We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1951
Bigelow Investment Advisors
Maine
$611K +$153K +3,670 +37%
ACM
1952
Aljian Capital Management
Nevada
$610K -$47.3K -1,135 -8%
PAM
1953
PCG Asset Management
New Jersey
$610K -$8.2K -197 -1%
LA
1954
Latitude Advisors
Florida
$610K -$67.9K -1,631 -11%
CAM
1955
Campion Asset Management
Virginia
$610K -$2.71K -65 -0.5%
MCWA
1956
Meadow Creek Wealth Advisors
Georgia
$609K +$6.49K +156 +1%
BIAS
1957
Beacon Investment Advisory Services
New Jersey
$608K -$15.5K -372 -3%
PB
1958
Pinnacle Bancorp
Nebraska
$606K -$36K -865 -6%
HBW
1959
Hazlett, Burt & Watson
West Virginia
$606K -$54.7K -1,313 -9%
NFC
1960
Northeast Financial Consultants
Connecticut
$606K -$24.7K -594 -4%
EIM
1961
Essex Investment Management
Massachusetts
$606K +$500 +12 +0.1%
FOA
1962
Five Oceans Advisors
California
$605K -$137K -3,291 -20%
SDWIA
1963
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$604K +$16.4K +395 +3%
MWM
1964
Maridea Wealth Management
New York
$603K +$294K +7,071 +114%
TWA
1965
Talisman Wealth Advisors
New Jersey
$602K -$39.9K -958 -7%
KIA
1966
Kraematon Investment Advisors
Massachusetts
$602K -$106K -2,553 -16%
PWP
1967
Phillips Wealth Planners
Mississippi
$602K -$6.74K -162 -1%
BCFD
1968
Boit C.F. David
$599K – – –
VHAM
1969
Van Hulzen Asset Management
California
$598K +$85.5K +2,054 +18%
PWM
1970
Purus Wealth Management
California
$597K -$16.7K -402 -3%
CWMGO
1971
Capstone Wealth Management Group (Oregon)
Oregon
$597K – – –
PAG
1972
Powers Advisory Group
Illinois
$597K +$25.5K +613 +5%
Members Trust
1973
Members Trust
Florida
$596K -$291 -7 -0.1%
TBNY
1974
Trustco Bank (New York)
New York
$595K -$38.6K -927 -7%
RPGNY
1975
Retirement Planning Group (New York)
New York
$594K +$13.2K +316 +2%