We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
576
Compass Wealth Management
Connecticut
$390K +$401K +14,500 New
MIC
577
Meridian Investment Counsel
California
$386K – – –
IUHSA
578
Itau Unibanco Holding S.A.
Brazil
$385K +$360K +13,013 New
CPC
579
Cookson Peirce & Co
Pennsylvania
$382K +$393K +14,205 New
BDFN
580
Bond & Devick Financial Network
Minnesota
$382K – – –
CA
581
Cornerstone Advisors
North Carolina
$376K – – –
LAM
582
Lingohr Asset Management
Germany
$376K – – –
EI
583
Ellevest Inc
New York
$376K +$92.7K +3,347 +31%
IB
584
Intrust Bank
Kansas
$374K -$6.78K -245 -2%
CIA
585
Capital Investment Advisors
Georgia
$370K +$720 +26 +0.2%
PA
586
Parallel Advisors
California
$364K +$35.3K +1,275 +10%
VF
587
Virtu Financial
New York
$363K +$152K +5,502 +69%
DOA
588
D'Orazio & Associates
Virginia
$363K +$374K +13,498 New
CPWA
589
Cerro Pacific Wealth Advisors
California
$363K +$374K +13,497 New
SSW
590
Smith Shellnut Wilson
Mississippi
$362K – – –
AMIM
591
Aull & Monroe Investment Management
Alabama
$361K -$27.7K -1,000 -7%
AWM
592
Apollon Wealth Management
South Carolina
$358K +$32.5K +1,174 +10%
DWM
593
Dakota Wealth Management
Florida
$355K -$2.21K -80 -0.6%
SWP
594
Stratos Wealth Partners
Ohio
$350K -$71.1K -2,567 -16%
RG
595
Rathbones Group
United Kingdom
$348K -$27.7K -1,000 -7%
WI
596
Wedgewood Investors
Pennsylvania
$347K – – –
WI
597
Wahed Invest
New York
$347K +$33K +1,192 +10%
IIM
598
Ironwood Investment Management
Massachusetts
$346K -$16.6K -600 -4%
B
599
Bailard
California
$345K -$11.6K -419 -3%
Luther King Capital Management (LKCM)
600
Luther King Capital Management (LKCM)
Texas
$345K -$31.3K -1,130 -8%