We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
776
Roosevelt Investment Group
New York
$286K -$111K -1,350 -27%
SAM
777
Smithbridge Asset Management
Pennsylvania
$285K
HAG
778
HighPoint Advisor Group
Illinois
$284K -$33.2K -405 -10%
CLOS
779
Compagnie Lombard Odier SCmA
Switzerland
$284K -$2.05K -25 -0.7%
RIA
780
Regal Investment Advisors
Michigan
$284K +$17.1K +208 +6%
S
781
SignatureFD
Georgia
$284K +$66.5K +810 +30%
FGC
782
Financial Gravity Companies
Texas
$280K -$15.2K -185 -5%
FGAM
783
Financial Gravity Asset Management
Texas
$280K +$315K +3,838 New
HFS
784
Haverford Financial Services
Pennsylvania
$279K -$18.8K -229 -6%
PCM
785
Parsons Capital Management
Rhode Island
$278K
CA
786
Calton & Associates
Florida
$278K +$56.9K +694 +25%
HA
787
Hays Advisory
Tennessee
$276K -$134K -1,637 -32%
MJP
788
Michael J. Puzo
$272K
FT
789
Fiduciary Trust
Massachusetts
$271K +$278K +3,387 New
WEC
790
Winslow Evans & Crocker
Massachusetts
$270K
CPC
791
Congress Park Capital
New York
$269K
BRF
792
B. Riley Financial
California
$269K +$7.8K +95 +3%
KWMG
793
King Wealth Management Group
Florida
$268K
MYIA
794
Mount Yale Investment Advisors
Colorado
$267K +$274K +3,344 New
PWPS
795
Pinnacle Wealth Planning Services
Ohio
$266K +$273K +3,327 New
HK
796
Horizon Kinetics
New York
$264K +$6.81K +83 +3%
MRCM
797
M&R Capital Management
New Jersey
$260K -$8.21K -100 -3%
BAC
798
Boys Arnold & Co
North Carolina
$260K +$4.1K +50 +2%
CIA
799
Choate Investment Advisors
Massachusetts
$256K -$251K -3,063 -49%
DWM
800
Dakota Wealth Management
Florida
$256K +$263K +3,205 New