We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
1051
Spirit of America Management Corp
New York
$424K -$31.3K -100 -7%
AA
1052
Alta Advisers
United Kingdom
$424K – – –
PCM
1053
Princeton Capital Management
New Jersey
$423K – – –
PS
1054
Portfolio Strategies
New York
$422K – – –
Fisher Asset Management
1055
Fisher Asset Management
Washington
$419K -$374K -1,192 -48%
KWM
1056
Kolinsky Wealth Management
New Jersey
$419K +$110K +351 +38%
Daymark Wealth Partners
1057
Daymark Wealth Partners
Ohio
$418K +$402K +1,282 New
RMCM
1058
Reynders McVeigh Capital Management
Massachusetts
$418K -$94K -300 -19%
Federation des caisses Desjardins du Quebec
1059
Federation des caisses Desjardins du Quebec
Quebec, Canada
$415K -$2.05M -6,548 -84%
Exencial Wealth Advisors
1060
Exencial Wealth Advisors
Oklahoma
$413K -$52.3K -167 -12%
FPCP
1061
Fort Point Capital Partners
California
$408K -$103K -328 -21%
AF
1062
Alerus Financial
North Dakota
$408K -$8.78K -28 -2%
SAM
1063
Security Asset Management
New York
$406K +$390K +1,244 New
MSS
1064
Mitchell Sinkler & Starr
Pennsylvania
$405K +$94K +300 +32%
APA
1065
Astoria Portfolio Advisors
New York
$404K -$32.9K -105 -8%
GDP
1066
Great Diamond Partners
Maine
$403K -$58.9K -188 -13%
WAP
1067
Wealthcare Advisory Partners
Pennsylvania
$402K +$23.2K +74 +6%
GCP
1068
GSA Capital Partners
United Kingdom
$401K +$385K +1,228 New
WMA
1069
Wealth Management Associates
New Jersey
$401K -$177K -565 -31%
CP
1070
Covenant Partners
Tennessee
$397K +$382K +1,218 New
Perigon Wealth Management
1071
Perigon Wealth Management
California
$394K +$50.2K +160 +15%
CPG
1072
Cornerstone Planning Group
New Jersey
$393K +$380K +1,212 New
Jump Financial
1073
Jump Financial
Illinois
$393K +$377K +1,204 New
TTWM
1074
TCV Trust & Wealth Management
Virginia
$392K -$28.8K -92 -7%
APW
1075
Aurora Private Wealth
New Jersey
$392K – – –