We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1601
Sheets Smith Wealth Management
North Carolina
$245K -$41.1K -271 -14%
PAM
1602
Peak Asset Management
Colorado
$243K -$13.7K -90 -5%
BIA
1603
Barry Investment Advisors
Massachusetts
$243K +$1.06K +7 +0.4%
SWM
1604
Segment Wealth Management
Texas
$242K -$82.7K -545 -26%
PAA
1605
Peregrine Asset Advisers
Oregon
$242K
NSCM
1606
New South Capital Management
Tennessee
$241K
AAM
1607
Autus Asset Management
Arizona
$240K -$10.3K -68 -4%
ACM
1608
Argent Capital Management
Missouri
$240K
AWS
1609
Aris Wealth Services
Pennsylvania
$239K -$23.7K -156 -9%
AL
1610
Aspiriant LLC
California
$238K
NEPWA
1611
New England Private Wealth Advisors
Massachusetts
$237K +$15K +99 +7%
Aristotle Capital Management
1612
Aristotle Capital Management
California
$235K
F
1613
FutureAdvisor
California
$235K +$9.71K +64 +4%
RCM
1614
Rotella Capital Management
Washington
$235K +$232K +1,530 New
SIA
1615
SeaBridge Investment Advisors
New Jersey
$234K -$107K -706 -32%
BL
1616
Balentine LLC
Georgia
$233K +$230K +1,516 New
SMC
1617
Smith, Moore & Co
Missouri
$232K +$229K +1,511 New
I
1618
IberiaBank
Louisiana
$232K +$229K +1,513 New
FCFC
1619
First Commonwealth Financial Corp
Pennsylvania
$231K -$385K -2,536 -63%
ZF
1620
Zhang Financial
Michigan
$228K
SFS
1621
Summit Financial Strategies
Ohio
$227K -$7.28K -48 -3%
CAI
1622
Capital Advisors Inc
Oklahoma
$226K
IRS
1623
Invictus RG (Singapore)
Singapore
$225K -$32.5K -214 -13%
CPS
1624
Counsel Portfolio Services
Ontario, Canada
$225K
HC
1625
Hourglass Capital
Texas
$225K