We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
1001
Matthew Hamilton Rosenberg
$203K
CAM
1002
Concorde Asset Management
Michigan
$203K +$189K +770 New
IC
1003
Intersect Capital
California
$203K +$189K +772 New
SDJVC
1004
St. Denis J. Villere & Co
Louisiana
$201K +$187K +762 New
JWCA
1005
J.W. Coons Advisors
Ohio
$201K +$189K +770 New
MCA
1006
Mercer Capital Advisers
New Jersey
$199K
AWM
1007
Atticus Wealth Management
Florida
$184K +$61.4K +250 +56%
KPCM
1008
Kings Point Capital Management
New York
$184K +$98.2K +400 +133%
IF
1009
Ironwood Financial
Arizona
$184K +$172K +699 New
BCA
1010
Berman Capital Advisors
Georgia
$182K -$2.21K -9 -1%
CI
1011
CX Institutional
Indiana
$178K +$50.3K +205 +44%
AF
1012
Allworth Financial
California
$176K +$27.5K +112 +20%
RWB
1013
RMR Wealth Builders
New Jersey
$174K +$162K +662 New
RPWA
1014
Regent Peak Wealth Advisors
Georgia
$173K +$161K +656 New
SSWG
1015
Seven Springs Wealth Group
Tennessee
$169K
O
1016
Ossiam
France
$163K -$10.1M -40,981 -99%
VCM
1017
Versant Capital Management
Arizona
$162K +$1.96K +8 +1%
CCA
1018
Childress Capital Advisors
Texas
$160K +$147K +599 New
PK
1019
Pflug Koory
Nebraska
$159K
BWP
1020
Baldwin Wealth Partners
Massachusetts
$158K
SBSB
1021
Sullivan, Bruyette, Speros & Blaney
Virginia
$155K -$71.7K -292 -33%
VRM
1022
Vectors Research Management
New York
$149K
PWM
1023
Perigon Wealth Management
California
$148K +$138K +561 New
SFO
1024
Standard Family Office
South Dakota
$143K +$133K +543 New
MPWT
1025
MassMutual Private Wealth & Trust
Connecticut
$141K