We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1826
WrapManager Inc
California
$809K +$160K +2,086 +25%
KOCAA
1827
Knights of Columbus Asset Advisors
Connecticut
$808K -$48.1K -629 -6%
AIS
1828
AM Investment Strategies
Tennessee
$806K +$58.6K +766 +8%
KPCM
1829
Kings Point Capital Management
New York
$804K -$269K -3,512 -25%
FIM
1830
Fruth Investment Management
Texas
$803K
SMC
1831
Smith, Moore & Co
Missouri
$799K -$274K -3,586 -26%
WFWM
1832
Wechter Feldman Wealth Management
New Jersey
$799K
HWA
1833
HHM Wealth Advisors
Tennessee
$798K
AWA
1834
Arkadios Wealth Advisors
Georgia
$797K +$277K +3,624 +55%
TWI
1835
Thomas White International
Illinois
$795K
FFIC
1836
First Fiduciary Investment Counsel
Ohio
$794K +$35.8K +468 +5%
TIA
1837
Tiemann Investment Advisors
California
$791K
IFG
1838
Investors Financial Group
Minnesota
$791K +$119K +1,552 +18%
IFWM
1839
Institute for Wealth Management
Colorado
$786K +$63.3K +827 +9%
OFW
1840
Omnia Family Wealth
Florida
$784K -$12K -157 -2%
MKC
1841
M. Kraus & Co
Vermont
$779K +$17.7K +232 +2%
BWM
1842
BerganKDV Wealth Management
Minnesota
$778K +$33.6K +439 +5%
WDC
1843
Woodward Diversified Capital
California
$777K +$762K +9,960 New
BIM
1844
Baldwin Investment Management
Pennsylvania
$774K -$178K -2,323 -19%
MWM
1845
Meridian Wealth Management
Kentucky
$773K -$534K -6,982 -41%
DA
1846
Doliver Advisors
Texas
$773K +$79.2K +1,036 +12%
SEEDPG
1847
S.E.E.D. Planning Group
New York
$773K +$421K +5,501 +125%
GCM
1848
Gladius Capital Management
Illinois
$772K +$486K +6,350 +180%
VCM
1849
Virtue Capital Management
Tennessee
$771K -$308K -4,031 -29%
FCB
1850
First Command Bank
Texas
$769K +$78.9K +1,032 +12%