We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1601
Blume Capital Management
California
$82K
ACA
1602
Aptus Capital Advisors
Alabama
$82K +$73.6K +250 New
EWP
1603
Engrave Wealth Partners
Texas
$78K +$70.3K +239 New
FMII
1604
Farmers & Merchants Investments Inc
Nebraska
$77K
EARNEST Partners
1605
EARNEST Partners
Georgia
$76K
HWM
1606
HighMark Wealth Management
Minnesota
$75K +$67.4K +229 New
LWM
1607
Lenox Wealth Management
Ohio
$74K +$4.41K +15 +7%
AFS
1608
Aft Forsyth & Sober
Florida
$74K +$66.2K +225 New
KPCM
1609
Kings Point Capital Management
New York
$69K -$19.1K -65 -24%
RIA
1610
RPG Investment Advisory
California
$68K -$2.94K -10 -5%
MSFP
1611
Mark Sheptoff Financial Planning
Connecticut
$68K
AIC
1612
Ameritas Investment Company
Nebraska
$66K -$139K -471 -70%
CCA
1613
Catalyst Capital Advisors
New York
$66K
CFG
1614
CKW Financial Group
Hawaii
$66K
CB
1615
Community Bank
New York
$66K
WPA
1616
West Paces Advisors
Georgia
$66K
MRCM
1617
M&R Capital Management
New Jersey
$65K
LWM
1618
Liberty Wealth Management
California
$65K +$1.47K +5 +3%
RMAM
1619
Raab & Moskowitz Asset Management
New Jersey
$65K +$58.8K +200 New
CI
1620
CX Institutional
Indiana
$64K -$2.06K -7 -3%
AWM
1621
AllSquare Wealth Management
New York
$63K -$7.06K -24 -11%
TCWM
1622
Total Clarity Wealth Management
Illinois
$60K +$53.5K +182 New
CHC
1623
City Holding Co
West Virginia
$58K
CYG
1624
Clean Yield Group
Vermont
$57K -$33.8K -115 -40%
CAM
1625
CenterStar Asset Management
Illinois
$55K