We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1026
Kapstone Financial Advisors
Ohio
$432K – – –
Castleark Management
1027
Castleark Management
Illinois
$432K – – –
AlphaQuest
1028
AlphaQuest
New York
$431K +$434K +1,234 +41,133%
BHPW
1029
Beverly Hills Private Wealth
California
$431K -$11.9K -34 -3%
Evercore Wealth Management
1030
Evercore Wealth Management
New York
$430K – – –
TCOT
1031
Trust Company of Toledo
Ohio
$425K +$53.4K +152 +14%
EGA
1032
E&G Advisors
Texas
$418K – – –
First Interstate Bank
1033
First Interstate Bank
Montana
$418K – – –
Crews Bank & Trust
1034
Crews Bank & Trust
Florida
$418K +$422K +1,200 New
BGAI
1035
Bruce G. Allen Investments
Colorado
$417K -$2.11K -6 -0.5%
Chicago Partners Investment Group
1036
Chicago Partners Investment Group
Illinois
$415K +$27.1K +77 +7%
RA
1037
Ransom Advisory
Rhode Island
$413K -$29.5K -84 -7%
Harvest Fund Management
1038
Harvest Fund Management
China
$413K +$416K +1,184 New
SWM
1039
Sterling Wealth Management
Illinois
$413K -$6.32K -18 -1%
RL
1040
Rogco LP
Oklahoma
$409K -$109K -310 -21%
FPGT
1041
Financial Partners Group (Tennessee)
Tennessee
$407K -$3.16K -9 -0.8%
TFS
1042
Thoroughbred Financial Services
Tennessee
$407K +$3.51K +10 +0.9%
Beacon Capital Management LLC (Tennessee)
1043
Beacon Capital Management LLC (Tennessee)
Tennessee
$407K – – –
CCG
1044
Catalina Capital Group
California
$404K +$14.1K +40 +4%
APA
1045
Astoria Portfolio Advisors
New York
$403K +$19K +54 +5%
LSA
1046
Lion Street Advisors
Texas
$401K -$3.51K -10 -0.9%
Douglass Winthrop Advisors
1047
Douglass Winthrop Advisors
New York
$401K – – –
Tradition Wealth Management
1048
Tradition Wealth Management
Minnesota
$400K -$3.16K -9 -0.8%
WDA
1049
Wendell David Associates
New Hampshire
$398K – – –
Allen Capital Group
1050
Allen Capital Group
Nebraska
$395K -$8.08K -23 -2%