We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
LF
1926
Lantz Financial
Illinois
$210K +$178K +1,052 New
CC
1927
Callan Capital
California
$209K +$177K +1,048 New
EWM
1928
Endurance Wealth Management
Rhode Island
$209K – – –
TA
1929
Trellis Advisors
Washington
$209K +$177K +1,046 New
CRWM
1930
Castle Rock Wealth Management
California
$209K +$175K +1,037 New
SIC
1931
Sigma Investment Counselors
Michigan
$207K +$175K +1,038 New
SXL
1932
Summit X LLC
Missouri
$207K +$175K +1,034 New
CAAS
1933
Capital Asset Advisory Services
Michigan
$206K -$72.8K -431 -30%
Ancora Advisors
1934
Ancora Advisors
Ohio
$205K +$2.7K +16 +2%
SWM
1935
SFG Wealth Management
Maryland
$205K +$173K +1,025 New
Sax Wealth Advisors
1936
Sax Wealth Advisors
New Jersey
$204K +$173K +1,022 New
&Partners
1937
&Partners
Tennessee
$203K +$172K +1,018 New
Clifford Swan Investment Counsel
1938
Clifford Swan Investment Counsel
California
$203K +$172K +1,017 New
FFG
1939
Frisch Financial Group
New York
$203K +$171K +1,014 New
JB Capital
1940
JB Capital
Connecticut
$203K +$171K +1,014 New
NFA
1941
Northern Financial Advisors
Michigan
$202K +$291K +1,725 New
CCM
1942
Compton Capital Management
Rhode Island
$201K -$498K -2,950 -75%
AC
1943
ASB Consultores
Florida
$200K +$169K +1,003 New
TIM
1944
Thompson Investment Management
Wisconsin
$200K +$169K +1,003 New
HCM
1945
Hodges Capital Management
Texas
$200K -$110K -650 -35%
JCP
1946
Jennifer C. Price
$200K – – –
SN
1947
Sittner & Nelson
Oregon
$198K +$6.08K +36 +4%
TFM
1948
TFC Financial Management
Massachusetts
$197K +$38.3K +227 +30%
FRA
1949
Front Row Advisors
California
$196K – – –
Capula Management
1950
Capula Management
Cayman Islands
$191K -$19.4M -115,022 -99%