We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
726
Moran Wealth Management
Florida
$358K -$174K -311 -33%
LS
727
Livforsakringsbolaget Skandia
Sweden
$356K – – –
BCM
728
Bourgeon Capital Management
Connecticut
$355K – – –
CIA
729
Caerus Investment Advisors
Texas
$355K +$14.6K +26 +4%
JSW
730
Journey Strategic Wealth
New Jersey
$354K +$11.2K +20 +3%
FFM
731
Forum Financial Management
Illinois
$354K +$561 +1 +0.2%
IAS
732
Insigneo Advisory Services
Florida
$351K -$11.5M -20,523 -97%
CWM
733
Connecticut Wealth Management
Connecticut
$351K -$2.8K -5 -0.8%
ASN
734
Advisory Services Network
Georgia
$350K -$101K -180 -23%
CI Investments Inc
735
CI Investments Inc
Ontario, Canada
$345K -$556K -992 -62%
PCM
736
Prelude Capital Management
New York
$345K -$17.9K -32 -5%
SI
737
Sava Infond
Slovenia
$344K – – –
AR
738
Apeiron RIA
Texas
$342K -$5.05K -9 -2%
WTC
739
WhitTier Trust Company
Nevada
$342K -$14.6K -26 -4%
SFS
740
Sowell Financial Services
Arkansas
$340K +$20.8K +37 +7%
GFP
741
Gryphon Financial Partners
Ohio
$339K +$1.68K +3 +0.5%
ZBNA
742
Zions Bancorporation, National Association
Utah
$337K +$216K +386 +191%
CIA
743
Citadel Investment Advisory
Ohio
$336K +$2.8K +5 +0.9%
DZ Bank
744
DZ Bank
Germany
$336K -$413K -736 -56%
HP
745
Havemeyer Place
Connecticut
$336K +$328K +585 New
JF
746
JSF Financial
California
$334K -$28K -50 -8%
WCM
747
Weaver Capital Management
Georgia
$329K – – –
PE
748
PCM Encore
Colorado
$329K +$321K +573 New
FAM
749
Fenimore Asset Management
New York
$328K – – –
KP
750
Keel Point
Alabama
$328K -$28K -50 -8%