We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1526
Marathon Capital Management
Maryland
$1.22M +$234K +2,843 +25%
AFAS
1527
Acorn Financial Advisory Services
Virginia
$1.21M +$1.15M +13,978 New
SFSIG
1528
San Francisco Sentry Investment Group
California
$1.21M -$854K -10,396 -43%
PCG
1529
Private Capital Group
Connecticut
$1.21M +$37.7K +459 +3%
UCMOK
1530
United Capital Management of KS
Kansas
$1.21M +$46.2K +562 +4%
CFFP
1531
Center for Financial Planning
Michigan
$1.21M +$1.14M +13,932 New
WPP
1532
Whalerock Point Partners
Rhode Island
$1.2M -$70.7K -861 -6%
MBT
1533
Montecito Bank & Trust
California
$1.2M +$220K +2,683 +24%
AL
1534
Aspiriant LLC
California
$1.2M -$39.3K -478 -3%
GAM
1535
GQ Asset Management
New York
$1.2M +$313K +3,812 +38%
FBFS
1536
First Business Financial Services
Wisconsin
$1.2M +$484K +5,888 +75%
BC
1537
Belmont Capital
California
$1.19M +$1.12M +13,668 New
AFC
1538
AFT Forsyth & Company
Florida
$1.18M +$123K +1,494 +12%
IBOK
1539
Independence Bank of Kentucky
Kentucky
$1.18M
TA
1540
TCG Advisors
Texas
$1.18M +$29.6K +360 +3%
CST
1541
Charles Schwab Trust
Nevada
$1.18M +$107K +1,308 +11%
OEP
1542
Ocean Endowment Partners
Illinois
$1.18M +$1.12M +13,614 New
VWM
1543
Vigilare Wealth Management
Arizona
$1.18M +$1.16M +14,164 New
BC
1544
Burleson & Co
California
$1.18M +$82 +1 +0%
KMWM
1545
Keudell/Morrison Wealth Management
Oregon
$1.18M +$39.1K +476 +4%
CL
1546
Choreo LLC
Illinois
$1.18M -$269K -3,278 -20%
MPAM
1547
Murphy Pohlad Asset Management
Minnesota
$1.18M +$106K +1,290 +11%
SC
1548
Saturna Capital
Washington
$1.17M
PC
1549
Port Capital
Illinois
$1.16M -$34K -414 -3%
BEC
1550
Blue Edge Capital
Virginia
$1.16M -$739 -9 -0.1%