We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1701
Frontier Investment Management
Texas
$251K +$11.7K +59 +5%
DCM
1702
Driehaus Capital Management
Illinois
$250K +$270K +1,363 New
AWMG
1703
Alliance Wealth Management Group
New Jersey
$249K – – –
FIG
1704
FundX Investment Group
California
$249K – – –
SXL
1705
Summit X LLC
Missouri
$248K +$22K +111 +9%
HFM
1706
Hartford Financial Management
Connecticut
$247K – – –
CIP
1707
Convergence Investment Partners
Florida
$247K +$17.8K +90 +7%
DA
1708
DSC Advisors
Illinois
$247K +$267K +1,347 New
ECM
1709
ETrade Capital Management
Virginia
$245K -$58.9K -297 -18%
DWM
1710
Darwin Wealth Management
Florida
$244K -$258K -1,300 Closed
NIM
1711
Nicollet Investment Management
Minnesota
$243K +$263K +1,326 New
FEG
1712
Financial Enhancement Group
Indiana
$242K – – –
JSA
1713
Jacobson & Schmitt Advisors
Wisconsin
$242K – – –
AIS
1714
American Investment Services
Massachusetts
$241K – – –
BFC
1715
Blue Fin Capital
Rhode Island
$241K – – –
TFA
1716
Toth Financial Advisory
Virginia
$241K +$396 +2 +0.2%
GAMA
1717
Graticule Asia Macro Advisors
New York
$241K +$261K +1,316 New
GFP
1718
Gryphon Financial Partners
Ohio
$239K -$1.78K -9 -0.7%
ALIONA
1719
Allianz Life Insurance of North America
Minnesota
$239K +$258K +1,301 New
B
1720
Bridgeworth
Alabama
$238K +$262K +1,322 New
AFG
1721
Albion Financial Group
Utah
$237K +$255K +1,289 New
FI
1722
FormulaFolio Investments
Michigan
$236K +$42.2K +213 +20%
CAGAS
1723
Capital Advisory Group Advisory Services
Minnesota
$236K +$255K +1,288 New
WP
1724
WealthShield Partners
North Carolina
$235K +$17.2K +87 +7%
AssetMark Inc
1725
AssetMark Inc
California
$234K -$197K -995 -44%