We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1301
Brave Asset Management
New Jersey
$663K
CRM
1302
Cramer Rosenthal McGlynn
Connecticut
$661K
W
1303
Wealthquest
Ohio
$656K -$19.1K -119 -3%
EFSCE
1304
Enterprise Financial Services Corp (EFSC)
Missouri
$656K -$964 -6 -0.1%
KP
1305
Keel Point
Alabama
$656K +$321 +2 +0%
EWMCB
1306
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$656K +$678K +4,221 New
GLI
1307
Guardian Life Insurance
New York
$654K
SAM
1308
Strategy Asset Managers
California
$653K +$21.1K +131 +3%
KIA
1309
King Investment Advisors
Texas
$651K -$50.5K -314 -7%
TFF
1310
The Family Firm
Maryland
$649K -$82.6K -514 -11%
WFG
1311
Windsor Financial Group
Minnesota
$643K -$4.18K -26 -0.6%
AIM
1312
Aspen Investment Management
Michigan
$641K -$178K -1,105 -21%
FIM
1313
Fruth Investment Management
Texas
$641K
BWP
1314
BSW Wealth Partners
Colorado
$640K
MCM
1315
Monarch Capital Management
Indiana
$639K
Koshinski Asset Management
1316
Koshinski Asset Management
Illinois
$639K +$217K +1,350 +43%
GIA
1317
Gargoyle Investment Advisor
New Jersey
$638K +$660K +4,105 New
HIC
1318
Hartline Investment Corp
Illinois
$637K +$243K +1,511 +58%
PA
1319
Planning Alternatives
Michigan
$632K
SIC
1320
Sigma Investment Counselors
Michigan
$631K +$964 +6 +0.1%
EWM
1321
Endurance Wealth Management
Rhode Island
$629K -$6.75K -42 -1%
CCMG
1322
Clark Capital Management Group
Pennsylvania
$627K -$46.9K -292 -7%
HCM
1323
Hutchinson Capital Management
California
$625K -$46.1K -287 -7%
SLA
1324
Silver Lake Advisory
Utah
$625K -$11.4K -71 -2%
ST
1325
Sentinel Trust
Texas
$624K -$1.08M -6,750 -63%