We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
1726
Global Endowment Management
North Carolina
$645K -$139K -521 -17%
DI
1727
DAGCO Inc
Ohio
$645K +$671K +2,507 New
BW
1728
Bison Wealth
Georgia
$645K – – –
VM
1729
Venator Management
Pennsylvania
$643K +$669K +2,500 New
SC
1730
Solstein Capital
California
$639K – – –
HWMO
1731
Heritage Wealth Management (Ohio)
Ohio
$638K +$648K +2,423 New
UCB
1732
United Community Bank
South Carolina
$635K +$305K +1,141 +86%
GC
1733
GFG Capital
Florida
$635K -$16.9K -63 -2%
PWM
1734
Prentice Wealth Management
New York
$635K +$14.2K +53 +2%
KCIC
1735
Kuhn & Co Investment Counsel
Illinois
$634K -$3.75K -14 -0.6%
FFO
1736
Fortitude Family Office
Arizona
$633K +$25.7K +96 +4%
WCA
1737
Westover Capital Advisors
Delaware
$633K +$423K +1,581 +179%
VNA
1738
Valley National Advisers
Pennsylvania
$629K -$93.1K -348 -12%
BCP
1739
Blackhawk Capital Partners
Wisconsin
$626K -$1.7M -6,363 -72%
NL
1740
NVWM LLC
Pennsylvania
$626K -$2.39M -8,945 -78%
CSB
1741
City State Bank
Iowa
$626K +$362K +1,354 +125%
SWM
1742
Salvus Wealth Management
New Jersey
$624K +$14.2K +53 +2%
MI
1743
Motiv8 Investments
Florida
$624K -$6.15K -23 -0.9%
PA
1744
PFG Advisors
Arizona
$621K +$198K +740 +44%
GF
1745
Gabelli Funds
New York
$618K +$68.2K +255 +12%
NCM
1746
Next Capital Management
New York
$617K +$297K +1,109 +86%
CIM
1747
CIM Investment Management
Pennsylvania
$617K -$7.22K -27 -1%
MCA
1748
Magnolia Capital Advisors
Mississippi
$615K -$410K -1,532 -39%
CWG
1749
Cornerstone Wealth Group
North Carolina
$615K -$2.99M -11,162 -82%
SC
1750
Sierra Capital
Florida
$614K – – –
68 69
70
71 72