We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1676
Landmark Financial Advisors
Kentucky
$316K
CPIM
1677
Columbia Partners Investment Management
Virginia
$316K +$11.8K +219 +4%
TAM
1678
Taurus Asset Management
New York
$315K -$18.1K -335 -5%
GCAC
1679
Guardian Capital Advisors (Canada)
Ontario, Canada
$315K +$16.7K +309 +6%
UFG
1680
United Fire Group
Iowa
$314K
CS
1681
Credential Securities
$312K +$149K +2,756 +85%
CPIG
1682
Chicago Partners Investment Group
Illinois
$311K -$139K -2,566 -30%
GBBWRPM
1683
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$311K
AW
1684
Alpha Windward
Massachusetts
$311K +$6.26K +116 +2%
FAM
1685
Fred Alger Management
New York
$310K
NCM
1686
Neumann Capital Management
California
$309K +$19K +351 +6%
BWM
1687
Baystate Wealth Management
Massachusetts
$308K -$92.2K -1,707 -24%
PSC
1688
Prentiss Smith & Co
Vermont
$308K +$6.91K +128 +2%
SIM
1689
Sadoff Investment Management
Wisconsin
$307K +$319K +5,903 New
MG
1690
Markel Group
Virginia
$305K
HFP
1691
Holistic Financial Partners
Indiana
$302K +$20.3K +376 +7%
WIP
1692
Wellesley Investment Partners
Massachusetts
$301K -$24.6K -456 -7%
GEA
1693
Glen Eagle Advisors
New Jersey
$300K -$6.26K -116 -2%
FC
1694
Financial Consulate
Maryland
$299K
CIP
1695
Convergence Investment Partners
Florida
$299K +$69.1K +1,279 +29%
ITIM
1696
Indiana Trust & Investment Management
Indiana
$299K +$95.1K +1,760 +44%
RWG
1697
Regal Wealth Group
California
$298K +$54 +1 +0%
LWM
1698
Lyell Wealth Management
California
$298K +$17.3K +320 +6%
SCM
1699
SOL Capital Management
Maryland
$298K +$23.7K +439 +8%
LA
1700
Legacy Advisors
Pennsylvania
$298K +$209K +3,879 +245%