We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
Sutton Wealth Advisors
Florida
$11.9K – – –
DAM
202
Delta Asset Management
Tennessee
$11K – – –
SWM
203
Spire Wealth Management
Virginia
$11K +$11.9K +270 New
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
FHC
205
First Horizon Corporation
Tennessee
$9K -$176 -4 -2%
AF
206
Advisornet Financial
Minnesota
$9K – – –
PAM
207
Panagora Asset Management
Massachusetts
$9K – – –
ADIM
208
Alpha DNA Investment Management
Maryland
$8K +$793 +18 +10%
GWM
209
Geneos Wealth Management
Colorado
$7K – – –
RCA
210
Ranch Capital Advisors
Florida
$7K – – –
HMS
211
Hanseatic Management Services
New Mexico
$6K – – –
PFBT
212
Parkside Financial Bank & Trust
Missouri
$6K – – –
CTC
213
Central Trust Company
Missouri
$6K +$881 +20 +17%
HI
214
Harbour Investments
Wisconsin
$6K +$6.17K +140 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GAM
216
Gemmer Asset Management
California
$4K – – –
FHA
217
First Horizon Advisors
Tennessee
$4K +$4.71K +107 New
TFO
218
Tarbox Family Office
California
$3K – – –
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$2K +$969 +22 +88%
TWA
220
TCI Wealth Advisors
Arizona
$2K +$2.03K +46 New
APA
221
American Portfolios Advisors
New York
$1.88K – – –
MWP
222
Meridian Wealth Partners
Pennsylvania
$1K +$881 +20 New
CFA
223
Carroll Financial Associates
North Carolina
$1K +$1.76K +40 New
CB
224
Cooke & Bieler
Pennsylvania
– -$13.7M -357,713 Closed
Fuller & Thaler Asset Management
225
Fuller & Thaler Asset Management
California
– -$2.83M -74,235 Closed