We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2576
Kelly Financial Services
Massachusetts
$171K +$20.4K +551 +14%
MTIC
2577
Missouri Trust & Investment Company
Missouri
$170K -$8.29K -224 -5%
FP
2578
Financial Perspectives
Minnesota
$167K -$1.74K -47 -1%
EWM
2579
Evermay Wealth Management
Virginia
$166K +$24.8K +671 +18%
CPA
2580
Cowen Prime Advisors
New York
$162K – – –
CFG
2581
CKW Financial Group
Hawaii
$162K – – –
HWA
2582
HHM Wealth Advisors
Tennessee
$162K -$6.74K -182 -4%
WOSD
2583
WFA of San Diego
California
$161K -$136K -3,683 -46%
TAM
2584
Tucker Asset Management
Colorado
$160K +$42.8K +1,155 +37%
BHWM
2585
Beaird Harris Wealth Management
Texas
$158K – – –
ICM
2586
Intrepid Capital Management
Florida
$155K +$154K +4,168 New
KC
2587
Knuff & Co
California
$152K -$18.5K -500 -11%
CP
2588
Castleview Partners
Texas
$151K -$62K -1,675 -29%
PP
2589
Pacifica Partners
Canada
$149K – – –
TIM
2590
Tortoise Investment Management
New York
$148K +$40.7K +1,100 +38%
FMTCOCP
2591
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$147K +$13K +350 +10%
SA
2592
SRH Advisors
Kansas
$142K – – –
FWA
2593
FSC Wealth Advisors
New York
$141K -$15.2K -411 -10%
CPG
2594
Cornerstone Planning Group
New Jersey
$137K +$136K +3,677 New
LTI
2595
Laffer Tengler Investments
Tennessee
$135K – – –
WBC
2596
West Branch Capital
Massachusetts
$132K -$111 -3 -0.1%
TFM
2597
TFC Financial Management
Massachusetts
$130K -$46.4K -1,254 -26%
JMF
2598
Johnson Midwest Financial
Iowa
$125K +$518 +14 +0.4%
FCT
2599
First Community Trust
Iowa
$124K -$17.3K -467 -12%
BFPW
2600
BOK Financial Private Wealth
Colorado
$122K – – –