We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
601
Segall Bryant & Hamill
Illinois
$1.07M – – –
FM
602
Freemont Management
Switzerland
$1.06M – – –
LFAS
603
Level Four Advisory Services
Texas
$1.06M -$38.5K -463 -3%
GC
604
Gilbert & Cook
Iowa
$1.04M +$13K +156 +1%
STA
605
Summit Trail Advisors
New York
$1.03M +$152K +1,830 +17%
JSC
606
Jackson Square Capital
California
$1.03M +$351K +4,219 +51%
BTWM
607
Baker Tilly Wealth Management
Wisconsin
$1.03M +$269K +3,233 +35%
SJIM
608
St. Johns Investment Management
Florida
$1.02M -$23K -276 -2%
BRWA
609
B. Riley Wealth Advisors
Florida
$1.01M -$150K -1,799 -13%
APG
610
Abacus Planning Group
South Carolina
$1.01M – – –
S
611
SignatureFD
Georgia
$1.01M -$19.8K -238 -2%
TA
612
TCM Advisors
West Virginia
$1.01M – – –
SAG
613
SageView Advisory Group
California
$1M +$31.1K +374 +3%
PCA
614
Peddock Capital Advisors
Massachusetts
$996K +$10.1K +121 +1%
MC
615
Moors & Cabot
Massachusetts
$993K +$30.7K +369 +3%
MAM
616
Mystic Asset Management
Rhode Island
$988K +$1M +12,066 New
CF
617
Copperwynd Financial
Arizona
$983K +$115K +1,387 +13%
ACA
618
Aptus Capital Advisors
Alabama
$981K +$91.7K +1,102 +10%
MLM
619
Mount Lucas Management
Pennsylvania
$981K -$55.3K -665 -5%
BC
620
Barrett & Company
Rhode Island
$978K +$10.1K +121 +1%
RIA
621
Regal Investment Advisors
Michigan
$971K +$8.9K +107 +0.9%
WS
622
Wedbush Securities
California
$970K +$45.8K +551 +5%
CBB
623
Citizens Business Bank
California
$968K -$649K -7,798 -65%
NL
624
Navalign LLC
California
$965K -$7.66K -92 -0.8%
WANY
625
Wealthspire Advisors (New York)
New York
$964K +$164K +1,969 +20%