We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1001
MinichMacGregor Wealth Management
New York
$3.92K +$3.86K +22 New
CCM
1002
Copeland Capital Management
Pennsylvania
$3K – – –
JMF
1003
Johnson Midwest Financial
Iowa
$3K +$3.33K +19 New
DF
1004
DecisionPoint Financial
Arizona
$2.5K +$2.46K +14 New
AWM
1005
Avior Wealth Management
Nebraska
$2.14K – – –
CHA
1006
Carmichael Hill & Associates
Maryland
$2.14K – – –
NC
1007
NewSquare Capital
Pennsylvania
$2.14K +$2.1K +12 New
RFS
1008
Retirement Financial Solutions
Tennessee
$2.14K +$2.1K +12 New
JIR
1009
James Investment Research
Ohio
$2K +$1.75K +10 New
LWANC
1010
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.78K – – –
TCM
1011
TD Capital Management
Tennessee
$1.78K – – –
SC
1012
Stephens Consulting
Michigan
$1.6K -$8.24K -47 -84%
GEA
1013
Glen Eagle Advisors
New Jersey
$1.6K +$1.58K +9 New
HGERS
1014
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.75K +10 New
AWM
1015
Abound Wealth Management
Tennessee
$535 +$526 +3 New
BA
1016
Bellwether Advisors
Nebraska
$534 +$526 +3 New
WIM
1017
Westside Investment Management
California
$4 – – –
CCMG
1018
Clark Capital Management Group
Pennsylvania
– -$31.6M -186,182 Closed
CPC
1019
Cookson Peirce & Co
Pennsylvania
– -$8.45M -49,758 Closed
EAM
1020
Erste Asset Management
Austria
– -$7.53M -44,362 Closed
HHMI
1021
Howard Hughes Medical Institute
Maryland
– -$4.75M -28,000 Closed
Norges Bank
1022
Norges Bank
Norway
– -$1.7M -10,000 Closed
VIA
1023
Vident Investment Advisory
Georgia
– -$1.26M -8,239 Closed
MA
1024
MUFG Americas
New York
– -$902K -5,314 Closed
RCWM
1025
Royal Capital Wealth Management
Indiana
– -$658K -3,875 Closed