We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$12.8M -$1.12M -706 -10%
HWAM
502
Hennion & Walsh Asset Management
New Jersey
$12.7M +$1.96M +1,230 +24%
HVP
503
Hudson Value Partners
Florida
$12.7M -$634K -398 -6%
SFS
504
Stiles Financial Services
Minnesota
$12.6M +$169K +106 +2%
JIR
505
James Investment Research
Ohio
$12.5M -$382K -240 -4%
MWM
506
Meridian Wealth Management
Kentucky
$12.4M +$27.1K +17 +0.3%
EGA
507
Eagle Global Advisors
Texas
$12.4M +$33.4K +21 +0.3%
DCM
508
Donaldson Capital Management
Indiana
$12.3M +$9.57M +6,014 +3,116%
LAI
509
Legal Advantage Investments
California
$12.3M +$740K +465 +8%
TCOK
510
Trust Company of Kansas
Kansas
$12.2M -$500K -314 -5%
NIM
511
Needham Investment Management
New York
$12.2M +$557K +350 +6%
AF
512
Aviso Financial
Ontario, Canada
$12.1M +$36.6K +23 +0.4%
UIM
513
USS Investment Management
United Kingdom
$12.1M +$9.71M +6,100 New
CCM
514
Canal Capital Management
Virginia
$12.1M -$1.95M -1,226 -17%
IAAG
515
Innovative Asset Advisors Group
Connecticut
$12M +$8.48M +5,328 +784%
JGC
516
J. Goldman & Co
New York
$11.9M +$9.55M +6,000 New
OC
517
Opal Capital
Florida
$11.9M -$385K -242 -4%
GCM
518
Gibraltar Capital Management
Oklahoma
$11.8M +$19.1K +12 +0.2%
SIM
519
Seaview Investment Managers
Florida
$11.8M -$3.71M -2,328 -28%
PIM
520
Progressive Investment Management
Oregon
$11.7M +$1.48M +929 +19%
LSERS
521
Louisiana State Employees Retirement System
Louisiana
$11.7M +$159K +100 +2%
ASN
522
Advisory Services Network
Georgia
$11.7M -$627K -394 -6%
Pacer Advisors
523
Pacer Advisors
Pennsylvania
$11.6M +$4.11M +2,581 +80%
AWMS
524
Advocacy Wealth Management Services
Georgia
$11.5M -$4.48M -2,816 -33%
GL
525
Governors Lane
New York
$11.5M -$4.82M -3,028 -34%