We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1951
Sebold Capital Management
Illinois
$284K +$299K +10,761 New
GWSG
1952
GPS Wealth Strategies Group
Colorado
$284K -$728K -26,225 -71%
CFA
1953
Cahill Financial Advisors
Minnesota
$284K -$159K -5,731 -35%
HIM
1954
Hotaling Investment Management
Pennsylvania
$284K -$28 -1 -0%
DCM
1955
Dudley Capital Management
Virginia
$283K +$297K +10,708 New
AA
1956
Alta Advisers
United Kingdom
$283K
AWM
1957
Accurate Wealth Management
Florida
$283K +$267K +9,612 New
GAA
1958
Green Alpha Advisors
Colorado
$282K -$306K -11,001 -51%
PIM
1959
Platinum Investment Management
Australia
$282K +$64.5K +2,324 +28%
ACM
1960
Avalon Capital Management
California
$281K
PS
1961
Planned Solutions
California
$280K -$87.7K -3,158 -23%
LNWTC
1962
Laird Norton Wetherby Trust Company
Washington
$280K +$294K +10,601 New
SIA
1963
SkyView Investment Advisors
New Jersey
$280K +$8.19K +295 +3%
CG
1964
Cutler Group
California
$280K +$25.2K +907 +9%
OA
1965
Oxbow Advisors
Texas
$280K -$694 -25 -0.2%
CIP
1966
Convergence Investment Partners
Florida
$280K -$830K -29,894 -74%
PWM
1967
Prentice Wealth Management
New York
$280K +$26.4K +949 +10%
FCB
1968
First Command Bank
Texas
$279K -$13.6K -490 -4%
FCFS
1969
First Command Financial Services
Texas
$279K -$13.6K -490 -4%
CFO
1970
Capitol Family Office
Oregon
$279K -$13.9K -502 -5%
IGGA
1971
Iron Gate Global Advisors
Utah
$278K -$25K -900 -8%
ORAM
1972
One River Asset Management
Connecticut
$278K +$295K +10,616 New
KIG
1973
Kowal Investment Group
Wisconsin
$278K -$7.61K -274 -3%
CWP
1974
Concord Wealth Partners
Virginia
$278K -$141K -5,093 -33%
MFWP
1975
Mosaic Family Wealth Partners
Missouri
$278K +$292K +10,505 New