We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
676
Forum Financial Management
Illinois
$1.16M -$14.1K -54 -1%
SGI
677
Summit Global Investments
Utah
$1.15M -$28.1K -108 -3%
KCM
678
KLK Capital Management
California
$1.15M -$20.8K -80 -2%
M1FG
679
Mach-1 Financial Group
Arkansas
$1.15M +$1.06M +4,071 +40,710%
HFM
680
Hartford Financial Management
Connecticut
$1.14M -$34.9K -134 -3%
AF
681
Allworth Financial
California
$1.14M -$27.3K -105 -3%
IFWM
682
Institute for Wealth Management
Colorado
$1.13M -$8.85K -34 -0.8%
WC
683
Wexford Capital
Florida
$1.13M +$1.05M +4,026 New
WSTAM
684
Wilbanks Smith & Thomas Asset Management
Virginia
$1.13M +$113K +433 +12%
AWM
685
Aries Wealth Management
Maine
$1.12M
SCM
686
Suvretta Capital Management
New York
$1.12M
RC
687
Roundview Capital
New Jersey
$1.12M +$47.7K +183 +5%
KOC
688
Koss-Olinger Consulting
Florida
$1.1M +$23.4K +90 +2%
VCA
689
Verdence Capital Advisors
Maryland
$1.1M +$57K +219 +6%
WCA
690
Westover Capital Advisors
Delaware
$1.1M +$786K +3,017 +339%
Credit Agricole
691
Credit Agricole
France
$1.1M -$109K -420 -10%
CP
692
CenterBook Partners
Connecticut
$1.09M -$393K -1,509 -28%
RFM
693
Royal Fund Management
Florida
$1.09M +$1.01M +3,887 New
WPW
694
Waldron Private Wealth
Pennsylvania
$1.09M +$59.9K +230 +6%
CCA
695
Checchi Capital Advisers
California
$1.09M -$20.3K -78 -2%
FMAEN1
696
Fund Management at Engine No 1
California
$1.08M +$59.4K +228 +6%
SWA
697
SFMG Wealth Advisors
Texas
$1.08M -$24.5K -94 -2%
IWA
698
Intercontinental Wealth Advisors
Texas
$1.08M -$19.8K -76 -2%
CL
699
CSS LLC
Illinois
$1.07M +$78.1K +300 +9%
PFGIA
700
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$427K +1,640 +77%