We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
1951
Laurie J. Hall Trustee
$160K – – –
MCA
1952
Mercer Capital Advisers
New Jersey
$156K +$6.06K +50 +4%
RCG
1953
Ruggie Capital Group
Florida
$148K – – –
BWA
1954
BDO Wealth Advisors
Florida
$147K +$26.5K +219 +22%
THWM
1955
Taylor Hoffman Wealth Management
Virginia
$142K +$48.5K +400 +51%
PFA
1956
Pathway Financial Advisors
Vermont
$138K -$4.24K -35 -3%
JGIA
1957
Jackson Grant Investment Advisers
Connecticut
$138K +$20K +165 +17%
SC
1958
Slow Capital
California
$137K -$1.58K -13 -1%
AIM
1959
ARK Investment Management
Florida
$136K +$64.7K +534 +89%
RPG
1960
Risk Paradigm Group
Texas
$135K -$52.1K -430 -28%
ABA
1961
American Beacon Advisors
Texas
$131K +$5.45K +45 +4%
LA
1962
Legacy Advisors
Pennsylvania
$131K +$90.9K +750 +223%
WC
1963
Whitnell & Co
Illinois
$128K +$8.48K +70 +7%
RBC
1964
Roble Belko & Company
Pennsylvania
$124K +$18.7K +154 +18%
NIM
1965
NuWave Investment Management
New Jersey
$123K +$75.9K +626 +149%
MSA
1966
Marino Stram & Associates
Massachusetts
$122K +$242 +2 +0.2%
LWM
1967
Lenox Wealth Management
Ohio
$121K +$6.3K +52 +5%
CFN
1968
Cordasco Financial Network
Florida
$120K – – –
AI
1969
ArchPoint Investors
Florida
$120K +$60.6K +500 +100%
SEIA
1970
Signature Estate & Investment Advisors
California
$119K -$95.5K -788 -44%
CLM
1971
ClearBridge LLC (Maryland)
Maryland
$119K – – –
HDIM
1972
Hanson & Doremus Investment Management
Vermont
$117K – – –
HCM
1973
Highlander Capital Management
New Jersey
$117K – – –
ECM
1974
EII Capital Management
New York
$117K +$119K +978 New
FFW
1975
Fusion Family Wealth
New York
$114K – – –
77 78
79
80 81