We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1451
Whetstone Capital Advisors
Kansas
$20.5M
FNFDCM
1452
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$20.4M +$396 +2 +0%
AC
1453
AlphaCore Capital
California
$20.4M +$3.18M +16,071 +21%
RPC
1454
Rossmore Private Capital
Connecticut
$20.4M -$245K -1,237 -1%
TCA
1455
Transcend Capital Advisors
New Jersey
$20.4M -$1.84M -9,307 -9%
LSA
1456
L & S Advisors
California
$20.4M +$3.91M +19,758 +27%
BCA
1457
Bay Colony Advisors
Massachusetts
$20.4M +$203K +1,026 +1%
OPW
1458
Oxler Private Wealth
New York
$20.3M -$295K -1,490 -2%
APG
1459
Abacus Planning Group
South Carolina
$20.3M +$98.7K +499 +0.5%
AIMC
1460
Alley Investment Management Company
Illinois
$20.3M -$141K -714 -0.8%
KA
1461
Kercheville Advisors
Texas
$20.3M +$108K +544 +0.6%
RCYC
1462
Richard C. Young & Co
Rhode Island
$20.2M +$502K +2,537 +3%
OWA
1463
Octavia Wealth Advisors
Ohio
$20.2M -$502K -2,537 -3%
CAAS
1464
Capital Asset Advisory Services
Michigan
$20.2M +$2.04M +10,286 +13%
CI
1465
Cavalier Investments
Georgia
$20.2M +$3.07M +15,500 +20%
SWM
1466
Stockman Wealth Management
Montana
$20.1M +$487K +2,460 +3%
AG
1467
AlTi Global
New York
$20.1M +$1.33M +6,721 +8%
SS
1468
Sunbelt Securities
Texas
$20.1M +$492K +2,486 +3%
PBBUPS
1469
PKO BP Bankowy Universal Pension Society
Poland
$20M
GLA
1470
Good Life Advisors
Pennsylvania
$20M +$870K +4,396 +5%
CWM
1471
Cornerstone Wealth Management
Missouri
$20M +$955K +4,825 +6%
NL
1472
NKCFO LLC
Illinois
$20M
NP
1473
Nilsine Partners
Colorado
$19.9M -$416K -2,104 -2%
SWM
1474
SeaCrest Wealth Management
New York
$19.9M -$1.71M -8,642 -9%
MCM
1475
Mitchell Capital Management
Kansas
$19.9M -$7.42M -37,519 -30%