We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1901
Advance Capital Management
Michigan
$340K
MJRIC
1902
Mogy Joel R Investment Counsel
California
$338K -$546K -3,840 -61%
SC
1903
Sinecera Capital
Texas
$338K
MLFP
1904
MPS Loria Financial Planners
Illinois
$337K
GS
1905
GTS Securities
Florida
$337K +$342K +2,403 New
TCBWMS
1906
Texas Capital Bank Wealth Management Services
Texas
$337K -$26.5K -186 -7%
EFI
1907
EHP Funds Inc
Canada
$337K -$398K -2,800 -54%
AA
1908
Alta Advisers
United Kingdom
$337K
AAP
1909
Aristotle Atlantic Partners
Florida
$337K
FFWM
1910
Future Financial Wealth Management
Ohio
$334K +$427 +3 +0.1%
OC
1911
Oakworth Capital
Alabama
$334K -$285 -2 -0.1%
FIBT
1912
First International Bank & Trust
North Dakota
$333K -$207K -1,455 -38%
FWA
1913
FSM Wealth Advisors
Ohio
$333K -$10.1K -71 -3%
BOS
1914
Bank of Stockton
California
$332K -$1.42K -10 -0.4%
AIS
1915
AM Investment Strategies
Tennessee
$330K +$106K +748 +47%
MWA
1916
Monograph Wealth Advisors
California
$330K +$996 +7 +0.3%
RP
1917
Rowlandmiller & Partners
Georgia
$329K -$7.11K -50 -2%
AS
1918
Altshuler Shaham
Israel
$328K -$133K -933 -29%
NCM
1919
Novare Capital Management
North Carolina
$328K +$2.13K +15 +0.6%
IAG
1920
Investment Advisory Group
Massachusetts
$328K +$4.27K +30 +1%
AR
1921
Advisory Research
Illinois
$327K +$332K +2,331 New
OFS
1922
OneAscent Financial Services
Alabama
$326K +$331K +2,323 New
RCG
1923
Rock Creek Group
District of Columbia
$326K -$154K -1,082 -32%
ACP
1924
Aviance Capital Partners
Florida
$326K -$72.8K -512 -18%
PIN
1925
Prudent Investors Network
California
$324K +$27.5K +193 +9%