We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WF
3001
Welch & Forbes
Massachusetts
$204K +$208K +603 New
MPAM
3002
Murphy Pohlad Asset Management
Minnesota
$204K +$208K +603 New
NA
3003
Nordwand Advisors
Pennsylvania
$204K +$207K +602 New
MIAS
3004
Mason Investment Advisory Services
Virginia
$203K +$207K +601 New
WTB
3005
Washington Trust Bank
Washington
$203K -$26.5K -77 -11%
CAM
3006
Cobblestone Asset Management
Virginia
$203K +$207K +601 New
JRP
3007
Jasper Ridge Partners
California
$203K +$207K +601 New
ACGA
3008
Atlanta Consulting Group Advisors
Georgia
$203K -$42.7K -124 -17%
BFF
3009
Byrne Financial Freedom
Massachusetts
$203K +$206K +600 New
SMA
3010
Seven Mile Advisory
New Jersey
$203K -$123K -358 -37%
CGF
3011
Constant Guidance Financial
Massachusetts
$203K +$206K +600 New
CPL
3012
Corecam Pte Ltd
$203K +$206K +600 New
TAM
3013
TCP Asset Management
Ohio
$202K +$206K +599 New
SCA
3014
Sandy Cove Advisors
Massachusetts
$202K +$205K +596 New
AGC
3015
August Group Capital
$201K +$205K +596 New
BIA
3016
Barry Investment Advisors
Massachusetts
$200K +$203K +591 New
ACM
3017
Anfield Capital Management
California
$199K +$202K +587 +29,350%
IWS
3018
Intentional Wealth Strategies
Colorado
$198K +$202K +586 New
GJIA
3019
Glass Jacobson Investment Advisors
Maryland
$198K +$198K +575 +5,750%
T
3020
Tidemark
California
$197K – – –
MWA
3021
Medallion Wealth Advisors
Connecticut
$195K +$8.6K +25 +5%
ATC
3022
Adirondack Trust Company
New York
$189K -$2.75K -8 -1%
WG
3023
Wellington Group
Indiana
$188K +$77.4K +225 +68%
PAM
3024
Parvin Asset Management
South Dakota
$186K +$34.4K +100 +22%
CT
3025
Coastline Trust
Rhode Island
$179K – – –