We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CI
776
Conning Inc
Connecticut
$288K -$2.97K -65 -1%
VSQM
777
V-Square Quantitative Management
Illinois
$286K +$264K +5,786 New
BTWM
778
Baker Tilly Wealth Management
Wisconsin
$284K +$8K +175 +3%
JF
779
Jump Financial
Illinois
$281K -$110K -2,396 -30%
SIC
780
Sigma Investment Counselors
Michigan
$281K
SFI
781
Siemens Fonds Invest
Germany
$281K -$4.53K -99 -2%
WCM
782
Weik Capital Management
Pennsylvania
$279K
AFP
783
Alpha Financial Partners
Kentucky
$278K +$17.6K +386 +7%
CPA
784
Court Place Advisors
Maryland
$277K -$31.7K -694 -11%
CWP
785
Concord Wealth Partners
Virginia
$275K +$237K +5,186 +1,340%
CS
786
Comerica Securities
Michigan
$275K +$12.9K +283 +5%
GWM
787
Gitterman Wealth Management
New Jersey
$274K +$254K +5,546 New
AWM
788
Apollon Wealth Management
South Carolina
$273K -$73.2K -1,601 -22%
AWA
789
Aaron Wealth Advisors
Illinois
$271K -$22.9K -501 -8%
IA
790
IFP Advisors
Florida
$269K -$867K -18,969 -75%
HA
791
Herold Advisors
New York
$267K
LOAMS
792
Lombard Odier Asset Management (Switzerland)
Switzerland
$266K +$246K +5,383 New
MFS
793
Mirabella Financial Services
United Kingdom
$266K +$246K +5,383 New
MCM
794
Manchester Capital Management
Vermont
$265K +$869 +19 +0.4%
OFS
795
OneAscent Financial Services
Alabama
$263K -$47K -1,028 -16%
TLFA
796
True Link Financial Advisors
California
$263K
CAG
797
Csenge Advisory Group
Florida
$262K -$35.5K -776 -13%
LA
798
LexAurum Advisors
Kansas
$261K +$731 +16 +0.3%
WAM
799
Watershed Asset Management
California
$260K +$3.89K +85 +2%
BFC
800
Bedel Financial Consulting
Indiana
$260K -$66.3K -1,450 -22%