We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
701
Shelton Capital Management
Colorado
$296K
BAM
702
Belpointe Asset Management
Nevada
$296K +$291K +3,854 New
SAA
703
Southeast Asset Advisors
Georgia
$292K
HAG
704
HighPoint Advisor Group
Illinois
$291K -$374K -4,955 -57%
FDCDDQ
705
Federation des caisses Desjardins du Quebec
Quebec, Canada
$289K
SIM
706
SSI Investment Management
California
$288K +$71.3K +945 +34%
IFS
707
Ifrah Financial Services
Arkansas
$282K +$277K +3,671 New
LIM
708
Leavell Investment Management
Alabama
$280K -$15.1K -200 -5%
GCA
709
Gideon Capital Advisors
New York
$279K +$274K +3,629 New
SAM
710
Smithbridge Asset Management
Pennsylvania
$274K +$51.9K +688 +24%
HFS
711
Haverford Financial Services
Pennsylvania
$273K -$63K -835 -19%
GAM
712
Griffin Asset Management
New York
$269K -$1.89K -25 -0.7%
PCM
713
Parsons Capital Management
Rhode Island
$268K
CWM
714
Cornerstone Wealth Management
Missouri
$267K +$151 +2 +0.1%
WPA
715
West Paces Advisors
Georgia
$265K
DWA
716
Douglass Winthrop Advisors
New York
$265K +$14.7K +195 +6%
GT
717
Greenleaf Trust
Michigan
$265K +$22.1K +293 +9%
MJP
718
Michael J. Puzo
$261K
NIT
719
NumerixS Investment Technologies
British Columbia, Canada
$261K +$257K +3,400 New
MRCM
720
M&R Capital Management
New Jersey
$258K
KWMG
721
King Wealth Management Group
Florida
$258K +$253K +3,354 New
WEC
722
Winslow Evans & Crocker
Massachusetts
$257K -$190K -2,514 -43%
AssetMark Inc
723
AssetMark Inc
California
$255K -$1.43K -19 -0.6%
GC
724
Grimes & Company
Massachusetts
$254K
JFL
725
Jarislowsky, Fraser Ltd
Quebec, Canada
$252K +$248K +3,290 New