We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1801
Chronos Wealth Management
Florida
$5.68M -$329K -4,472 -5%
FBT
1802
First Bankers Trust
Kentucky
$5.68M -$330K -4,492 -5%
FPCP
1803
Fort Point Capital Partners
California
$5.67M -$173K -2,356 -3%
IFS
1804
Ifrah Financial Services
Arkansas
$5.66M -$22.7K -308 -0.3%
GCM
1805
Gables Capital Management
Florida
$5.66M +$197K +2,680 +3%
PA
1806
Procyon Advisors
Connecticut
$5.65M +$647K +8,796 +11%
EM
1807
Excalibur Management
Massachusetts
$5.63M -$115K -1,568 -2%
PAS
1808
Partnervest Advisory Services
California
$5.63M +$793K +10,780 +14%
SFS
1809
Searcy Financial Services
Kansas
$5.62M +$6.15M +83,596 +1,739%
VSWA
1810
Vontobel Swiss Wealth Advisors
Switzerland
$5.61M -$2.39M -32,452 -27%
FCA
1811
FLC Capital Advisors
California
$5.59M -$227K -3,080 -3%
PH
1812
Pinnacle Holdings
Oklahoma
$5.58M +$389K +5,288 +6%
MPAM
1813
Murphy Pohlad Asset Management
Minnesota
$5.58M -$1.19M -16,196 -16%
SEEDPG
1814
S.E.E.D. Planning Group
New York
$5.58M -$402K -5,460 -6%
EP
1815
Eudaimonia Partners
Tennessee
$5.58M +$6.45M +87,692 New
GIA
1816
Gladstone Institutional Advisory
Florida
$5.57M +$1.32M +17,888 +26%
HCA
1817
Horan Capital Advisors
Ohio
$5.57M -$1.19M -16,196 -16%
JCM
1818
Jacobi Capital Management
Pennsylvania
$5.56M -$552K -7,512 -8%
GWMIA
1819
Global Wealth Management Investment Advisory
Florida
$5.56M -$230K -3,124 -3%
FDS
1820
Freedom Day Solutions
Texas
$5.56M -$264K -3,588 -4%
CQS
1821
Credential Qtrade Securities
$5.55M +$2.58M +35,108 +67%
NB
1822
Nicolet Bankshares
Wisconsin
$5.54M +$28.5K +388 +0.4%
FMLI
1823
Fukoku Mutual Life Insurance
Japan
$5.53M -$530K -7,200 -8%
WA
1824
Waverly Advisors
Alabama
$5.52M +$279K +3,800 +5%
FCMT
1825
Founders Capital Management (Texas)
Texas
$5.52M -$1.8M -24,444 -22%