We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1951
AMG Funds
Connecticut
$524K +$31.1K +613 +7%
IUHSA
1952
Itau Unibanco Holding S.A.
Brazil
$523K – – –
MAA
1953
Mraz Amerine & Associates
California
$521K +$76.6K +1,511 +18%
JCM
1954
Janney Capital Management
Pennsylvania
$518K -$59K -1,163 -11%
AFA
1955
American Financial Advisors
Georgia
$518K +$24.8K +489 +5%
OFG
1956
OmniStar Financial Group
North Carolina
$517K -$130K -2,565 -21%
AIM
1957
Advantage Investment Management
Iowa
$517K -$19.7K -388 -4%
IC
1958
Inverness Counsel
New York
$517K – – –
AWA
1959
Acorn Wealth Advisors
Michigan
$517K +$5.22K +103 +1%
CWM
1960
Connecticut Wealth Management
Connecticut
$516K -$8.27K -163 -2%
BBA
1961
Braun-Bostich & Associates
Pennsylvania
$516K +$181K +3,574 +59%
BLA
1962
Balter Liquid Alternatives
Massachusetts
$515K +$254K +5,014 +110%
GAG
1963
GM Advisory Group
New York
$513K – – –
PBO
1964
Peoples Bank (Ohio)
Ohio
$511K -$26.4K -521 -5%
MCM
1965
MV Capital Management
Maryland
$509K +$23.5K +463 +5%
BFO
1966
Biltmore Family Office
North Carolina
$508K – – –
FPCP
1967
Fort Point Capital Partners
California
$507K -$323K -6,377 -40%
PAM
1968
Peak Asset Management
Colorado
$507K -$37.3K -736 -7%
BA
1969
Bennicas & Associates
California
$506K – – –
FA
1970
Financial Advisors
Massachusetts
$504K -$2.23K -44 -0.5%
KF
1971
Krilogy Financial
Missouri
$502K -$28.5K -561 -6%
RWM
1972
RKL Wealth Management
Pennsylvania
$502K +$16K +315 +3%
WG
1973
Winton Group
United Kingdom
$501K -$174K -3,438 -27%
CWM
1974
Catamount Wealth Management
Connecticut
$501K +$446K +8,800 +1,670%
NC
1975
Noked Capital
Israel
$499K -$391K -7,700 -45%