We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1001
Lyell Wealth Management
California
$8.5M +$1.03M +12,420 +15%
FIB
1002
First Interstate Bank
Montana
$8.49M +$3.69M +44,300 +87%
CNAM
1003
Campbell Newman Asset Management
Wisconsin
$8.49M +$36.6K +440 +0.5%
CCM
1004
Consolidated Capital Management
California
$8.48M +$3.14M +37,780 +66%
MMG
1005
Monetary Management Group
Missouri
$8.47M -$16.6K -200 -0.2%
EAM
1006
Erste Asset Management
Austria
$8.47M +$1.8M +21,620 +29%
UR
1007
USCA RIA
Texas
$8.44M -$48.3K -580 -0.6%
VFA
1008
Valeo Financial Advisors
Indiana
$8.41M +$151K +1,820 +2%
DWM
1009
Dakota Wealth Management
Florida
$8.35M +$1.14M +13,680 +17%
RWM
1010
RKL Wealth Management
Pennsylvania
$8.34M -$153K -1,840 -2%
AC
1011
Alley Company
Illinois
$8.31M +$266K +3,200 +4%
BAAM
1012
Baker Avenue Asset Management
California
$8.31M +$44.9K +540 +0.6%
ECM
1013
Exchange Capital Management
Michigan
$8.3M -$25K -300 -0.3%
CICI
1014
Capital Investment Counsel Inc
North Carolina
$8.3M +$261K +3,140 +3%
WAM
1015
Wallington Asset Management
Indiana
$8.29M +$2.42M +29,100 +45%
IFWM
1016
Institute for Wealth Management
Colorado
$8.27M -$25K -300 -0.3%
LWAC
1017
Laurel Wealth Advisors (California)
California
$8.26M +$528K +6,340 +7%
SIG
1018
Sargent Investment Group
Maryland
$8.26M -$76.6K -920 -1%
PTC
1019
Private Trust Company
Ohio
$8.26M -$61.6K -740 -0.8%
B
1020
Brightworth
Georgia
$8.24M +$64.9K +780 +0.8%
CAM
1021
Columbia Asset Management
Michigan
$8.23M +$23.3K +280 +0.3%
SFS
1022
Sowell Financial Services
Arkansas
$8.22M +$7.69M +92,360 New
IA
1023
IFP Advisors
Florida
$8.2M -$12.9M -155,360 -63%
SCM
1024
Stormborn Capital Management
Connecticut
$8.2M
LC
1025
Lincoln Capital
Nebraska
$8.16M +$228K +2,740 +3%