We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
676
Nations Financial Group
Iowa
$465K -$2.24M -19,534 -82%
LJCM
677
Lee Johnson Capital Management
Texas
$463K -$499K -4,357 -51%
M&T Bank
678
M&T Bank
New York
$462K -$22.4K -196 -4%
SFC
679
Strategic Financial Concepts
Texas
$462K +$710K +6,205 New
AFG
680
Atomi Financial Group
New York
$461K +$45.4K +397 +10%
RFC
681
Regions Financial Corp
Alabama
$456K – – –
OCM
682
One Capital Management
California
$456K – – –
BCM
683
Brookstone Capital Management
Illinois
$454K -$405K -3,538 -46%
SPC
684
Spirepoint Private Client
Florida
$450K +$474K +4,145 New
GIM
685
Gold Investment Management
Alberta, Canada
$450K – – –
SAM
686
Silvercrest Asset Management
New York
$449K -$26.4K -231 -5%
VWM
687
Venturi Wealth Management
Texas
$440K +$206K +1,803 +80%
T
688
Tableaux
Massachusetts
$437K +$461K +4,028 New
DWM
689
DWR Wealth Management
California
$437K – – –
GWM
690
GK Wealth Management
Nevada
$437K +$486K +4,250 New
HZ
691
Hixon Zuercher
Ohio
$434K – – –
MWM
692
Modera Wealth Management
New Jersey
$431K -$63.9K -558 -12%
NMCM
693
Nicholson Meyer Capital Management
Missouri
$426K -$335K -2,925 -43%
BFA
694
Beaumont Financial Advisors
Massachusetts
$420K +$1.72K +15 +0.4%
TS
695
Triglav Skladi
Slovenia
$418K +$441K +3,853 New
S
696
SharpePoint
Arizona
$416K -$72.1K -630 -14%
OAM
697
Oppenheimer Asset Management
New York
$415K +$10.1K +88 +2%
BA
698
Bridgewater Advisors
New York
$413K +$23.8K +208 +6%
HFM
699
Harvest Fund Management
China
$413K -$151K -1,321 -26%
BFIC
700
Bedell Frazier Investment Counselling
California
$402K -$2.63K -23 -0.6%