We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
701
Smartleaf Asset Management
Massachusetts
$363K +$16.7K +78 +5%
GH
702
GAM Holding
Switzerland
$363K +$372K +1,742 New
NAM
703
NorthCrest Asset Manangement
Minnesota
$362K -$97.7K -457 -21%
ETC
704
Exchange Traded Concepts
Oklahoma
$360K +$151K +706 +69%
MHIC
705
Marble Harbor Investment Counsel
Massachusetts
$356K – – –
FFC
706
Frederick Financial Consultants
Maryland
$354K +$35.1K +164 +11%
HH
707
Hilltop Holdings
Texas
$351K -$558K -2,609 -61%
JF
708
JMN Financial
Ohio
$350K +$214 +1 +0.1%
IP
709
Indivisible Partners
Florida
$349K +$22.7K +106 +7%
AWM
710
Avior Wealth Management
Nebraska
$347K +$356K +1,664 New
USCWA
711
U.S. Capital Wealth Advisors
Texas
$344K +$20.3K +95 +6%
BTWM
712
Baker Tilly Wealth Management
Wisconsin
$344K -$13.5K -63 -4%
TCWA
713
Turtle Creek Wealth Advisors
Texas
$344K +$35.7K +167 +11%
EM
714
Excalibur Management
Massachusetts
$343K -$21.4K -100 -6%
FM
715
Foster & Motley
Ohio
$342K -$641 -3 -0.2%
CBTWT
716
Community Bank & Trust (Waco, Texas)
Texas
$342K – – –
CCA
717
Checchi Capital Advisers
California
$342K +$37K +173 +12%
WC
718
Wynn Capital
Georgia
$341K -$17.1K -80 -5%
Empower Advisory Group
719
Empower Advisory Group
Colorado
$340K +$86.4K +404 +33%
PIM
720
Penobscot Investment Management
Massachusetts
$338K – – –
SL
721
Sentinus LLC
Illinois
$336K +$22.4K +105 +7%
EP
722
Essential Partners
California
$336K +$641 +3 +0.2%
TNA
723
True North Advisors
Texas
$336K +$9.62K +45 +3%
LWM
724
Lakeridge Wealth Management
Ohio
$335K +$1.92K +9 +0.6%
RIL
725
Rothschild Investment LLC
Illinois
$333K +$13K +61 +4%