We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
1876
Portland Hill Asset Management
United Kingdom
$11.1M +$221K +1,703 +2%
TWM
1877
Triton Wealth Management
Arizona
$11.1M +$322K +2,486 +3%
NDSI
1878
Newman Dignan & Sheerar Inc
Rhode Island
$11.1M -$100K -774 -0.9%
FRA
1879
Frank Rimerman Advisors
California
$11.1M
GWM
1880
Graybill Wealth Management
Illinois
$11M -$74.2K -573 -0.7%
MF
1881
Manchester Financial
California
$11M -$112K -861 -1%
HCP
1882
Hexagon Capital Partners
Arkansas
$11M -$1.55M -11,932 -13%
NCM
1883
Neumann Capital Management
California
$11M -$272K -2,100 -3%
ISWM
1884
Independent Solutions Wealth Management
New York
$11M +$405K +3,125 +4%
FPCM
1885
Financial Partners Capital Management
New York
$11M -$2.59K -20 -0%
EWM
1886
EPG Wealth Management
Georgia
$11M +$230K +1,772 +2%
RW
1887
RVW Wealth
California
$11M +$89K +687 +0.8%
MC
1888
MRJ Capital
New York
$11M +$19.4K +150 +0.2%
NAS
1889
Nicolet Advisory Services
Wisconsin
$11M +$471K +3,636 +5%
CYG
1890
Clean Yield Group
Vermont
$11M +$130 +1 +0%
AIA
1891
Allied Investment Advisors
Montana
$11M +$204K +1,576 +2%
OBGC
1892
O'Brien Greene & Co
Pennsylvania
$10.9M +$1.05M +8,075 +11%
LOPW
1893
Live Oak Private Wealth
North Carolina
$10.9M +$871K +6,723 +9%
AIM
1894
Acropolis Investment Management
Missouri
$10.9M -$571K -4,406 -5%
MC
1895
Muhlenkamp & Co
Pennsylvania
$10.9M +$17.2K +133 +0.2%
IDA
1896
Intelligence Driven Advisers
California
$10.9M +$1.16M +8,944 +13%
AB
1897
Atlas Brown
Kentucky
$10.9M +$53.9K +416 +0.5%
T
1898
TRUADVICE
Florida
$10.9M +$266K +2,054 +3%
MCM
1899
Monarch Capital Management
Indiana
$10.9M -$12.8K -99 -0.1%
GF
1900
Gries Financial
Ohio
$10.9M -$34.7K -268 -0.4%