We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KTA
1001
Keeley-Teton Advisors
Illinois
$349K -$23K -147 -6%
SC
1002
Saturna Capital
Washington
$348K +$359K +2,295 New
H
1003
HoyleCohen
California
$347K -$49.9K -319 -12%
KWMG
1004
King Wealth Management Group
Florida
$347K
BFPW
1005
BOK Financial Private Wealth
Colorado
$347K +$70.4K +450 +24%
BFG
1006
Barber Financial Group
Kansas
$347K +$358K +2,289 New
OWP
1007
Obermeyer Wealth Partners
Colorado
$346K
HA
1008
Harfst & Associates
Wyoming
$345K +$118K +756 +50%
WBC
1009
West Branch Capital
Massachusetts
$344K -$22.7K -145 -6%
SPWG
1010
Sage Private Wealth Group
Illinois
$344K +$36.6K +234 +12%
SC
1011
Steph & Co
Wisconsin
$342K -$154K -982 -30%
MA
1012
Mutual Advisors
Nebraska
$342K +$3.76K +24 +1%
VHAM
1013
Van Hulzen Asset Management
California
$341K -$1.62M -10,331 -82%
NIM
1014
NuWave Investment Management
New Jersey
$340K +$202K +1,290 +136%
FFA
1015
First Foundation Advisors
California
$338K +$122K +781 +54%
VCA
1016
Verdence Capital Advisors
Maryland
$337K -$189K -1,205 -35%
CAMG
1017
CWA Asset Management Group
Florida
$337K +$10K +64 +3%
RMCM
1018
Reynders McVeigh Capital Management
Massachusetts
$336K +$31.3K +200 +10%
WAM
1019
Wakefield Asset Management
Colorado
$333K +$31.9K +204 +10%
SFG
1020
Sather Financial Group
Texas
$332K +$18.6K +119 +6%
MGIA
1021
Moneta Group Investment Advisors
Missouri
$330K +$38.7K +247 +13%
SIM
1022
SSI Investment Management
California
$329K -$3.29K -21 -1%
SWM
1023
Sendero Wealth Management
Texas
$327K +$18.8K +120 +6%
MCM
1024
Murphy Capital Management
New Jersey
$326K -$163K -1,040 -33%
BCM
1025
Brookstone Capital Management
Illinois
$325K -$13.3K -85 -4%