We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
Challenger Wealth Management
California
$652K -$246K -343 -30%
BCM
1002
Brookstone Capital Management
Illinois
$651K -$75.4K -105 -11%
IC
1003
Inscription Capital
Texas
$651K +$426K +594 +272%
AWC
1004
Abundance Wealth Counselors
Pennsylvania
$651K +$8.61K +12 +2%
RG
1005
Rathbones Group
United Kingdom
$651K +$353K +492 +154%
SMA
1006
Seven Mile Advisory
New Jersey
$650K -$5.74K -8 -1%
AWM
1007
Avior Wealth Management
Nebraska
$649K -$6.46K -9 -1%
RS
1008
Rakuten Securities
Japan
$648K -$506K -705 -47%
ISL
1009
Ingalls & Snyder LLC
New York
$646K -$30.9K -43 -5%
AB
1010
Atlas Brown
Kentucky
$644K +$140K +195 +32%
EWM
1011
Empirical Wealth Management
Washington
$644K +$240K +335 +72%
MJP
1012
Michael J. Puzo
$641K -$14.4K -20 -2%
CH
1013
Cromwell Holdings
Wyoming
$641K – – –
MFIM
1014
Mesirow Financial Investment Management
Illinois
$637K +$155K +216 +37%
PL
1015
Perpetual Ltd
Australia
$636K -$227K -317 -29%
AFA
1016
AA Financial Advisors
Ohio
$632K +$177K +246 +45%
TSWM
1017
Triangle Securities Wealth Management
North Carolina
$631K +$30.1K +42 +6%
MHC
1018
May Hill Capital
Massachusetts
$630K -$65.3K -91 -10%
AMCA
1019
Arthur M. Cohen & Associates
Illinois
$629K – – –
WJWM
1020
Williams Jones Wealth Management
New York
$628K +$17.2K +24 +3%
CM
1021
Capula Management
Cayman Islands
$627K -$2.39M -3,329 -81%
LTAS
1022
Linden Thomas Advisory Services
North Carolina
$626K +$194K +270 +53%
PFG
1023
PAX Financial Group
Texas
$625K -$131K -182 -19%
KWM
1024
KFG Wealth Management
Indiana
$621K +$43.1K +60 +8%
IIM
1025
Ironwood Investment Management
Massachusetts
$619K +$554K +772 New