We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
2251
Asset Management Group
Connecticut
$540K -$6.52K -82 -1%
PA
2252
Promethium Advisors
Maryland
$538K -$130K -1,640 -20%
OL
2253
OneFund LLC
Florida
$536K -$6.12K -77 -1%
TF
2254
Trek Financial
Arizona
$536K -$887K -11,161 -62%
SP
2255
Successful Portfolios
Florida
$535K -$3.97K -50 -0.7%
CPCM
2256
Cardinal Point Capital Management
Ontario, Canada
$534K +$537K +6,750 New
FSA
2257
Financial Security Advisor
Virginia
$534K +$112K +1,414 +27%
GIP
2258
Granite Investment Partners
California
$532K
BFA
2259
Beacon Financial Advisory
Ohio
$532K +$117K +1,473 +28%
CCM
2260
Cox Capital Management
Massachusetts
$532K -$1.99K -25 -0.4%
MAM
2261
MWA Asset Management
Massachusetts
$531K -$9.94K -125 -2%
EFG
2262
Ethos Financial Group
Pennsylvania
$531K -$38.3K -482 -7%
MCM
2263
Mainstay Capital Management
Michigan
$531K +$291K +3,655 +120%
BC
2264
Barrett & Company
Rhode Island
$530K +$37.4K +471 +8%
SIMG
2265
Sonora Investment Management Group
Arizona
$530K -$13.4M -169,105 -96%
UCB
2266
United Community Bank
South Carolina
$529K +$8.66K +109 +2%
CFG
2267
Certior Financial Group
Pennsylvania
$528K +$29.2K +367 +6%
AGP
2268
Aspire Growth Partners
Florida
$528K -$6.6K -83 -1%
CF
2269
Claris Financial
Virginia
$527K -$29.7K -374 -5%
MW
2270
MBL Wealth
North Carolina
$527K +$198K +2,489 +60%
SN
2271
Sittner & Nelson
Oregon
$525K +$5.41K +68 +1%
CH
2272
Cromwell Holdings
Wyoming
$525K -$71.9K -904 -12%
OSNBOA
2273
Old Second National Bank of Aurora
Illinois
$524K +$2.7K +34 +0.5%
IPAM
2274
Investment Partners Asset Management
New Jersey
$524K -$1.75K -22 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
2275
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$523K -$391K -4,920 -43%