We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1101
OneDigital Investment Advisors
Kansas
$2.44M +$180K +4,102 +7%
OAM
1102
Optimal Asset Management
California
$2.43M +$1.37M +31,122 +101%
IAS
1103
IMA Advisory Services
Colorado
$2.42M -$137K -3,129 -5%
BP
1104
Ballentine Partners
Massachusetts
$2.42M +$377K +8,602 +16%
Group One Trading
1105
Group One Trading
Illinois
$2.42M +$321K +7,310 +13%
COF
1106
Capital One Financial
Virginia
$2.42M +$2.7M +61,473 New
BIA
1107
BMT Investment Advisors
Pennsylvania
$2.41M
JWM
1108
Jackson Wealth Management
Florida
$2.4M -$4.27M -97,379 -64%
HW
1109
Hancock Whitney
Mississippi
$2.4M -$458K -10,448 -15%
WAM
1110
Wealthspire Advisors (Maryland)
Maryland
$2.4M -$267K -6,092 -9%
BAM
1111
Boyar Asset Management
New York
$2.4M +$413K +9,418 +18%
BMM
1112
Buffington Mohr McNeal
Idaho
$2.39M +$288K +6,572 +12%
MYAM
1113
Meiji Yasuda Asset Management
Japan
$2.38M -$3.58M -81,705 -57%
PCM
1114
Prelude Capital Management
New York
$2.38M +$2.66M +60,590 New
GWM
1115
Geneos Wealth Management
Colorado
$2.38M +$64.5K +1,471 +2%
WP
1116
WMS Partners
Maryland
$2.37M -$171K -3,906 -6%
MIA
1117
MainStreet Investment Advisors
Illinois
$2.36M +$1.35M +30,720 +105%
JCM
1118
Jacobi Capital Management
Pennsylvania
$2.35M +$163K +3,714 +7%
GI
1119
GAMCO Investors
Connecticut
$2.34M -$38.6K -879 -1%
VWA
1120
V Wealth Advisors
Kansas
$2.33M +$671K +15,291 +35%
FFG
1121
Fortem Financial Group
California
$2.32M +$100K +2,284 +4%
PGAM
1122
Princeton Global Asset Management
New Jersey
$2.31M +$263K +5,990 +11%
MCM
1123
McMillion Capital Management
North Carolina
$2.3M -$836K -19,047 -25%
TAM
1124
Tealwood Asset Management
Minnesota
$2.3M -$33.7K -769 -1%
BCFS
1125
Butensky & Cohen Financial Security
Florida
$2.3M +$250K +5,705 +11%