We are live on ! Find out more
DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
701
Formidable Asset Management
Ohio
$426K +$76.5K +342 +29%
WG
702
Winton Group
United Kingdom
$423K +$338K +1,512 New
TPA
703
Trivium Point Advisory
Connecticut
$422K +$67.1K +300 +25%
CL
704
CSS LLC
Illinois
$419K
HCM
705
Harvey Capital Management
Florida
$419K
OIA
706
OneDigital Investment Advisors
Kansas
$419K
TPWA
707
TRUE Private Wealth Advisors
Oregon
$417K +$11.6K +52 +4%
PWM
708
Palumbo Wealth Management
New York
$415K -$10.1K -45 -3%
NWA
709
New World Advisors
Massachusetts
$415K +$332K +1,486 New
Tudor Investment Corp
710
Tudor Investment Corp
Connecticut
$412K +$330K +1,474 New
DWT
711
Dorsey & Whitney Trust
South Dakota
$409K +$104K +467 +47%
OCM
712
One Capital Management
California
$408K +$32.4K +145 +11%
SSWM
713
Sheets Smith Wealth Management
North Carolina
$408K +$327K +1,461 New
CM
714
Castleark Management
Illinois
$405K
NAMP
715
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$405K +$22.4K +100 +7%
SCM
716
SevenOneSeven Capital Management
Pennsylvania
$403K +$15K +67 +5%
DT
717
Diversified Trust
Tennessee
$401K +$321K +1,435 New
MCM
718
Manchester Capital Management
Vermont
$400K +$17.2K +77 +6%
WR
719
WD Rutherford
Oregon
$399K -$16.8K -75 -5%
CI
720
Cigna Investments
Connecticut
$398K +$10.5K +47 +3%
RI
721
Ridgewood Investments
New Jersey
$398K +$319K +1,425 New
RWB
722
RMR Wealth Builders
New Jersey
$397K -$216K -968 -41%
CWM
723
Cornerstone Wealth Management
Missouri
$396K +$316K +1,415 New
FIA
724
Foundations Investment Advisors
Arizona
$395K +$306K +1,370 New
WF
725
WoodTrust Financial
Wisconsin
$395K +$315K +1,411 New