We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1326
Martin Capital Advisors
Texas
$2.35M – – –
GP
1327
Greenline Partners
New York
$2.34M -$4.64M -45,907 -73%
SCM
1328
Sterling Capital Management
North Carolina
$2.34M +$824K +8,145 +95%
KI
1329
KTF Investments
California
$2.33M +$678K +6,700 +67%
FWP
1330
FAS Wealth Partners
Kansas
$2.33M -$276K -2,726 -14%
MAWA
1331
Moss Adams Wealth Advisors
Washington
$2.33M +$138K +1,367 +9%
CIA
1332
Compass Ion Advisors
Pennsylvania
$2.32M -$81.2K -803 -5%
EWS
1333
Evergreen Wealth Solutions
Pennsylvania
$2.32M +$29.1K +288 +1%
FA
1334
Fiduciary Alliance
South Carolina
$2.32M -$25.9M -256,353 -94%
AWM
1335
Accurate Wealth Management
Florida
$2.32M +$476K +4,706 +29%
HT
1336
Heritage Trust
Oklahoma
$2.31M -$553K -5,466 -25%
ML
1337
McAdam LLC
Pennsylvania
$2.31M -$140K -1,385 -8%
BCM
1338
Brasada Capital Management
Texas
$2.31M +$1.67M +16,527 New
BAM
1339
BOS Asset Management
Illinois
$2.31M -$163K -1,614 -9%
CRM
1340
Cramer Rosenthal McGlynn
Connecticut
$2.31M +$1.67M +16,512 New
PWP
1341
Principle Wealth Partners
Connecticut
$2.3M -$61.5K -608 -4%
TLCM
1342
Twin Lakes Capital Management
California
$2.3M – – –
FMII
1343
Farmers & Merchants Investments Inc
Nebraska
$2.29M +$23.7K +234 +1%
FFA
1344
First Foundation Advisors
California
$2.28M +$554K +5,478 +50%
TPI
1345
Trust Point Inc
Wisconsin
$2.27M +$121K +1,199 +8%
EI
1346
Ellevest Inc
New York
$2.27M -$98K -969 -6%
EA
1347
Everpar Advisors
Oklahoma
$2.26M +$249K +2,459 +18%
SWM
1348
Salvus Wealth Management
New Jersey
$2.25M +$28.8K +285 +2%
CA
1349
Crewe Advisors
Utah
$2.24M -$36.9K -365 -2%
FMTC
1350
Farmers & Merchants Trust Company
California
$2.23M -$95.5K -944 -6%