We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
UF
1301
Univest Financial
Pennsylvania
$2.78M -$118K -1,258 -5%
RIA
1302
Regal Investment Advisors
Michigan
$2.78M +$1.44M +15,327 +138%
WC
1303
Waterloo Capital
Texas
$2.78M +$1.73M +18,421 +232%
GC
1304
Grimes & Company
Massachusetts
$2.77M -$55.9K -596 -2%
MMPW
1305
Mitchell McLeod Pugh & Williams
Alabama
$2.76M -$13K -138 -0.6%
B
1306
Bailard
California
$2.75M -$278K -2,964 -10%
JFGIW
1307
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.74M -$1.21M -12,850 -33%
SCM
1308
Silvant Capital Management
Georgia
$2.74M
LCM
1309
Legato Capital Management
California
$2.74M +$822K +8,759 +51%
CRIG
1310
Charter Research & Investment Group
Connecticut
$2.74M -$41.6K -443 -2%
SIG
1311
Sargent Investment Group
Maryland
$2.73M +$14.4K +153 +0.6%
WCM
1312
Windward Capital Management
California
$2.73M -$161K -1,718 -6%
CIAS
1313
CFS Investment Advisory Services
New Jersey
$2.73M +$255K +2,719 +12%
KCM
1314
Kathmere Capital Management
Pennsylvania
$2.73M +$426K +4,540 +21%
PHS
1315
Pekin Hardy Strauss
Illinois
$2.72M +$514K +5,478 +27%
AWM
1316
Aries Wealth Management
Maine
$2.72M -$17.4K -185 -0.7%
RSC
1317
Red Spruce Capital
Pennsylvania
$2.71M +$61.1K +651 +3%
AIA
1318
AIMZ Investment Advisors
California
$2.7M -$28K -298 -1%
SAI
1319
Savvy Advisors Inc
New York
$2.69M +$810K +8,627 +51%
MSFS
1320
Main Street Financial Solutions
Pennsylvania
$2.68M -$592K -6,309 -20%
HCM
1321
Huber Capital Management
California
$2.66M +$939K +10,000 +65%
OIA
1322
Oakmont Investment Advisors
Pennsylvania
$2.66M +$2.37M +25,279 New
LWM
1323
Latko Wealth Management
Illinois
$2.65M -$23.8K -254 -1%
KFI
1324
Key Financial Inc
Pennsylvania
$2.65M -$5.45K -58 -0.2%
MCWS
1325
McKinley Carter Wealth Services
West Virginia
$2.64M +$166K +1,766 +8%