We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1901
Almanack Investment Partners
Pennsylvania
$356K +$144K +228 +58%
PCMC
1902
Private Capital Management (Colorado)
Colorado
$356K +$389K +618 New
WG
1903
Welch Group
Alabama
$355K +$122K +194 +46%
RSWM
1904
Robertson Stephens Wealth Management
California
$349K -$258K -410 -40%
AMCA
1905
Arthur M. Cohen & Associates
Illinois
$349K +$22.7K +36 +6%
CCC
1906
Chelsea Counsel Company
California
$348K
CC
1907
Constitution Capital
Connecticut
$345K -$62.9K -100 -14%
NF
1908
Nikulski Financial
Iowa
$345K -$62.9K -100 -14%
PP
1909
Pegasus Partners
Wisconsin
$345K -$47.2K -75 -11%
PMG
1910
Private Management Group
California
$345K
CI
1911
CX Institutional
Indiana
$344K -$8.81K -14 -2%
OGF
1912
Orin Green Financial
California
$344K +$1.26K +2 +0.3%
PPP
1913
Private Portfolio Partners
New Jersey
$343K +$10.7K +17 +3%
KWM
1914
Keebeck Wealth Management
Illinois
$343K -$422K -670 -53%
EBT
1915
Enterprise Bank & Trust
Massachusetts
$341K -$15.7K -25 -4%
MPIA
1916
Mountain Pacific Investment Advisers
Idaho
$341K
RIM
1917
Redwood Investment Management
Arizona
$340K -$126K -200 -25%
CCMD
1918
Cypress Capital Management (Delaware)
Delaware
$340K
OWA
1919
Octavia Wealth Advisors
Ohio
$338K +$17K +27 +5%
MIG
1920
McGuire Investment Group
Rhode Island
$337K
BG
1921
Bahl & Gaynor
Ohio
$336K
VWM
1922
Valley Wealth Managers
New Jersey
$335K +$6.92K +11 +2%
AC
1923
Addison Capital
Pennsylvania
$331K +$17.6K +28 +5%
TNA
1924
True North Advisors
Texas
$329K +$6.92K +11 +2%
CPIA
1925
Cornell Pochily Investment Advisors
New York
$329K +$88.1K +140 +32%