We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
851
Gemmer Asset Management
California
$32K – – –
TC
852
Trust Company
Kansas
$32K – – –
ADL
853
Asset Dedication LLC
California
$32K +$29.2K +300 New
DC
854
DeDora Capital
California
$30K -$1.06M -10,868 -97%
HH
855
HWG Holdings
Texas
$30K -$3.89K -40 -13%
FPFS
856
First Personal Financial Services
North Carolina
$30K – – –
CCA
857
Catalyst Capital Advisors
New York
$30K +$5.45K +56 +25%
KFI
858
Key Financial Inc
Pennsylvania
$29K – – –
KPCM
859
Kings Point Capital Management
New York
$29K +$5.84K +60 +29%
O
860
Ossiam
France
$28K -$9.1M -93,572 -100%
CFD
861
Creative Financial Designs
Indiana
$23K – – –
SWA
862
Sutton Wealth Advisors
Florida
$23K +$1.95K +20 +10%
EARNEST Partners
863
EARNEST Partners
Georgia
$22K – – –
BWL
864
Bogart Wealth LLC
Virginia
$21K – – –
FMB
865
Field & Main Bank
Kentucky
$21K – – –
HWM
866
Holloway Wealth Management
Florida
$21K – – –
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
EA
868
Evolution Advisers
Virginia
$19K – – –
WT
869
Washington Trust
Rhode Island
$19K – – –
TVWM
870
Tower View Wealth Management
Wisconsin
$18K – – –
UCB
871
United Community Bank
South Carolina
$17K – – –
GA
872
GoalVest Advisory
New York
$17K +$15.6K +160 New
JWA
873
JFS Wealth Advisors
Pennsylvania
$16K +$9.34K +96 +185%
WPA
874
West Paces Advisors
Georgia
$15.7K +$778 +8 +6%
ST
875
Smithfield Trust
Pennsylvania
$15K – – –