We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
1701
White Lighthouse Investment Management
Massachusetts
$354K
GWMIA
1702
Global Wealth Management Investment Advisory
Florida
$353K
EP
1703
Eudaimonia Partners
Tennessee
$353K +$4.33K +19 +1%
OAM
1704
Oberweis Asset Management
Illinois
$352K -$4.33K -19 -1%
PIA
1705
Perennial Investment Advisors
California
$352K +$5.25K +23 +2%
XF
1706
XML Financial
Maryland
$351K +$228 +1 +0.1%
CFA
1707
CWS Financial Advisors
Michigan
$350K -$19.9K -87 -6%
WBG
1708
Wharton Business Group
Pennsylvania
$350K +$22.8K +100 +7%
NRS
1709
Neville Rodie & Shaw
New York
$349K
FCM
1710
Fortis Capital Management
Washington
$348K
MWM
1711
Merriman Wealth Management
Washington
$347K -$56.4K -247 -14%
JCM
1712
Janney Capital Management
Pennsylvania
$347K -$3.42K -15 -1%
SCM
1713
Southport Capital Management
Tennessee
$347K +$76K +333 +29%
AC
1714
Apella Capital
Connecticut
$346K
PFA
1715
Pure Financial Advisors
California
$346K +$9.13K +40 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1716
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$343K -$96.6M -423,602 -100%
JWBC
1717
John W. Bristol & Co
New York
$342K
YMRC
1718
Yorktown Management & Research Company
Virginia
$342K +$331K +1,450 New
DWM
1719
Destination Wealth Management
California
$340K -$75.3K -330 -19%
NFG
1720
Nadler Financial Group
Illinois
$340K +$1.14K +5 +0.3%
LSA
1721
L & S Advisors
California
$338K -$5.8M -25,408 -95%
TCB
1722
Texas Capital Bancshares
Texas
$338K -$2.74K -12 -0.8%
TF
1723
Trek Financial
Arizona
$337K +$56.6K +248 +21%
HCA
1724
Harbour Capital Advisors
Virginia
$336K
HCM
1725
Hutchinson Capital Management
California
$336K +$228 +1 +0.1%