We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Meyer Handelman Company
2501
Meyer Handelman Company
New York
$369K – – –
HFW
2502
Horizon Family Wealth
Illinois
$369K +$9.12K +40 +3%
HIS
2503
Harvest Investment Services
Illinois
$369K +$37.4K +164 +13%
TF
2504
Tompkins Financial
New York
$368K -$6.84K -30 -2%
CAG
2505
Curtis Advisory Group
California
$368K -$17.3K -76 -5%
WP
2506
Wealthspan Partners
Iowa
$367K -$6.16K -27 -2%
PHIMC
2507
Private Harbour Investment Management & Counsel
Ohio
$366K – – –
WCA
2508
Westover Capital Advisors
Delaware
$365K – – –
NIC
2509
Northwest Investment Counselors
Oregon
$365K +$318K +1,394 New
CG
2510
Clarus Group
Texas
$364K – – –
QWM
2511
Quaker Wealth Management
New Jersey
$364K +$317K +1,392 New
RPGK
2512
Retirement Planning Group (Kansas)
Kansas
$364K +$44K +193 +16%
WCA
2513
Waypoint Capital Advisors
Minnesota
$364K +$69.3K +304 +28%
LC
2514
Lincoln Capital
Nebraska
$364K – – –
OWM
2515
Opes Wealth Management
California
$362K -$2.05K -9 -0.6%
AFTS
2516
American Financial & Tax Strategies
New York
$361K -$8.89K -39 -3%
HTHT
2517
Hemenway Trust Hemenway Trust
New Hampshire
$360K – – –
SA
2518
Stewardship Advisors
Pennsylvania
$359K +$313K +1,373 New
Eisler Capital (UK)
2519
Eisler Capital (UK)
United Kingdom
$359K -$223K -978 -42%
BAWC
2520
Boyce & Associates Wealth Consulting
Texas
$358K -$24.6K -108 -7%
CCM
2521
Canal Capital Management
Virginia
$358K -$684 -3 -0.2%
GWAG
2522
Garrett Wealth Advisory Group
Texas
$358K – – –
GCAC
2523
Guardian Capital Advisors (Canada)
Ontario, Canada
$358K -$44.5K -195 -12%
PGWM
2524
Pitti Group Wealth Management
New York
$358K – – –
IFU
2525
iSAM Funds (UK)
United Kingdom
$357K +$312K +1,366 New