We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1001
Callan Family Office
Pennsylvania
$42.4M +$27.6M +134,945 +232%
UF
1002
Univest Financial
Pennsylvania
$42.3M -$240K -1,175 -0.6%
RC
1003
Roundview Capital
New Jersey
$42.3M +$2.11M +10,305 +6%
TM
1004
Thiel Macro
California
$42.3M +$39.4M +192,611 New
MIM
1005
Manitou Investment Management
Ontario, Canada
$42.2M +$36.4K +178 +0.1%
IAS
1006
Insigneo Advisory Services
Florida
$42.1M -$1.83M -8,946 -4%
CCP
1007
Clough Capital Partners
Massachusetts
$42.1M -$957K -4,679 -2%
TCM
1008
Trybe Capital Management
Connecticut
$41.8M
MCM
1009
Mill Capital Management
North Carolina
$41.6M -$2.01M -9,812 -5%
WA
1010
Waverly Advisors
Alabama
$41.5M +$8.36M +40,854 +28%
RC
1011
RDST Capital
Washington
$41.4M +$14.6M +71,510 +61%
PAG
1012
Private Advisory Group
Washington
$41.4M +$1.9M +9,297 +5%
LIP
1013
Liontrust Investment Partners
United Kingdom
$41.3M -$118K -576 -0.3%
BA
1014
Bristlecone Advisors
Washington
$41.2M +$175K +853 +0.5%
HCM
1015
Horiko Capital Management
New York
$41.1M -$1.68M -8,219 -4%
WANY
1016
Wealthspire Advisors (New York)
New York
$41M +$1.96M +9,594 +5%
RIG
1017
RiverFront Investment Group
Virginia
$41M +$2.98M +14,561 +8%
GRP
1018
Global Retirement Partners
California
$41M +$6.24M +30,509 +20%
AP
1019
Appleton Partners
Massachusetts
$40.9M -$1.68M -8,213 -4%
ISL
1020
Ingalls & Snyder LLC
New York
$40.9M +$89.2K +436 +0.2%
USCWA
1021
U.S. Capital Wealth Advisors
Texas
$40.9M +$4.27M +20,859 +13%
PWAM
1022
Park West Asset Management
California
$40.8M -$29.7M -145,100 -44%
TS
1023
Tamar Securities
California
$40.8M +$1.2M +5,882 +3%
CF
1024
Centaurus Financial
California
$40.7M +$1.66M +8,099 +5%
AC
1025
Armistice Capital
New York
$40.6M +$15.3M +74,590 +67%