We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1051
Harvest Fund Management
China
$231K +$99.3K +513 +80%
CPIG
1052
Chicago Partners Investment Group
Illinois
$231K +$211K +1,088 New
LBC
1053
Lowe Brockenbrough & Co
Virginia
$231K +$224K +1,159 New
KFGK
1054
Keystone Financial Group (Kentucky)
Kentucky
$230K +$224K +1,156 New
PP
1055
Pegasus Partners
Wisconsin
$230K +$224K +1,157 New
Jones Financial Companies
1056
Jones Financial Companies
Missouri
$229K +$223K +1,152 New
KPCM
1057
Kings Point Capital Management
New York
$226K – – –
CRCM
1058
Corbett Road Capital Management
Virginia
$226K +$38.3K +198 +21%
TCM
1059
Tradewinds Capital Management
Washington
$224K – – –
MSAM
1060
Moloney Securities Asset Management
Missouri
$224K +$218K +1,125 New
PB
1061
Pinnacle Bancorp
Nebraska
$222K +$3.87K +20 +2%
WSTAM
1062
Wilbanks Smith & Thomas Asset Management
Virginia
$221K +$215K +1,110 New
LPIC
1063
LeJeune Puetz Investment Counsel
Michigan
$219K – – –
B
1064
Bellecapital
Switzerland
$219K +$213K +1,100 New
KMWM
1065
Keudell/Morrison Wealth Management
Oregon
$218K +$212K +1,095 New
FNT
1066
First Nebraska Trust
Nebraska
$217K +$211K +1,090 New
CCA
1067
Cobblestone Capital Advisors
New York
$216K +$210K +1,085 New
NFG
1068
Nadler Financial Group
Illinois
$216K +$210K +1,085 New
FHA
1069
Flagship Harbor Advisors
Massachusetts
$215K +$39.9K +206 +24%
TIA
1070
Tiemann Investment Advisors
California
$214K +$208K +1,076 New
IAIM
1071
International Assets Investment Management
Florida
$212K +$206K +1,064 New
IFWM
1072
Institute for Wealth Management
Colorado
$210K +$204K +1,054 New
ICM
1073
IMS Capital Management
Oregon
$210K +$204K +1,056 New
SS
1074
Sunbelt Securities
Texas
$207K -$4.59M -23,726 -96%
VIA
1075
Vident Investment Advisory
Georgia
$206K -$373K -1,927 -65%