We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1351
Aureus Asset Management
Massachusetts
$857K
TA
1352
TCM Advisors
West Virginia
$857K
JWM
1353
JPL Wealth Management
Colorado
$857K -$58.6K -161 -7%
VWM
1354
Venturi Wealth Management
Texas
$855K -$40.4K -111 -5%
WI
1355
Wedgewood Investors
Pennsylvania
$853K -$6.91K -19 -0.8%
RCA
1356
Resonant Capital Advisors
Wisconsin
$850K +$26.2K +72 +3%
LA
1357
Lifeworks Advisors
Michigan
$844K -$3.7M -10,166 -82%
ACM
1358
AUA Capital Management
Pennsylvania
$842K
UCB
1359
United Community Bank
South Carolina
$841K +$408K +1,121 +100%
KP
1360
Keel Point
Alabama
$834K -$53.1K -146 -6%
OL
1361
Optas LLC
Texas
$831K +$13.1K +36 +2%
BMCM
1362
Burns Matteson Capital Management
New York
$830K +$53.8K +148 +7%
HNWAG
1363
High Net Worth Advisory Group
Florida
$823K +$4K +11 +0.5%
SFS
1364
Summit Financial Strategies
Ohio
$821K -$6.55K -18 -0.8%
CWM
1365
Cornerstone Wealth Management
Missouri
$819K +$7.27K +20 +0.9%
CAC
1366
Core Alternative Capital
Georgia
$819K -$56K -154 -7%
TTWM
1367
TCV Trust & Wealth Management
Virginia
$810K -$38.9K -107 -5%
SIMG
1368
Sonora Investment Management Group
Arizona
$808K -$9.09K -25 -1%
VCA
1369
Verdence Capital Advisors
Maryland
$808K +$47.3K +130 +7%
PCS
1370
Personal CFO Solutions
New Jersey
$808K -$12.4K -34 -2%
MAMU
1371
Myriad Asset Management US
Florida
$807K +$784K +2,155 New
CP
1372
Covenant Partners
Tennessee
$806K
HDIM
1373
Hanson & Doremus Investment Management
Vermont
$805K +$27.6K +76 +4%
CI
1374
Conning Inc
Connecticut
$802K
WIA
1375
Westbourne Investment Advisors
Maryland
$799K +$24K +66 +3%