We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1051
Cambria Investment Management
California
$706K +$96.2K +406 +13%
JPWM
1052
Jamison Private Wealth Management
Georgia
$699K -$34.4K -145 -4%
MWM
1053
Modern Wealth Management
Kansas
$697K -$271K -1,144 -25%
SI
1054
Sava Infond
Slovenia
$695K -$1.28M -5,385 -61%
GA
1055
GraniteShares Advisors
New York
$694K -$140K -593 -15%
AFC
1056
AFT Forsyth & Company
Florida
$691K -$168K -710 -17%
SW
1057
SVB Wealth
Massachusetts
$689K -$161K -680 -17%
LIP
1058
Liontrust Investment Partners
United Kingdom
$688K
SFG
1059
SNS Financial Group
Minnesota
$688K +$795K +3,355 New
HA
1060
Harfst & Associates
Wyoming
$688K -$330K -1,393 -29%
JRSI
1061
Jeter Robert S II
$685K +$726K +3,065 New
CAM
1062
Carret Asset Management
New York
$685K -$38.6K -163 -5%
C
1063
Certuity
Florida
$684K -$1.11M -4,692 -58%
BCM
1064
Bayesian Capital Management
New York
$680K +$786K +3,316 New
FAM
1065
Fulcrum Asset Management
United Kingdom
$678K -$71.8K -303 -8%
LDB
1066
Lee, Danner & Bass
Tennessee
$678K -$19K -80 -2%
BIM
1067
Baldwin Investment Management
Pennsylvania
$669K -$213K -899 -22%
LFA
1068
Legacy Financial Advisors
Kentucky
$668K -$89.8K -379 -10%
WA
1069
Waddell & Associates
Tennessee
$668K -$299K -1,263 -28%
XT
1070
XTX Topco
Cayman Islands
$667K -$947K -3,996 -55%
SA
1071
Sovran Advisors
California
$662K -$379K -1,601 -38%
CAG
1072
Cypress Advisory Group
Arizona
$659K
CWM
1073
Carolina Wealth Management
North Carolina
$658K +$761K +3,211 New
IAS
1074
Insigneo Advisory Services
Florida
$657K +$222K +938 +41%
BCM
1075
Barden Capital Management
Texas
$657K -$253K -1,067 -25%