We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
751
Sigma Investment Counselors
Michigan
$266K +$3.74K +89 +2%
FWM
752
Frontier Wealth Management
Missouri
$265K -$4.54K -108 -2%
IAIM
753
Industrial Alliance Investment Management
Quebec, Canada
$264K +$245K +5,822 New
JIR
754
James Investment Research
Ohio
$263K -$58.9K -1,400 -19%
SIC
755
SJS Investment Consulting
Ohio
$260K +$242K +5,746 New
CT
756
Chicago Trust
Illinois
$259K -$42.8K -1,017 -15%
WCM
757
Weik Capital Management
Pennsylvania
$259K -$8.41K -200 -3%
CIP
758
Convergence Investment Partners
Florida
$258K -$6.47K -154 -3%
ACG
759
Allen Capital Group
Nebraska
$253K +$1.05K +25 +0.4%
FLPIM
760
F.L. Putnam Investment Management
Massachusetts
$252K +$234K +5,565 New
CAC
761
Certified Advisory Corp
Florida
$251K -$338K -8,043 -59%
OPS
762
Orion Portfolio Solutions
Nebraska
$250K -$50.5K -1,200 -18%
HFAS
763
Hummer Financial Advisory Services
Illinois
$249K -$5.3K -126 -2%
CRC
764
Curi RMB Capital
Illinois
$247K
NFG
765
Next Financial Group
Texas
$243K -$32.5K -772 -13%
MCM
766
Manchester Capital Management
Vermont
$242K
MC
767
Manteio Capital
New Jersey
$242K +$225K +5,348 New
TLFA
768
True Link Financial Advisors
California
$241K -$2.31K -55 -1%
CNB
769
Camden National Bank
Maine
$241K
LA
770
LexAurum Advisors
Kansas
$240K +$294 +7 +0.1%
RWM
771
RBA Wealth Management
California
$240K +$223K +5,304 New
6M
772
6 Meridian
Kansas
$239K +$1.56K +37 +0.7%
AGP
773
Autumn Glory Partners
Texas
$238K +$221K +5,265 New
CL
774
CPWM LLC
Washington
$236K
MFW
775
Meristem Family Wealth
Minnesota
$235K