We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1076
Altiora Financial Group
Ohio
$285K – – –
AFP
1077
Alpha Financial Partners
Kentucky
$284K +$327K +1,556 New
AGM
1078
Alpine Global Management
New York
$284K +$327K +1,554 New
MFIM
1079
Mesirow Financial Investment Management
Illinois
$283K +$210 +1 +0.1%
CS
1080
Cannell & Spears
New York
$282K -$83K -395 -20%
OP
1081
ORG Partners
Indiana
$281K -$16.2K -77 -5%
NHC
1082
Nicholas Hoffman & Company
Georgia
$281K -$259K -1,232 -44%
WCWM
1083
Willow Creek Wealth Management
California
$277K – – –
CAM
1084
Claret Asset Management
Quebec, Canada
$276K +$1.68K +8 +0.5%
ALA
1085
Atlas Legacy Advisors
California
$275K +$317K +1,507 New
1SB
1086
1ST Source Bank
Indiana
$275K -$31.1K -148 -9%
MW
1087
Marcum Wealth
Ohio
$275K +$4.63K +22 +1%
BC
1088
Burney Company
Virginia
$274K – – –
MCM
1089
Maple Capital Management
Vermont
$273K -$181K -860 -37%
GM
1090
GeoWealth Management
Illinois
$271K -$209K -994 -40%
VI
1091
Versor Investments
New York
$268K +$91.2K +434 +42%
UBP
1092
Union Bancaire Privee
Switzerland
$268K +$338K +1,610 New
GLA
1093
Good Life Advisors
Pennsylvania
$268K -$974K -4,631 -76%
BTW
1094
Boston Trust Walden
Massachusetts
$267K -$3.36K -16 -1%
RF
1095
Rossby Financial
Florida
$267K +$307K +1,460 New
CAWM
1096
Capital Advisors Wealth Management
Washington
$264K – – –
EC
1097
EntryPoint Capital
New York
$264K +$64.1K +305 +27%
DWA
1098
Douglass Winthrop Advisors
New York
$263K – – –
CIA
1099
Choate Investment Advisors
Massachusetts
$263K +$47.9K +228 +19%
PI
1100
PFG Investments
New York
$263K +$33.6K +160 +13%