We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PO
2501
Private Ocean
California
$87K -$11.2K -200 -12%
CI
2502
CX Institutional
Indiana
$84K -$2.25M -40,240 -97%
SIS
2503
Sound Income Strategies
Florida
$84K +$56 +1 +0.1%
ST
2504
Sageworth Trust
Pennsylvania
$84K +$16.8K +300 +27%
FGAM
2505
Financial Gravity Asset Management
Texas
$83K -$16.8K -300 -19%
TCM
2506
TD Capital Management
Tennessee
$80K -$7.28K -130 -9%
BAMG
2507
Brand Asset Management Group
Missouri
$78K +$168 +3 +0.2%
GAAM
2508
Guinness Atkinson Asset Management
California
$74K +$68.9K +1,232 New
BCM
2509
Bourgeon Capital Management
Connecticut
$72K – – –
NCM
2510
New Capital Management
Texas
$70K – – –
MS
2511
Mizuho Securities
Japan
$69K +$19.6K +350 +44%
RG
2512
Retirement Group
California
$68K +$63.7K +1,139 New
TIM
2513
Tortoise Investment Management
New York
$66K +$1.57K +28 +3%
CTB
2514
Country Trust Bank
Illinois
$66K +$23.1K +412 +60%
AA
2515
AlphaMark Advisors
Kentucky
$65K +$16.8K +301 +38%
BHWM
2516
Bay Harbor Wealth Management
Maryland
$62K -$3.75K -67 -6%
CAL
2517
Capital Advisors Ltd
Ohio
$61K -$1.62K -29 -3%
JWM
2518
Janiczek Wealth Management
Colorado
$61K – – –
LWA
2519
Lenox Wealth Advisors
New York
$60K +$56 +1 +0.1%
SC
2520
Steph & Co
Wisconsin
$59K +$55.3K +988 New
HWM
2521
Holloway Wealth Management
Florida
$55K – – –
PCC
2522
Park Circle Company
Maryland
$54K – – –
RWM
2523
Raffa Wealth Management
District of Columbia
$53.2K – – –
WCM
2524
Wealthcare Capital Management
Virginia
$52K +$18.4K +328 +60%
LAS
2525
Lloyd Advisory Services
Georgia
$50K +$47K +840 New