We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
501
Sentry Investment Management
Wisconsin
$48K -$9.65K -342 -17%
GLR
502
Great Lakes Retirement
Ohio
$48K +$47K +1,665 New
SIS
503
Strategic Investment Solutions
Illinois
$46.9K +$42.3K +1,500 New
AIC
504
Archer Investment Corporation
Indiana
$44.3K – – –
CAM
505
Costello Asset Management
Pennsylvania
$43.2K – – –
HIA
506
Harbor Investment Advisory
Maryland
$43.2K – – –
TFF
507
The Family Firm
Maryland
$42.6K +$41.7K +1,478 New
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$40K +$282 +10 +0.7%
CH
509
Cromwell Holdings
Wyoming
$37.9K +$37.1K +1,315 New
RA
510
Rise Advisors
New York
$37.1K +$310 +11 +0.9%
CP
511
Camelot Portfolios
Ohio
$36.2K +$35.5K +1,257 New
PMFA
512
Plante Moran Financial Advisors
Michigan
$35.3K – – –
DAM
513
Delta Asset Management
Tennessee
$34.6K – – –
FFC
514
First Financial Corp
Indiana
$32.8K – – –
WTC
515
WhitTier Trust Company
Nevada
$32.7K – – –
CA
516
Crewe Advisors
Utah
$32.3K – – –
AAG
517
Armstrong Advisory Group
Massachusetts
$31.7K -$9.11K -323 -23%
BWAM
518
Boyd Watterson Asset Management
Ohio
$31K – – –
WPA
519
West Paces Advisors
Georgia
$30.9K – – –
CSC
520
Caldwell Sutter Capital
California
$28.8K – – –
GXJ
521
Global X Japan
Japan
$27.2K -$5.73K -203 -18%
MSG
522
Main Street Group
Virginia
$25.8K – – –
MCM
523
Manchester Capital Management
Vermont
$25.7K +$24K +851 +2,076%
CTC
524
Central Trust Company
Missouri
$25.4K +$10.5K +371 +73%
LCM
525
Logan Capital Management
Pennsylvania
$25.3K – – –