We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1901
Capital Asset Advisory Services
Michigan
$2.16M -$7.99K -216 -0.4%
RGIA
1902
Rainier Group Investment Advisory
Washington
$2.15M +$6.66K +180 +0.3%
PAG
1903
Pinnacle Advisory Group
Maryland
$2.15M -$46.7K -1,264 -2%
KFA
1904
Kelleher Financial Advisors
New York
$2.15M +$51.5K +1,392 +2%
JDR
1905
Jay D. Rosenbaum
$2.14M -$14.8K -400 -0.7%
GI
1906
Gradient Investments
Minnesota
$2.13M +$166K +4,488 +8%
SWA
1907
Sutton Wealth Advisors
Florida
$2.13M +$183K +4,960 +9%
HAI
1908
Hennessy Advisors Inc
California
$2.12M -$228K -6,172 -9%
BE
1909
Bonness Enterprises
District of Columbia
$2.12M
PIM
1910
Profit Investment Management
Maryland
$2.12M -$324K -8,752 -13%
BCI
1911
Brinker Capital Investments
Pennsylvania
$2.11M +$138K +3,728 +7%
CSM
1912
CAMG Solamere Management
North Carolina
$2.11M -$32.4K -876 -1%
HCM
1913
Hall Capital Management
Rhode Island
$2.1M +$298K +8,052 +16%
SCM
1914
Snow Capital Management
Pennsylvania
$2.08M -$1.83M -49,600 -46%
MC
1915
Marcus Capital
Illinois
$2.08M -$296K -8,000 -12%
CCWA
1916
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.07M -$773K -20,908 -27%
PAA
1917
Peregrine Asset Advisers
Oregon
$2.07M -$3.98M -107,540 -65%
WCWM
1918
Willow Creek Wealth Management
California
$2.06M +$188K +5,076 +10%
PL
1919
Plancorp LLC
Missouri
$2.06M -$166K -4,484 -7%
RA
1920
RFG Advisory
Alabama
$2.05M +$29.9K +808 +1%
AGM
1921
Alpine Global Management
New York
$2.04M -$4.11M -111,096 -66%
AGU
1922
Alpine Group USVI
U.S. Virgin Islands
$2.04M +$2.1M +56,708 New
NIS
1923
National Investment Services
Wisconsin
$2.03M -$142K -3,836 -6%
CIAS
1924
Capital Investment Advisory Services
North Carolina
$2.02M +$10.5K +284 +0.5%
CASB
1925
Cape Ann Savings Bank
Massachusetts
$2.02M -$23.7K -640 -1%