We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SEC
1526
Seven Eight Capital
New York
$3.79M +$3.71M +130,800 New
UF
1527
Univest Financial
Pennsylvania
$3.78M -$1.13M -39,976 -23%
HCP
1528
Holt Capital Partners
Texas
$3.77M -$172K -6,080 -4%
DWT
1529
Dorsey & Whitney Trust
South Dakota
$3.77M +$26K +916 +0.7%
GAG
1530
GM Advisory Group
New York
$3.75M -$35.4K -1,248 -1%
BRM
1531
Boston Research & Management
Massachusetts
$3.75M +$31.8K +1,120 +0.9%
CGI
1532
CI Global Investments
California
$3.74M -$103M -3,616,200 -97%
CWA
1533
Cypress Wealth Advisors
California
$3.74M -$77.6K -2,736 -2%
HPIA
1534
Hamilton Point Investment Advisors
North Carolina
$3.73M +$14.7K +520 +0.4%
MAM
1535
Majedie Asset Management
United Kingdom
$3.72M -$2.76M -97,196 -43%
GXMC
1536
Global X Management Company
New York
$3.71M +$397K +14,020 +12%
CCM
1537
CrestPoint Capital Management
Missouri
$3.71M -$113K -4,000 -3%
LC
1538
Lourd Capital
California
$3.68M +$183K +6,444 +5%
AI
1539
ArchPoint Investors
Florida
$3.67M -$1.59M -56,000 -31%
TI
1540
Truepoint Inc
Ohio
$3.67M -$846K -29,832 -21%
NHC
1541
Nicholas Hoffman & Company
Georgia
$3.67M -$40.4K -1,424 -1%
DBIA
1542
Dumont & Blake Investment Advisors
New Jersey
$3.66M +$14.4K +508 +0.4%
CIM
1543
Corda Investment Management
Texas
$3.64M +$1.75M +61,824 +97%
AIA
1544
AIMZ Investment Advisors
California
$3.63M -$18K -636 -0.5%
CPA
1545
Capital Planning Advisors
California
$3.62M -$244K -8,612 -6%
BGC
1546
Blue Granite Capital
South Carolina
$3.62M +$3.54M +124,920 New
RFS
1547
Rockefeller Financial Services
New York
$3.61M +$170K +6,008 +5%
EM
1548
Excalibur Management
Massachusetts
$3.6M +$65.1K +2,296 +2%
NME
1549
Notis-McConarty Edward
$3.59M +$223K +7,860 +7%
JSL
1550
JT Stratford LLC
Georgia
$3.59M +$3.52M +124,016 New