We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NB
1026
Nicolet Bankshares
Wisconsin
$253K
PP
1027
Pegasus Partners
Wisconsin
$253K +$22.2K +111 +10%
SQA
1028
Simon Quick Advisors
New Jersey
$251K +$6K +30 +2%
CIM
1029
Contravisory Investment Management
Massachusetts
$250K +$105K +525 +72%
MCM
1030
MAI Capital Management
Ohio
$250K +$250K +1,250 New
AAM
1031
Aureus Asset Management
Massachusetts
$249K -$148K -743 -37%
EW
1032
Evoke Wealth
California
$249K +$7.39K +37 +3%
VCM
1033
Vigilant Capital Management
Maine
$248K
MOS
1034
MGO One Seven
Ohio
$247K -$240K -1,199 -49%
BCM
1035
Brookstone Capital Management
Illinois
$247K +$3.6K +18 +1%
LWMM
1036
Legacy Wealth Management (Mississippi)
Mississippi
$245K +$6.79K +34 +3%
HSA
1037
HBK Sorce Advisory
Pennsylvania
$245K -$6K -30 -2%
CWP
1038
CFM Wealth Partners
Texas
$245K -$5.39K -27 -2%
CPIG
1039
Chicago Partners Investment Group
Illinois
$245K +$37.2K +186 +17%
GWM
1040
Geneos Wealth Management
Colorado
$244K
BOS
1041
Bingham Osborn & Scarborough
California
$243K
FFG
1042
Fortem Financial Group
California
$242K -$560K -2,800 -70%
Cetera Investment Advisers
1043
Cetera Investment Advisers
Illinois
$242K -$5.39K -27 -2%
QAM
1044
QCI Asset Management
New York
$242K -$3K -15 -1%
PPCM
1045
Pillar Pacific Capital Management
California
$242K
PFS
1046
Prospera Financial Services
Texas
$240K -$1.07M -5,340 -81%
OWM
1047
Orgel Wealth Management
Wisconsin
$240K -$9.99K -50 -4%
PL
1048
Parthenon LLC
Kentucky
$240K
WA
1049
WBH Advisory
Maryland
$240K +$240K +1,200 New
IFWM
1050
Institute for Wealth Management
Colorado
$237K +$26.6K +133 +13%