We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
926
O'Shaughnessy Asset Management
Connecticut
$240K +$7.33K +44 +3%
CFA
927
CWS Financial Advisors
Michigan
$240K +$230K +1,379 New
BRM
928
Boston Research & Management
Massachusetts
$239K – – –
OTL
929
Oak Thistle LLC
New York
$239K +$228K +1,369 New
CCM
930
Carderock Capital Management
Maryland
$238K – – –
AWM
931
Avaii Wealth Management
Wisconsin
$238K +$227K +1,362 New
TCWM
932
Total Clarity Wealth Management
Illinois
$237K -$33.3K -200 -13%
CGL
933
Clarius Group LLC
Washington
$237K +$226K +1,358 New
QIM
934
Quantitative Investment Management
Virginia
$236K -$4.42M -26,527 -95%
CIM
935
CIM Investment Management
Pennsylvania
$236K -$4.5K -27 -2%
SAM
936
SignalPoint Asset Management
Missouri
$236K -$1.33K -8 -0.6%
MCM
937
Mendel Capital Management
Arkansas
$236K +$226K +1,354 New
PCMC
938
Paragon Capital Management (Colorado)
Colorado
$235K – – –
CBN
939
Cadence Bank NA
Texas
$230K +$9.17K +55 +4%
SFI
940
Siemens Fonds Invest
Germany
$229K -$834 -5 -0.4%
EFL
941
ERn Financial LLC
Wisconsin
$229K – – –
NFC
942
Northeast Financial Consultants
Connecticut
$229K +$219K +1,312 New
TFM
943
TFC Financial Management
Massachusetts
$228K – – –
BCA
944
Bay Colony Advisors
Massachusetts
$228K +$218K +1,310 New
B
945
Bailard
California
$227K -$63K -378 -23%
VBCG
946
Valley Brook Capital Group
Pennsylvania
$227K -$20.8K -125 -9%
AMIM
947
Aull & Monroe Investment Management
Alabama
$227K – – –
WJA
948
Willis Johnson & Associates
Texas
$227K – – –
KA
949
Kozak & Associates
Colorado
$227K +$2.17K +13 +0.8%
SIC
950
Salem Investment Counselors
North Carolina
$226K -$21.8K -131 -9%