We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
1551
Jolley Asset Management
North Carolina
$4.56M -$89.7K -2,312 -2%
CIM
1552
Corda Investment Management
Texas
$4.56M -$1.02M -26,372 -18%
HCA
1553
Harbour Capital Advisors
Virginia
$4.56M -$273K -7,040 -6%
TW
1554
Transform Wealth
Colorado
$4.56M +$1.37M +35,260 +42%
NIM
1555
Needham Investment Management
New York
$4.55M
WP
1556
WealthSource Partners
California
$4.54M -$31.7K -816 -0.7%
CCM
1557
CrestPoint Capital Management
Missouri
$4.53M -$62.1K -1,600 -1%
BRM
1558
Boston Research & Management
Massachusetts
$4.52M -$33.7K -868 -0.7%
PWAG
1559
Polaris Wealth Advisory Group
California
$4.51M -$26.4K -680 -0.6%
HMS
1560
Hanseatic Management Services
New Mexico
$4.5M -$4.63M -119,252 -51%
SWM
1561
Stockman Wealth Management
Montana
$4.5M +$3.09M +79,708 +215%
FFSOTS
1562
Fiduciary Financial Services of The Southwest
Texas
$4.5M +$648K +16,704 +17%
ABP
1563
Arthur B. Page
$4.49M -$71.4K -1,840 -2%
CC
1564
Capital Counsel
New York
$4.49M
IGGA
1565
Iron Gate Global Advisors
Utah
$4.47M +$1.31M +33,808 +41%
WA
1566
Waverly Advisors
Alabama
$4.47M -$205K -5,296 -4%
PAM
1567
Paradigm Asset Management
New York
$4.46M -$1.58M -40,800 -26%
GI
1568
GS Investments
Minnesota
$4.45M -$27.2K -700 -0.6%
PL
1569
Parthenon LLC
Kentucky
$4.44M +$214K +5,516 +5%
TI
1570
Truepoint Inc
Ohio
$4.44M +$70.6K +1,820 +2%
AAS
1571
Annex Advisory Services
Wisconsin
$4.43M -$15.7K -404 -0.4%
BCM
1572
Brown Capital Management
Maryland
$4.42M -$546K -14,072 -11%
SXL
1573
Summit X LLC
Missouri
$4.41M +$2.3M +59,392 +108%
BAM
1574
Brave Asset Management
New Jersey
$4.39M -$487K -12,560 -10%
CA
1575
Capital Advantage
California
$4.39M +$450K +11,604 +11%