We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RVM
1451
Robinson Value Management
Texas
$370K – – –
HI
1452
Human Investing
Oregon
$369K -$5.92K -54 -1%
FAG
1453
Financial Advisory Group
Texas
$368K – – –
CRC
1454
Curi RMB Capital
Illinois
$367K -$110 -1 -0%
FFA
1455
First Foundation Advisors
California
$367K +$31.9K +291 +8%
CFAM
1456
Coury Firm Asset Management
Pennsylvania
$366K +$439 +4 +0.1%
BFA
1457
Beaumont Financial Advisors
Massachusetts
$364K -$44.8K -408 -9%
W
1458
Wealthquest
Ohio
$364K – – –
CCM
1459
Cox Capital Management
Massachusetts
$363K -$1.32K -12 -0.3%
SP
1460
Successful Portfolios
Florida
$362K -$30.2K -275 -7%
HBW
1461
Hazlett, Burt & Watson
West Virginia
$362K -$29.1K -265 -6%
HFRG
1462
Houlihan Financial Resource Group
Virginia
$362K +$408K +3,717 New
SF
1463
Summit Financial
New Jersey
$362K +$78.1K +712 +22%
FCB
1464
First Command Bank
Texas
$361K -$33K -301 -7%
FCFS
1465
First Command Financial Services
Texas
$361K -$33K -301 -7%
PA
1466
Probity Advisors
Texas
$361K -$17.9K -163 -4%
CAM
1467
Campion Asset Management
Virginia
$361K +$26.2K +239 +7%
MPCG
1468
Matrix Private Capital Group
New York
$359K -$110 -1 -0%
CT
1469
Columbia Trust
Oregon
$359K – – –
JMFC
1470
J.M. Forbes & Co
Massachusetts
$358K -$6.03K -55 -1%
MCC
1471
Malaga Cove Capital
California
$358K +$425K +3,877 New
FPWM
1472
FSB Premier Wealth Management
Iowa
$357K -$51.7K -471 -11%
DAC
1473
Dividend Assets Capital
South Carolina
$357K -$19K -173 -4%
OA
1474
Oxbow Advisors
Texas
$357K – – –
AWM
1475
Accurate Wealth Management
Florida
$356K -$223K -2,030 -35%