We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
501
Sentry Investment Management
Wisconsin
$602K
CA
502
Cetera Advisors
Colorado
$595K -$19.2K -142 -3%
CC
503
Courier Capital
New York
$589K
HI
504
Horizon Investments
North Carolina
$586K -$20.4K -151 -3%
IFAM
505
Institutional & Family Asset Management
Colorado
$584K -$11.5K -85 -2%
CIM
506
Cambria Investment Management
California
$584K +$592K +4,384 New
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$579K
FMWA
508
Forvis Mazars Wealth Advisors
Missouri
$579K +$2.29K +17 +0.4%
CCM
509
Catawba Capital Management
Virginia
$577K -$18.9K -140 -3%
RCM
510
Radnor Capital Management
Pennsylvania
$577K
OIA
511
Optimum Investment Advisors
Illinois
$565K
SCM
512
Schnieders Capital Management
California
$563K -$15.5K -115 -3%
MWM
513
Meridian Wealth Management
Kentucky
$562K -$2.56K -19 -0.4%
FNBOMD
514
First National Bank of Mount Dora
Florida
$561K -$11.3K -84 -2%
SBH
515
Segall Bryant & Hamill
Illinois
$561K +$568K +4,211 New
ADMI
516
Albert D. Mason Inc
Massachusetts
$558K -$201K -1,487 -26%
EFSCE
517
Enterprise Financial Services Corp (EFSC)
Missouri
$556K -$1.62K -12 -0.3%
SGCA
518
Steel Grove Capital Advisors
Tennessee
$555K +$85.8K +636 +18%
HTC
519
Haverford Trust Company
Pennsylvania
$554K
EDRH
520
Edmond de Rothschild Holding
Switzerland
$547K -$38.9K -288 -7%
Mariner
521
Mariner
Kansas
$547K -$4.59K -34 -0.8%
WA
522
Waverly Advisors
Alabama
$547K +$4.99K +37 +0.9%
CHJWM
523
Carlton Hofferkamp & Jenks Wealth Management
Texas
$546K +$20.2K +150 +4%
IH
524
IFC Holdings
Florida
$544K -$96.8K -717 -15%
TFA
525
Transamerica Financial Advisors
Florida
$541K -$2.99M -22,138 -85%