We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
1001
Global Wealth Management Investment Advisory
Florida
$5.56M -$78.9K -1,063 -1%
LIM
1002
Loudon Investment Management
New Hampshire
$5.55M -$41.9K -565 -0.8%
NFG
1003
Nations Financial Group
Iowa
$5.54M +$123K +1,663 +2%
VCM
1004
Violich Capital Management
California
$5.51M +$3.64M +49,120 +219%
FMC
1005
First Merchants Corp
Indiana
$5.51M -$3.04K -41 -0.1%
LTAS
1006
Linden Thomas Advisory Services
North Carolina
$5.5M +$30.3K +408 +0.6%
JWCA
1007
J.W. Cole Advisors
Florida
$5.49M -$2.3M -30,944 -27%
AWM
1008
Avior Wealth Management
Nebraska
$5.48M +$146K +1,970 +3%
MMC
1009
Mizuho Markets Cayman
Cayman Islands
$5.43M +$5.23M +70,440 New
ST
1010
Spinnaker Trust
Maine
$5.41M -$92.8K -1,251 -2%
SWMG
1011
Signature Wealth Management Group
Georgia
$5.39M -$340K -4,581 -6%
BIM
1012
Bridges Investment Management
Nebraska
$5.38M -$314K -4,230 -6%
MWM
1013
Mission Wealth Management
California
$5.35M +$423K +5,697 +9%
RWA
1014
Roberts Wealth Advisors
California
$5.35M -$612K -8,254 -11%
SMFG
1015
Sumitomo Mitsui Financial Group
Japan
$5.34M +$1.25M +16,900 +32%
FSA
1016
Financial Security Advisor
Virginia
$5.34M -$182K -2,454 -3%
SFGP
1017
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.34M +$35.8K +482 +0.7%
UCI
1018
Uncommon Cents Investing
Wisconsin
$5.33M +$371 +5 +0%
AWS
1019
Arkfeld Wealth Strategies
Nebraska
$5.32M +$12.6K +170 +0.2%
BOC
1020
Barbara Oil Co
Illinois
$5.31M – – –
Federated Hermes
1021
Federated Hermes
Pennsylvania
$5.3M -$13.9M -186,681 -73%
EFS
1022
Essex Financial Services
Connecticut
$5.3M -$546K -7,356 -10%
CCG
1023
Chatham Capital Group
Georgia
$5.29M -$164K -2,214 -3%
CAIM
1024
Catherine Avery Investment Management
Florida
$5.28M +$34.2K +461 +0.7%
CAAS
1025
Capital Asset Advisory Services
Michigan
$5.28M +$76.9K +1,037 +2%