We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
551
Allred Capital Management
Texas
$434K
FPS
552
Fieldpoint Private Securities
Connecticut
$432K -$63.1K -339 -14%
NHC
553
Nicholas Hoffman & Company
Georgia
$427K +$84.3K +453 +26%
KWM
554
Kingsview Wealth Management
Oregon
$422K -$45.6K -245 -10%
HJGA
555
Hardman Johnston Global Advisors
Connecticut
$422K
SCM
556
Shelton Capital Management
Colorado
$420K
CHP
557
Cable Hill Partners
Oregon
$420K +$8K +43 +2%
FFN
558
Focus Financial Network
Minnesota
$419K +$5.21K +28 +1%
GG
559
Gofen & Glossberg
Illinois
$412K +$125K +672 +45%
CSPIA
560
Cary Street Partners Investment Advisory
Virginia
$408K +$283K +1,523 +253%
ZIG
561
Zuckerman Investment Group
Illinois
$407K
MW
562
Marcum Wealth
Ohio
$407K +$9.49K +51 +2%
WFI
563
West Family Investments
California
$407K +$395K +2,122 New
GWM
564
Geneos Wealth Management
Colorado
$405K -$10.6K -57 -3%
NQWM
565
Northwest Quadrant Wealth Management
Oregon
$405K +$2.6K +14 +0.7%
BU
566
BBVA USA
Alabama
$405K +$394K +2,116 New
VWM
567
Venturi Wealth Management
Texas
$403K -$190K -1,020 -33%
CWM
568
Concentric Wealth Management
California
$403K
PTC
569
Private Trust Company
Ohio
$401K +$25.7K +138 +7%
TA
570
TFG Advisers
Michigan
$400K -$1.3K -7 -0.3%
LCP
571
Legacy Capital Partners
Wisconsin
$400K
LCM
572
Logan Capital Management
Pennsylvania
$399K
SFG
573
Sather Financial Group
Texas
$398K
EARNEST Partners
574
EARNEST Partners
Georgia
$397K -$36.6K -197 -9%
CSS
575
Cubist Systematic Strategies
Connecticut
$395K -$917K -4,931 -71%