We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1401
Capstone Financial Advisors
Illinois
$693K +$48.1K +225 +9%
KIC
1402
Kensington Investment Counsel
California
$686K
HAS
1403
HBW Advisory Services
California
$686K +$33.1K +155 +6%
IIC
1404
Ironwood Investment Counsel
Arizona
$685K -$3.21K -15 -0.6%
AFA
1405
American Financial Advisors
Georgia
$684K -$38.9K -182 -6%
PCA
1406
Pallas Capital Advisors
Massachusetts
$683K -$26.3K -123 -4%
BRA
1407
Bender Robert & Associates
California
$683K -$8.55K -40 -2%
Acadian Asset Management
1408
Acadian Asset Management
Massachusetts
$681K -$506K -2,364 -47%
CI Investments Inc
1409
CI Investments Inc
Ontario, Canada
$681K -$14.3K -67 -3%
PIM
1410
Penobscot Investment Management
Massachusetts
$678K -$14.1K -66 -2%
IGWM
1411
ICA Group Wealth Management
Colorado
$678K +$68.2K +319 +14%
AP
1412
Adero Partners
California
$673K +$114K +532 +26%
MIC
1413
Maxi Investments CY
Cyprus
$671K
SW
1414
SlateStone Wealth
Florida
$669K -$33.8K -158 -6%
SIC
1415
Shoker Investment Counsel
Ohio
$667K
OCM
1416
Objective Capital Management
Ohio
$666K +$90.7K +424 +20%
FIB
1417
First Interstate Bank
Montana
$663K -$61.4K -287 -10%
SEIA
1418
Signature Estate & Investment Advisors
California
$662K +$61K +285 +13%
BFA
1419
Benedict Financial Advisors
Georgia
$661K +$543K +2,537 New
JWA
1420
JFS Wealth Advisors
Pennsylvania
$661K +$10.7K +50 +2%
CAM
1421
Costello Asset Management
Pennsylvania
$660K +$370K +1,730 +216%
WFA
1422
WMG Financial Advisors
Tennessee
$659K -$214K -1,000 -28%
6F
1423
626 Financial
Michigan
$658K -$820K -3,832 -60%
GFS
1424
GYL Financial Synergies
Connecticut
$658K +$10.5K +49 +2%
MIS
1425
Morningstar Investment Services
Illinois
$658K +$298K +1,394 +123%