We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1876
Financial Sense Advisors
California
$1.53M +$6.51K +228 +0.4%
MIS
1877
Morningstar Investment Services
Illinois
$1.53M +$473K +16,564 +40%
NONA
1878
Ninety One North America
New York
$1.52M -$52.9K -1,852 -3%
SFPIA
1879
Stevens First Principles Investment Advisors
California
$1.52M +$732K +25,600 +80%
GHAM
1880
Gilman Hill Asset Management
Connecticut
$1.51M -$2.4K -84 -0.1%
AI
1881
ArchPoint Investors
Florida
$1.51M
BC
1882
Banced Corp
Illinois
$1.51M -$154K -5,400 -9%
RCG
1883
Ruane, Cunniff & Goldfarb
New York
$1.51M
PAS
1884
Partnervest Advisory Services
California
$1.5M +$97.4K +3,408 +6%
MFIMFI
1885
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.5M -$462K -16,152 -22%
BAM
1886
Berkshire Asset Management
Pennsylvania
$1.49M +$572 +20 +0%
OIM
1887
Orca Investment Management
Oregon
$1.48M +$5.83K +204 +0.4%
MWM
1888
Modera Wealth Management
New Jersey
$1.48M +$198K +6,936 +14%
KFP
1889
Keystone Financial Planning
Ohio
$1.48M -$2.97K -104 -0.2%
PGA
1890
Portland Global Advisors
Maine
$1.47M +$94.9K +3,320 +6%
CK
1891
Carnick & Kubik
Colorado
$1.46M +$215K +7,536 +16%
KAM
1892
Kazazian Asset Management
Florida
$1.46M -$1.67M -58,548 -51%
CPO
1893
Cerity Partners OCIO
New York
$1.46M -$287K -10,052 -15%
1GA
1894
1st Global Advisors
Texas
$1.45M -$169K -5,920 -10%
FCIM
1895
Fairview Capital Investment Management
California
$1.45M +$40.5K +1,416 +3%
AP
1896
AHL Partners
United Kingdom
$1.45M +$1.04M +36,440 +196%
PCM
1897
Pointe Capital Management
Michigan
$1.44M -$37.7K -1,320 -2%
WCWM
1898
Willow Creek Wealth Management
California
$1.44M +$114 +4 +0%
SNBOSCI
1899
Security National Bank of Sioux City Iowa
Iowa
$1.43M -$7.43K -260 -0.5%
MA
1900
MCF Advisors
Kentucky
$1.43M +$178K +6,244 +13%