We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CBNLCF
1526
Cognios Beta Neutral Large Cap Fund
Kansas
$665K -$270K -1,164 -28%
DP
1527
Dearborn Partners
Illinois
$664K +$45.9K +198 +7%
SMA
1528
Sage Mountain Advisors
Georgia
$661K +$45.5K +196 +7%
DCM
1529
DGS Capital Management
New Jersey
$661K +$8.82K +38 +1%
CFAM
1530
Center For Asset Management
Florida
$658K +$48.3K +208 +8%
BHWM
1531
Bar Harbor Wealth Management
New Hampshire
$657K
MLL
1532
Moody Lynn & Lieberson
Massachusetts
$655K +$295K +1,270 +76%
AWG
1533
Altus Wealth Group
Colorado
$650K +$5.57K +24 +0.8%
WPC
1534
Wedmont Private Capital
Pennsylvania
$650K -$106K -457 -14%
BIA
1535
Barry Investment Advisors
Massachusetts
$648K +$1.16K +5 +0.2%
NCM
1536
Northwest Capital Management
Oregon
$648K
CWS
1537
Cypress Wealth Services
California
$645K +$43.9K +189 +7%
QFA
1538
Quantum Financial Advisors
California
$644K
EA
1539
Emerald Advisors
Washington
$642K +$57.3K +247 +9%
EAM
1540
Empirical Asset Management
Massachusetts
$641K +$670K +2,889 New
GFS
1541
GYL Financial Synergies
Connecticut
$640K +$162K +699 +32%
BWCS
1542
Beirne Wealth Consulting Services
Connecticut
$639K
GCM
1543
Genus Capital Management
British Columbia, Canada
$639K +$668K +2,879 New
WP
1544
Westmount Partners
California
$639K -$23.7K -102 -3%
TPW
1545
Transatlantique Private Wealth
New York
$638K +$35.5K +153 +6%
LWM
1546
Lyell Wealth Management
California
$637K -$13.9K -60 -2%
CWM
1547
Chemistry Wealth Management
New York
$637K -$76.6K -330 -10%
WC
1548
Westhampton Capital
North Carolina
$635K +$13.9K +60 +2%
HCP
1549
Hexagon Capital Partners
Arkansas
$634K +$2.55K +11 +0.4%
BBI
1550
Baxter Bros Inc
Connecticut
$633K -$1.62K -7 -0.2%