We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JGUA
401
John G. Ullman & Associates
New York
$1.02M
EI
402
Ethic Inc
New York
$1.02M -$22.1K -564 -3%
SLC
403
Second Line Capital
Louisiana
$1.02M +$376K +9,610 +81%
KWMG
404
King Wealth Management Group
Florida
$1.01M
MG
405
Mather Group
Illinois
$1.01M -$901 -23 -0.1%
CCC
406
Chesapeake Capital Corp
Florida
$1M
AIC
407
Archer Investment Corporation
Indiana
$1M +$142K +3,621 +20%
EF
408
Empowered Funds
Pennsylvania
$998K +$832K +21,239 New
GCM
409
Gallacher Capital Management
Colorado
$987K +$70.5K +1,800 +9%
GSEP
410
Golden State Equity Partners
California
$987K +$317K +8,101 +63%
SCM
411
SCS Capital Management
Massachusetts
$973K -$184K -4,698 -18%
HCA
412
Harbour Capital Advisors
Virginia
$971K +$28K +715 +4%
AFW
413
Avantra Family Wealth
Pennsylvania
$969K -$662K -16,893 -45%
FFBTD
414
First Financial Bank - Trust Division
Ohio
$959K -$29K -741 -4%
CI
415
Cherokee Insurance
Michigan
$933K
KWA
416
Kingswood Wealth Advisors
California
$922K +$85.9K +2,192 +13%
EWA
417
EP Wealth Advisors
California
$919K -$76.2K -1,944 -9%
WWM
418
Western Wealth Management
Colorado
$909K -$28.1K -718 -4%
TC
419
TownSquare Capital
Utah
$908K -$28.8K -735 -4%
DA
420
Denali Advisors
California
$908K -$2.55K -65 -0.3%
AI
421
Atria Investments
North Carolina
$908K -$213K -5,448 -22%
NB
422
Nicolet Bankshares
Wisconsin
$899K +$760K +19,391 New
CII
423
Capital International Inc
California
$898K +$748K +19,100 New
PGFC
424
Peapack-Gladstone Financial Corp
New Jersey
$893K -$62K -1,583 -8%
Bank Julius Baer & Co
425
Bank Julius Baer & Co
Switzerland
$891K +$46.7K +1,191 +7%