We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NM
1276
NWI Management
New York
$1.25M
JCM
1277
Jacobsen Capital Management
Utah
$1.25M
CMANY
1278
Capital Management Associates (New York)
New York
$1.25M +$290K +600 +32%
KIC
1279
Kensington Investment Counsel
California
$1.25M +$1.21M +2,495 New
BPA
1280
Beacon Pointe Advisors
California
$1.24M +$349K +722 +41%
BFEC
1281
Benjamin F. Edwards & Company
Missouri
$1.23M +$59.9K +124 +5%
CAAS
1282
Capital Asset Advisory Services
Michigan
$1.23M +$207K +429 +21%
FMT
1283
First Mercantile Trust
Tennessee
$1.23M -$148K -306 -11%
AL
1284
Aspiriant LLC
California
$1.23M +$5.31K +11 +0.4%
LCM
1285
LCM Capital Management
Illinois
$1.23M +$1.16M +2,407 New
DC
1286
Diametric Capital
Massachusetts
$1.22M +$1.18M +2,441 New
WA
1287
WP Advisors
California
$1.22M
LSAG
1288
Lake Street Advisors Group
New Hampshire
$1.22M +$6.76K +14 +0.6%
IFG
1289
Independent Financial Group
California
$1.21M +$75.8K +157 +7%
MFGM
1290
Marshall Financial Group (Maryland)
Maryland
$1.21M +$1.17M +2,428 New
MWM
1291
Mission Wealth Management
California
$1.2M +$144K +299 +14%
ASBI
1292
American State Bank (Iowa)
Iowa
$1.2M +$1.16M +2,405 New
SBSB
1293
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.2M +$140K +289 +14%
PWP
1294
Principle Wealth Partners
Connecticut
$1.2M +$724K +1,499 +167%
HT
1295
Heritage Trust
Oklahoma
$1.2M +$3.87K +8 +0.3%
CSIC
1296
Clifford Swan Investment Counsel
California
$1.19M
ACM
1297
Advisors Capital Management
New Jersey
$1.19M -$50.2K -104 -4%
JFA
1298
Johanson Financial Advisors
California
$1.19M -$14.5K -30 -1%
CI
1299
CX Institutional
Indiana
$1.19M +$333K +690 +41%
SCM
1300
Southport Capital Management
Tennessee
$1.18M -$37.7K -78 -3%