832
Isthmus Partners
Wisconsin
$269K +$2.81K +99 +1%
LBC
1833
Lawrence B. Cohen
$268K -$406K -14,302 -61%
RPA
1834
Rock Point Advisors
Vermont
$268K -$7.1K -250 -3%
TDC
1835
Thompson Davis & Co
Virginia
$265K -$4.29K -151 -2%
FPB
1836
First PREMIER Bank
South Dakota
$260K -$17.5K -617 -7%
CC
1837
Cedar Capital
Illinois
$260K -$10.1K -356 -4%
RGIA
1838
Rainier Group Investment Advisory
Washington
$260K -$9.82K -346 -4%
CCM
1839
Canal Capital Management
Virginia
$258K -$97K -3,417 -28%
JMFC
1840
J.M. Forbes & Co
Massachusetts
$256K -$568 -20 -0.2%
DLG
1841
Daniel L. Goodwin
$255K
CAM
1842
Chesapeake Asset Management
New York
$254K
AIM
1843
Avity Investment Management
Connecticut
$253K -$56.4K -1,986 -19%
CAW
1844
Cornerstone Advisors (Washington)
Washington
$253K
CL
1845
CIM LLC
New York
$251K
EF
1846
Empirical Finance
Pennsylvania
$251K
PWS
1847
Paragon Wealth Strategies
Florida
$250K -$13.7K -482 -5%
VNA
1848
VNBTrust National Association
Virginia
$248K
WFWM
1849
Wechter Feldman Wealth Management
New Jersey
$248K
CCM
1850
Chickasaw Capital Management
Tennessee
$245K +$6.56K +231 +3%