We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1001
Monetary Management Group
Missouri
$490K -$159K -500 -22%
FCI
1002
Financial Counselors Inc
Kansas
$489K -$12.4K -39 -2%
GS
1003
GTS Securities
Florida
$488K -$4.92M -15,434 -90%
CDDEC
1004
Caisse Des Depots Et Consignations
France
$485K +$560K +1,757 New
SIC
1005
Samalin Investment Counsel
New York
$484K +$15K +47 +3%
JCM
1006
Jacobi Capital Management
Pennsylvania
$483K +$12.1K +38 +2%
ACM
1007
Advisors Capital Management
New Jersey
$480K +$88K +276 +19%
TFM
1008
TFC Financial Management
Massachusetts
$477K – – –
EC
1009
EntryPoint Capital
New York
$464K +$248K +777 +86%
LPFG
1010
Landing Point Financial Group
Ohio
$464K +$505K +1,584 New
BGA
1011
Battery Global Advisors
Massachusetts
$463K – – –
CAG
1012
Crestwood Advisors Group
Massachusetts
$462K +$37.9K +119 +8%
OWP
1013
Obermeyer Wealth Partners
Colorado
$460K -$1.72M -5,394 -76%
MFS
1014
Madrona Financial Services
Washington
$459K +$6.38K +20 +1%
PTC
1015
Petrus Trust Company
Texas
$459K +$529K +1,661 New
1SB
1016
1ST Source Bank
Indiana
$457K – – –
WANY
1017
Wealthspire Advisors (New York)
New York
$454K -$71.4K -224 -12%
WAP
1018
Wealthcare Advisory Partners
Pennsylvania
$453K -$48.5K -152 -8%
CCG
1019
Catalina Capital Group
California
$452K +$17.9K +56 +4%
MWM
1020
Modern Wealth Management
Kansas
$452K +$226K +709 +76%
DLA
1021
Douglas Lane & Associates
New York
$452K +$17.9K +56 +4%
CWM
1022
Cornerstone Wealth Management
Missouri
$452K +$18.2K +57 +4%
CC
1023
Chicago Capital
Illinois
$451K – – –
SWA
1024
Stratos Wealth Advisors
Ohio
$450K +$1.59K +5 +0.3%
CCA
1025
Cottonwood Capital Advisors
Utah
$450K +$231K +726 +80%