We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1201
Independence Bank of Kentucky
Kentucky
$21K +$25.2K +305 New
POIA
1202
Pin Oak Investment Advisors
Texas
$19K
SIS
1203
Sound Income Strategies
Florida
$18K +$2.4K +29 +13%
TIM
1204
Tortoise Investment Management
New York
$17K -$20.7K -250 -50%
DAC
1205
Dividend Assets Capital
South Carolina
$17K
MRG
1206
Milestone Resources Group
British Virgin Islands
$17K
MA
1207
Montag & Associates
Georgia
$17K
WAS
1208
Winch Advisory Services
Wisconsin
$16K -$1.41K -17 -7%
RA
1209
Rise Advisors
New York
$16K +$2.56K +31 +16%
BWL
1210
Bogart Wealth LLC
Virginia
$16K +$4.79K +58 +34%
CWM
1211
Cedar Wealth Management
California
$15K
FIA
1212
FNY Investment Advisers
New York
$15K +$18.6K +225 New
BC
1213
Burleson & Co
California
$14K
CAL
1214
Capital Advisors Ltd
Ohio
$14K
PA
1215
PSI Advisors
Florida
$14K
SC
1216
Sawyer & Company
Massachusetts
$14K
WIM
1217
Westside Investment Management
California
$13.7K +$16.5K +200 +169%
DI
1218
Disciplined Investments
Oklahoma
$13K -$16.9K -205 -52%
ADL
1219
Asset Dedication LLC
California
$13K +$16.3K +197 New
OCM
1220
Orion Capital Management
California
$12K
BIA
1221
Bell Investment Advisors
California
$12K +$2.23K +27 +18%
EBA
1222
Eagle Bay Advisors
New York
$12K +$2.56K +31 +22%
AWM
1223
Abound Wealth Management
Tennessee
$11K +$13.3K +161 New
LWCFA
1224
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
OCM
1225
Osterweis Capital Management
California
$11K +$13.1K +158 New