We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
1826
Capital Advisors Wealth Management
Washington
$340K
WCFA
1827
Walkner Condon Financial Advisors
Wisconsin
$340K
FFG
1828
Ford Financial Group
California
$337K +$47.3K +201 +18%
LBC
1829
Lawrence B. Cohen
$335K
PDM
1830
Penn Davis McFarland
Texas
$335K +$65K +276 +27%
LS
1831
Leelyn Smith
Illinois
$334K
BCM
1832
BTR Capital Management
California
$333K
ECM
1833
EagleClaw Capital Management
Massachusetts
$333K
LC
1834
Lincoln Capital
Nebraska
$333K
BG
1835
Bahl & Gaynor
Ohio
$333K +$1.41K +6 +0.5%
KIG
1836
Kowal Investment Group
Wisconsin
$333K +$36K +153 +13%
FAT
1837
First American Trust
California
$332K -$158K -672 -34%
FB
1838
First Bancorp
Maine
$332K +$302K +1,284 New
WWA
1839
WC Walker & Associates
California
$331K -$141K -600 -32%
AIP
1840
Ahrens Investment Partners
Louisiana
$331K +$31.8K +135 +12%
BO
1841
BRR OpCo
Ohio
$330K
BFG
1842
Bouchey Financial Group
New York
$328K
HP
1843
HT Partners
Connecticut
$327K +$3.53K +15 +1%
NGA
1844
Naples Global Advisors
Florida
$327K +$17.7K +75 +6%
AF
1845
Arrow Financial
New York
$326K -$24.7K -105 -8%
AAM
1846
Aureus Asset Management
Massachusetts
$326K
IFA
1847
Interactive Financial Advisors
Illinois
$326K
NEGWA
1848
New England Guild Wealth Advisors
Connecticut
$326K +$17.7K +75 +6%
BWM
1849
Baystate Wealth Management
Massachusetts
$325K -$14.8K -63 -5%
AUB
1850
Atlantic Union Bankshares
Virginia
$323K