We are live on ! Find out more
DOCU

DocuSign
DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
426
Independent Financial Group
California
$463K -$34.6K -500 -7%
SCM
427
Shelton Capital Management
Colorado
$461K -$29.4K -425 -6%
JCM
428
J2 Capital Management
Michigan
$460K -$18.5K -268 -4%
PCA
429
Pallas Capital Advisors
Massachusetts
$460K +$142K +2,049 +44%
CIC
430
Chilton Investment Company
Connecticut
$457K – – –
CFM
431
Comprehensive Financial Management
California
$451K – – –
AFG
432
Atomi Financial Group
New York
$451K -$43K -622 -9%
MFAM
433
Motley Fool Asset Management
Virginia
$450K +$2.14K +31 +0.5%
RG
434
Rathbones Group
United Kingdom
$446K -$55.8K -807 -11%
CAM
435
Cresset Asset Management
Illinois
$444K -$58K -838 -11%
PVM
436
Palogic Value Management
Texas
$439K +$53.5K +773 +14%
CL
437
CSS LLC
Illinois
$437K +$442K +6,393 New
EFS
438
Essex Financial Services
Connecticut
$433K +$29.3K +424 +7%
AV
439
ASR Vermogensbeheer
Netherlands
$429K -$4.56K -66 -1%
CPIG
440
Chicago Partners Investment Group
Illinois
$429K +$17K +246 +3%
BCV
441
Banque Cantonale Vaudoise
Switzerland
$425K -$14.9K -216 -3%
AL
442
Aspiriant LLC
California
$423K -$271K -3,917 -39%
AAS
443
Ameritas Advisory Services
Nebraska
$417K +$412K +5,956 +4,165%
TC
444
Truvestments Capital
Florida
$414K +$93K +1,345 +29%
FPAS
445
Focus Partners Advisor Solutions
Missouri
$411K +$111K +1,601 +36%
TAFW
446
Tred Avon Family Wealth
Maryland
$408K -$38.9K -562 -9%
UCFA
447
United Capital Financial Advisors
Texas
$402K +$125K +1,806 +44%
GSC
448
Ground Swell Capital
South Carolina
$402K +$406K +5,875 New
FTWA
449
Fifth Third Wealth Advisors
Ohio
$397K +$346 +5 +0.1%
ECM
450
Everence Capital Management
Indiana
$397K – – –
16 17
18
19 20