We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1301
Donaldson Capital Management
Indiana
$4.46M +$981K +10,580 +26%
NO
1302
Ninety One
South Africa
$4.46M -$126K -1,360 -3%
ATFA
1303
All Terrain Financial Advisors
Minnesota
$4.46M
CIM
1304
Corda Investment Management
Texas
$4.46M +$276K +2,980 +6%
GAG
1305
GM Advisory Group
New York
$4.45M -$3.71K -40 -0.1%
SAM
1306
Security Asset Management
New York
$4.45M +$40.8K +440 +0.9%
JPC
1307
Jabodon PT Co
Nevada
$4.43M +$4.73M +51,040 New
CFMC
1308
Curbstone Financial Management Corp
New Hampshire
$4.42M -$126K -1,360 -3%
IA
1309
Icon Advisers
Colorado
$4.42M +$92.7K +1,000 +2%
BO
1310
BRR OpCo
Ohio
$4.41M +$423K +4,560 +10%
FIM
1311
Frontier Investment Management
Texas
$4.41M -$111K -1,200 -2%
CG
1312
CFO4Life Group
Texas
$4.4M -$46.4K -500 -1%
RFWA
1313
RPg Family Wealth Advisory
Massachusetts
$4.38M -$156K -1,680 -3%
CIM
1314
CIM Investment Management
Pennsylvania
$4.38M -$453K -4,880 -9%
ACM
1315
Alpha Capital Management
Texas
$4.37M +$106K +1,140 +2%
HHMI
1316
Howard Hughes Medical Institute
Maryland
$4.34M
SCG
1317
Sonata Capital Group
Washington
$4.33M -$927K -10,000 -17%
APP
1318
Avantax Planning Partners
Iowa
$4.32M +$152K +1,640 +3%
ARMC
1319
American Research & Management Company
Massachusetts
$4.32M +$16.7K +180 +0.4%
AAMA
1320
Advanced Asset Management Advisors
Ohio
$4.31M +$37.1K +400 +0.8%
PWAG
1321
Polaris Wealth Advisory Group
California
$4.29M -$701K -7,560 -13%
SCA
1322
Spearhead Capital Advisors
Florida
$4.29M +$79.7K +860 +2%
SWM
1323
SVA Wealth Management
Wisconsin
$4.28M +$475K +5,120 +12%
CAM
1324
Carret Asset Management
New York
$4.27M +$261K +2,820 +6%
ACM
1325
Avalon Capital Management
California
$4.26M -$384K -4,140 -8%