We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Confluence Wealth Management
Oregon
$1M -$580K -1,247 -26%
BPM
1302
Bowling Portfolio Management
Ohio
$1M +$951K +2,044 New
HB
1303
Homrich & Berg
Georgia
$1M +$19.5K +42 +2%
CAAS
1304
Capital Asset Advisory Services
Michigan
$1M +$4.19K +9 +0.4%
CCMG
1305
Clark Capital Management Group
Pennsylvania
$999K -$98.6K -212 -9%
BAM
1306
Brave Asset Management
New Jersey
$995K
TCM
1307
Teza Capital Management
Illinois
$990K -$1.57M -3,371 -63%
BCA
1308
Bray Capital Advisors
Florida
$987K
BL
1309
Balentine LLC
Georgia
$986K +$104K +224 +13%
BAM
1310
Belpointe Asset Management
Nevada
$982K -$10.2K -22 -1%
RC
1311
RBF Capital
California
$981K
CM
1312
Crestline Management
Texas
$981K +$14.9K +32 +2%
CDH
1313
Charles D. Hyman
$981K +$233K +500 +33%
NAM
1314
Nexpoint Asset Management
Texas
$981K +$465K +1,000 +100%
NFG
1315
Norris Financial Group
South Carolina
$977K -$190K -408 -17%
CL
1316
CIM LLC
New York
$977K +$73.5K +158 +9%
AF
1317
Allworth Financial
California
$974K
CC
1318
Cedar Capital
Illinois
$973K -$3.27M -7,023 -78%
WMA
1319
Wealth Management Associates
New Jersey
$971K
ECA
1320
Elevated Capital Advisors
Utah
$969K -$165K -354 -14%
CP
1321
Covenant Partners
Tennessee
$968K -$289K -622 -24%
ACM
1322
Azimuth Capital Management
Michigan
$968K -$39.5K -85 -4%
IFS
1323
Ifrah Financial Services
Arkansas
$960K -$20.5K -44 -2%
CCT
1324
Country Club Trust
Missouri
$960K +$100K +216 +12%
DA
1325
DSC Advisors
Illinois
$957K +$143K +307 +19%