We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1876
Trek Financial
Arizona
$6.38M +$4.48M +28,980 +285%
SWM
1877
Sendero Wealth Management
Texas
$6.37M +$411K +2,660 +7%
CRCM
1878
Crystal Rock Capital Management
Illinois
$6.36M -$402K -2,600 -6%
BWA
1879
BDO Wealth Advisors
Florida
$6.36M +$74.2K +480 +1%
MJP
1880
Michael J. Puzo
$6.34M +$151K +980 +3%
ACM
1881
AUA Capital Management
Pennsylvania
$6.33M +$2.49M +16,120 +71%
IRAG
1882
Investment Research & Advisory Group
Georgia
$6.33M +$294K +1,900 +5%
WCP
1883
Welch Capital Partners
New York
$6.33M
HZ
1884
Hixon Zuercher
Ohio
$6.32M +$485K +3,140 +9%
S
1885
Surevest
California
$6.3M -$1.32M -8,560 -18%
PC
1886
Permanens Capital
New York
$6.29M -$1.21M -7,800 -17%
PP
1887
Patron Partners
Texas
$6.28M +$117K +760 +2%
AW
1888
Alaethes Wealth
Nevada
$6.28M +$121K +780 +2%
BAM
1889
Brave Asset Management
New Jersey
$6.28M +$226K +1,460 +4%
WG
1890
Welch Group
Alabama
$6.27M -$3.55M -22,960 -37%
HCM
1891
Hodges Capital Management
Texas
$6.27M +$485K +3,140 +9%
APWA
1892
Atlas Private Wealth Advisors
New Jersey
$6.27M +$170K +1,100 +3%
FAG
1893
Fortitude Advisory Group
Washington
$6.26M +$430K +2,780 +8%
MWM
1894
Mattern Wealth Management
Kansas
$6.26M +$522K +3,380 +10%
SAF
1895
Smith Anglin Financial
Texas
$6.25M -$95.8K -620 -2%
AWM
1896
Adams Wealth Management
Utah
$6.25M +$52.5K +340 +0.9%
SC
1897
Skylands Capital
Wisconsin
$6.24M -$232K -1,500 -4%
PM
1898
Precept Management
Texas
$6.23M
HFAS
1899
Hummer Financial Advisory Services
Illinois
$6.22M +$30.9K +200 +0.5%
KWMG
1900
King Wealth Management Group
Florida
$6.21M -$10.5M -68,100 -64%