We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1926
Bar Harbor Wealth Management
New Hampshire
– -$211K -1,440 Closed
NSAM
1927
North Star Asset Management
Wisconsin
– -$210K -1,432 Closed
GSEP
1928
Golden State Equity Partners
California
– -$209K -1,430 Closed
ICP
1929
Interchange Capital Partners
Pennsylvania
– -$209K -1,426 Closed
LTAS
1930
Linden Thomas Advisory Services
North Carolina
– -$209K -1,425 Closed
BFW
1931
Brady Family Wealth
Missouri
– -$208K -1,423 Closed
PI
1932
PFG Investments
New York
– -$205K -1,399 Closed
MWM
1933
Meridian Wealth Management
Kentucky
– -$204K -1,397 Closed
TIA
1934
Tiemann Investment Advisors
California
– -$204K -1,395 Closed
LSL
1935
Legacy Solutions LLC
Pennsylvania
– -$203K -1,390 Closed
GC
1936
Grimes & Company
Massachusetts
– -$202K -1,379 Closed
LF
1937
Lantz Financial
Illinois
– -$201K -1,377 Closed
FMTC
1938
Farmers & Merchants Trust Company
California
– -$201K -1,374 Closed
HP
1939
Hikari Power
Japan
– -$200K -1,370 Closed
CH
1940
Cromwell Holdings
Wyoming
– -$141K -967 Closed
PPA
1941
Painted Porch Advisors
California
– -$125K -856 Closed
SIC
1942
Salem Investment Counselors
North Carolina
– -$122K -831 Closed
GFWA
1943
Grey Fox Wealth Advisors
Delaware
– -$82K -561 Closed
RA
1944
Rise Advisors
New York
– -$78.4K -536 Closed
NC
1945
North Capital
Utah
– -$55.2K -377 Closed
ME
1946
McIlrath & Eck
Washington
– -$52.8K -361 Closed
MIFH
1947
Migdal Insurance & Financial Holdings
Israel
– -$46K -317 Closed
FFWM
1948
Future Financial Wealth Management
Ohio
– -$43.9K -300 Closed
TCM
1949
TruNorth Capital Management
Michigan
– -$42.4K -290 Closed
TIM
1950
Tortoise Investment Management
New York
– -$34.7K -237 Closed