We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
401
O'Shaughnessy Asset Management
Connecticut
– -$213K -6,150 Closed
KPWS
402
Kestra Private Wealth Services
Texas
– -$209K -6,018 Closed
GT
403
Greenleaf Trust
Michigan
– -$203K -5,871 Closed
MSFS
404
Main Street Financial Solutions
Pennsylvania
– -$202K -5,831 Closed
BCM
405
Birmingham Capital Management
Alabama
– -$202K -5,825 Closed
CIP
406
Convergence Investment Partners
Florida
– -$116K -3,339 Closed
SOW
407
State of Wyoming
Wyoming
– -$113K -3,254 Closed
HFM
408
Harvest Fund Management
China
– -$104K -3,007 Closed
JFGIW
409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$45.2K -1,305 Closed
MCC
410
Money Concepts Capital
Florida
– -$24.3K -700 Closed
NIC
411
Northwest Investment Counselors
Oregon
– -$24.3K -700 Closed
MWM
412
MinichMacGregor Wealth Management
New York
– -$15.6K -450 Closed
AWM
413
Accurate Wealth Management
Florida
– -$12.7K -376 Closed
WTA
414
Washington Trust Advisors
Massachusetts
– -$6.31K -182 Closed
CA
415
Crewe Advisors
Utah
– -$6.17K -178 Closed
MSCM
416
McElhenny Sheffield Capital Management
Texas
– -$5.37K -155 Closed
ZIG
417
Zullo Investment Group
Pennsylvania
– -$3.81K -110 Closed
EE
418
EWG Elevate
California
– -$2.11K -61 Closed
SCA
419
Stonebridge Capital Advisors
Minnesota
– -$1.56K -45 Closed
CWC
420
Carolinas Wealth Consulting
North Carolina
– -$1.07K -31 Closed
SWA
421
Sutton Wealth Advisors
Florida
– -$624 -18 Closed
SSG
422
Summit Securities Group
New York
– +$34 +1 New