We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Wellspring Financial Advisors
1876
Wellspring Financial Advisors
Ohio
$15.4M -$532K -2,119 -3%
Beverly Hills Private Wealth
1877
Beverly Hills Private Wealth
California
$15.4M -$176K -702 -1%
Ashton Thomas Securities
1878
Ashton Thomas Securities
New York
$15.3M +$3.81M +15,170 +31%
Smithbridge Asset Management
1879
Smithbridge Asset Management
Pennsylvania
$15.3M -$983K -3,918 -6%
Brasada Capital Management
1880
Brasada Capital Management
Texas
$15.3M +$2.48M +9,882 +18%
Bellecapital
1881
Bellecapital
Switzerland
$15.3M +$1.07M +4,243 +7%
Colonial Trust
1882
Colonial Trust
South Carolina
$15.3M -$379K -1,509 -2%
Freshford Capital Management
1883
Freshford Capital Management
New York
$15.3M -$5.82M -23,206 -27%
Mine & Arao Wealth Creation & Management
1884
Mine & Arao Wealth Creation & Management
California
$15.3M +$130K +517 +0.8%
SWK
1885
Stephen W. Kidder
$15.3M +$55.2K +220 +0.3%
InterCapital
1886
InterCapital
Texas
$15.3M +$1.26M +5,000 +8%
Personal CFO Solutions
1887
Personal CFO Solutions
New Jersey
$15.2M +$1.3M +5,167 +9%
Wealth Effects
1888
Wealth Effects
Massachusetts
$15.2M +$68K +271 +0.4%
Warther Private Wealth
1889
Warther Private Wealth
Ohio
$15.2M -$1.02M -4,060 -6%
WA
1890
WP Advisors
California
$15.2M -$369K -1,471 -2%
Asset One Wealth Management
1891
Asset One Wealth Management
Washington
$15.1M +$143K +570 +1%
McGuire Investment Group
1892
McGuire Investment Group
Rhode Island
$15.1M +$2.03M +8,087 +15%
Tradition Wealth Management
1893
Tradition Wealth Management
Minnesota
$15.1M +$600K +2,389 +4%
John G. Ullman & Associates
1894
John G. Ullman & Associates
New York
$15.1M -$2.26K -9 -0%
AGC
1895
Alden Global Capital
Florida
$15.1M – – –
Pinpoint Asset Management (Singapore)
1896
Pinpoint Asset Management (Singapore)
$15M +$15.8M +63,130 New
Convergence Financial
1897
Convergence Financial
Missouri
$15M +$7.97M +31,742 +101%
Farmers & Merchants Trust Company
1898
Farmers & Merchants Trust Company
California
$15M +$44.4K +177 +0.3%
Pacific Sage Partners
1899
Pacific Sage Partners
Washington
$15M -$485K -1,932 -3%
Threadgill Financial
1900
Threadgill Financial
Texas
$15M -$100K -399 -0.6%