We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
2351
C.M. Bidwell & Associates
Hawaii
$247K – – –
CCM
2352
Carlson Capital Management
Minnesota
$247K +$280 +5 +0.1%
SAM
2353
Stewart Asset Management
New York
$247K +$231K +4,129 New
CAM
2354
Crestone Asset Management
Colorado
$246K – – –
OWM
2355
Opes Wealth Management
California
$246K – – –
IDA
2356
Intelligence Driven Advisers
California
$246K +$230K +4,115 New
Aristotle Capital Management
2357
Aristotle Capital Management
California
$245K – – –
MPW
2358
Monterey Private Wealth
California
$245K +$229K +4,098 New
RPC
2359
Rossmore Private Capital
Connecticut
$243K – – –
EWF
2360
Epstein & White Financial
California
$242K +$1.4K +25 +0.6%
ACM
2361
AlphaStar Capital Management
North Carolina
$241K -$28.7K -513 -11%
ACG
2362
Allen Capital Group
Nebraska
$241K – – –
JCM
2363
Jag Capital Management
Missouri
$241K – – –
FNBOO
2364
First National Bank of Omaha
Nebraska
$241K +$226K +4,030 New
BWL
2365
Bogart Wealth LLC
Virginia
$240K +$17.1K +306 +8%
RMSCM
2366
R.M. Sincerbeaux Capital Management
New York
$239K -$22.4K -400 -9%
ACM
2367
Ashford Capital Management
Delaware
$239K – – –
BMO
2368
Beck Mack & Oliver
New York
$239K – – –
RIG
2369
Roosevelt Investment Group
New York
$239K +$223K +3,989 New
EWM
2370
Executive Wealth Management
Michigan
$237K -$58.2K -1,040 -21%
TCBWMS
2371
Texas Capital Bank Wealth Management Services
Texas
$237K +$221K +3,953 New
NEWAS
2372
N.E.W. Advisory Services
Wisconsin
$237K +$221K +3,957 New
PSP
2373
Principal Street Partners
Tennessee
$237K +$222K +3,963 New
HR
2374
Hayden Royal
North Carolina
$236K -$311K -5,564 -61%
MSR
2375
Main Street Research
Connecticut
$235K +$220K +3,923 New