We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Mission Wealth Management
California
$702K +$90K +587 +13%
CCG
502
Ceeto Capital Group
Florida
$695K – – –
OIM
503
Opus Investment Management
Massachusetts
$695K – – –
CCM
504
CTC Capital Management
Illinois
$695K +$766K +5,000 New
HW
505
Hancock Whitney
Mississippi
$692K -$2.58M -16,837 -77%
EFSCE
506
Enterprise Financial Services Corp (EFSC)
Missouri
$687K -$7.2K -47 -0.9%
AP
507
Advisor Partners
California
$686K -$376K -2,451 -33%
NMIMC
508
Northwestern Mutual Investment Management Company
Wisconsin
$681K -$96.5K -630 -11%
SO
509
STRS Ohio
Ohio
$678K -$224K -1,459 -23%
PGFC
510
Peapack-Gladstone Financial Corp
New Jersey
$674K -$18.4K -120 -2%
EP
511
Eudaimonia Partners
Tennessee
$665K +$733K +4,782 New
CICI
512
Capital Investment Counsel Inc
North Carolina
$660K -$15.3K -100 -2%
IAMOG
513
Investors Asset Management of Georgia
Georgia
$660K -$15.3K -100 -2%
NWM
514
Northcape Wealth Management
New York
$659K +$451K +2,942 +163%
HCP
515
Hexagon Capital Partners
Arkansas
$658K +$54.9K +358 +8%
Lido Advisors
516
Lido Advisors
California
$653K +$352K +2,300 +96%
IA
517
IFG Advisory
Georgia
$651K +$94.6K +617 +15%
BC
518
Burney Company
Virginia
$648K -$39.4K -257 -5%
Walleye Capital
519
Walleye Capital
New York
$646K +$430K +2,806 +153%
CTFG
520
Capstone Triton Financial Group
Oklahoma
$640K +$125K +815 +23%
CA
521
Claro Advisors
Massachusetts
$637K – – –
CT
522
Caldwell Trust
Florida
$633K -$313K -2,042 -31%
FWIA
523
Fort Washington Investment Advisors
Ohio
$632K – – –
MBTD
524
Mechanics Bank - Trust Department
California
$629K -$181K -1,180 -21%
PAM
525
Pegasus Asset Management
New York
$628K -$72K -470 -9%