We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1101
Papamarkou Wellner Asset Management
New York
$1.99M – – –
SP
1102
Stablepoint Partners
Massachusetts
$1.99M +$33.2K +364 +2%
MFS
1103
Mattson Financial Services
Michigan
$1.99M -$1.02M -11,199 -36%
FAM
1104
Fairtree Asset Management
South Africa
$1.98M +$313K +3,430 +19%
MSS
1105
Mitchell Sinkler & Starr
Pennsylvania
$1.97M -$10.3K -113 -0.5%
GI
1106
GAMCO Investors
Connecticut
$1.97M -$81.9K -897 -4%
CPIA
1107
Cornell Pochily Investment Advisors
New York
$1.97M -$238K -2,612 -11%
CCG
1108
Chatham Capital Group
Georgia
$1.96M -$162K -1,770 -8%
PMG
1109
Private Management Group
California
$1.95M +$30K +329 +2%
TF
1110
Trek Financial
Arizona
$1.95M +$320K +3,509 +20%
ECM
1111
Element Capital Management
New York
$1.95M +$1.96M +21,500 New
XWM
1112
Xcel Wealth Management
Florida
$1.95M -$794K -8,698 -29%
HSA
1113
HBK Sorce Advisory
Pennsylvania
$1.95M +$102K +1,115 +6%
ICP
1114
Impact Capital Partners
Colorado
$1.94M -$173K -1,895 -8%
GDP
1115
Great Diamond Partners
Maine
$1.94M -$58.4K -640 -3%
OAM
1116
Oppenheimer Asset Management
New York
$1.94M -$348K -3,813 -15%
PL
1117
Parthenon LLC
Kentucky
$1.94M -$5.66K -62 -0.3%
LFS
1118
Legacy Financial Strategies
Kansas
$1.94M -$150K -1,644 -7%
FMWA
1119
Forvis Mazars Wealth Advisors
Missouri
$1.94M +$22.8K +250 +1%
SFS
1120
Stiles Financial Services
Minnesota
$1.93M -$284K -3,112 -13%
AWM
1121
Avior Wealth Management
Nebraska
$1.93M -$1.75M -19,199 -47%
SL
1122
Sentinus LLC
Illinois
$1.92M -$637K -6,982 -25%
GLR
1123
Great Lakes Retirement
Ohio
$1.92M +$255K +2,795 +15%
NERM
1124
New England Research & Management
Illinois
$1.92M -$63.9K -700 -3%
SFO
1125
Stokes Family Office
Louisiana
$1.92M -$429K -4,698 -18%