We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1851
Waterloo Capital
Texas
$12.9M +$1.03M +4,560 +8%
IA
1852
IFG Advisory
Georgia
$12.9M -$222K -980 -2%
ACM
1853
Ariose Capital Management
Hong Kong
$12.8M +$13.2M +58,512 New
SL
1854
Siren LLC
Connecticut
$12.8M +$453K +2,000 +4%
MCG
1855
McCollum Christoferson Group
New York
$12.8M +$386K +1,707 +3%
MASUI
1856
MIRAE ASSET SECURITIES (USA) INC.
New York
$12.8M +$13.2M +58,198 New
CIG
1857
Cullen Investment Group
Louisiana
$12.8M +$210K +928 +2%
PTP
1858
Platform Technology Partners
New York
$12.7M +$342K +1,511 +3%
GSEP
1859
Golden State Equity Partners
California
$12.7M +$106K +470 +0.8%
MJP
1860
Michael J. Puzo
$12.7M -$80.8K -357 -0.6%
BWP
1861
Balboa Wealth Partners
Arizona
$12.7M -$83.1K -367 -0.6%
SIS
1862
Sound Income Strategies
Florida
$12.7M +$140K +617 +1%
TL
1863
Tradewinds LLC
North Carolina
$12.7M +$11.7M +51,705 +824%
AF
1864
Advisornet Financial
Minnesota
$12.7M +$4.13M +18,253 +46%
CPA
1865
Capital Planning Advisors
California
$12.6M -$840K -3,710 -6%
SWA
1866
SOA Wealth Advisors
New York
$12.6M +$225K +996 +1%
TPCM
1867
Templeton & Phillips Capital Management
Tennessee
$12.5M -$1.25M -5,510 -9%
KA
1868
Klingman & Associates
New York
$12.5M +$1.32M +5,832 +11%
JCM
1869
Janney Capital Management
Pennsylvania
$12.5M -$399K -1,763 -3%
AA
1870
Advisory Alpha
Michigan
$12.5M +$1.06M +4,679 +9%
CCT
1871
Chemung Canal Trust
New York
$12.4M -$45.9K -203 -0.4%
LA
1872
Legacy Advisors
Pennsylvania
$12.4M +$12.8M +56,658 New
SFS
1873
Searcy Financial Services
Kansas
$12.4M +$12.9K +57 +0.1%
WIC
1874
WealthBridge Investment Counsel
Alberta, Canada
$12.4M -$78.1K -345 -0.6%
LWANC
1875
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.4M +$226K +999 +2%