We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
2201
USA Financial Formulas
Michigan
$891K +$855K +7,410 New
KCFA
2202
Key Client Fiduciary Advisors
New Jersey
$891K +$61.2K +530 +8%
PB
2203
Pinnacle Bancorp
Nebraska
$890K +$23.1K +200 +3%
CSI
2204
Cross Staff Investments
New York
$890K
RF
2205
Rossby Financial
Florida
$889K +$419K +3,631 +98%
IAS
2206
Investment Advisory Services
Texas
$888K +$17.9K +155 +2%
MFG
2207
Magnus Financial Group
New York
$887K -$243K -2,107 -22%
SIA
2208
SGL Investment Advisors
Montana
$884K +$2.31K +20 +0.3%
YIM
2209
Yoffe Investment Management
Pennsylvania
$883K
SCM
2210
Sunbeam Capital Management
Georgia
$882K +$26.8K +232 +3%
GSC
2211
G&S Capital
Colorado
$881K -$18.4K -159 -2%
MHC
2212
May Hill Capital
Massachusetts
$879K +$219K +1,898 +35%
AOI
2213
Auto-Owners Insurance
Michigan
$878K
SFM
2214
Systematic Financial Management
New Jersey
$878K
OCAM
2215
Onex Canada Asset Management
Ontario, Canada
$878K +$842K +7,295 New
TF
2216
Trek Financial
Arizona
$877K +$47K +407 +6%
BWL
2217
Bogart Wealth LLC
Virginia
$876K +$12K +104 +1%
UAML
2218
US Asset Management LLC
Pennsylvania
$875K -$4.5K -39 -0.5%
CIM
2219
Cambria Investment Management
California
$875K +$144K +1,246 +21%
GWI
2220
Grace & White Inc
New York
$874K
WI
2221
WrapManager Inc
California
$873K +$61.5K +533 +8%
RPGK
2222
Retirement Planning Group (Kansas)
Kansas
$871K +$106K +916 +14%
CA
2223
Crumly & Associates
Illinois
$870K +$32.3K +280 +4%
NCM
2224
Neumann Capital Management
California
$869K
AIM
2225
Axiom Investment Management
New York
$868K +$833K +7,217 New