We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
801
Salem Investment Counselors
North Carolina
$220K
HSBC Holdings
802
HSBC Holdings
United Kingdom
$219K -$348M -1,737,596 -100%
AP
803
Appleton Partners
Massachusetts
$219K -$15.6K -78 -7%
LCM
804
LVM Capital Management
Michigan
$218K
AssetMark Inc
805
AssetMark Inc
California
$218K +$44.1K +220 +26%
KWMG
806
King Wealth Management Group
Florida
$217K
PFBT
807
Parkside Financial Bank & Trust
Missouri
$217K +$7.41K +37 +4%
OWP
808
Obermeyer Wealth Partners
Colorado
$216K
OIM
809
Oder Investment Management
California
$215K -$60.5K -302 -22%
LCM
810
LCM Capital Management
Illinois
$215K +$3.61K +18 +2%
1CP
811
17 Capital Partners
Arizona
$213K
SMC
812
Smith, Moore & Co
Missouri
$213K
AFM
813
Andesa Financial Management
Pennsylvania
$212K +$1K +5 +0.5%
BB
814
Busey Bank
Illinois
$211K -$2.4K -12 -1%
SBIA
815
Sheaff Brock Investment Advisors
Indiana
$211K
CBN
816
Cadence Bank NA
Texas
$211K +$6.01K +30 +3%
CFD
817
Creative Financial Designs
Indiana
$210K -$2.6K -13 -1%
OPW
818
Oxler Private Wealth
New York
$210K -$601 -3 -0.3%
ACI
819
Alpha Cubed Investments
California
$209K +$206K +1,028 New
HPCM
820
High Pointe Capital Management
Illinois
$207K -$270K -1,350 -57%
IWA
821
IVC Wealth Advisors
Pennsylvania
$207K +$204K +1,020 New
SIM
822
Stratos Investment Management
Ohio
$205K -$87.8K -438 -30%
BSAM
823
Blue Square Asset Management
New York
$205K +$202K +1,010 New
NCM
824
Noesis Capital Mangement
Florida
$204K -$82.8K -413 -29%
MSR
825
Main Street Research
Connecticut
$204K +$201K +1,002 New