We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
1051
San Francisco Sentry Investment Group
California
$757K +$44.7K +542 +6%
KLC
1052
Knowledge Leaders Capital
Colorado
$750K +$9.32K +113 +1%
TTWM
1053
TCV Trust & Wealth Management
Virginia
$747K
DAM
1054
Diamant Asset Management
Connecticut
$746K -$99K -1,200 -12%
CFG
1055
CMC Financial Group
Georgia
$745K +$5.28K +64 +0.7%
NCM
1056
Northwest Capital Management
Oregon
$742K -$10.1K -122 -1%
ANB
1057
Amarillo National Bank
Texas
$742K
SSW
1058
Smith Shellnut Wilson
Mississippi
$741K -$2.06K -25 -0.3%
MWM
1059
Mission Wealth Management
California
$739K +$203K +2,459 +39%
TWI
1060
Thomas White International
Illinois
$738K -$52.8K -640 -7%
ZB
1061
Zions Bancorporation
Utah
$737K +$722K +8,755 New
BPWA
1062
Beacon Pointe Wealth Advisors
California
$735K -$126K -1,532 -15%
IWS
1063
Insight Wealth Strategies
California
$730K +$40.3K +489 +6%
AWA
1064
AmeriServ Wealth Advisors
Pennsylvania
$727K -$54.6K -662 -7%
FIM
1065
Frontier Investment Management
Texas
$722K -$413 -5 -0.1%
GCM
1066
Gables Capital Management
Florida
$721K +$192K +2,325 +37%
LP
1067
LGL Partners
Pennsylvania
$721K +$706K +8,561 New
P
1068
Pitcairn
Pennsylvania
$718K -$41.2K -499 -6%
Rafferty Asset Management
1069
Rafferty Asset Management
New York
$706K +$691K +8,378 New
BS
1070
Bessemer Securities
New York
$704K -$256K -3,100 -27%
AP
1071
Appleton Partners
Massachusetts
$702K -$22.6K -274 -3%
SBSB
1072
Sullivan, Bruyette, Speros & Blaney
Virginia
$699K +$238K +2,888 +53%
EFSCE
1073
Enterprise Financial Services Corp (EFSC)
Missouri
$696K
QSS
1074
Quantitative Systematic Strategies
Florida
$695K -$1.38M -16,787 -67%
SCI
1075
S&CO Inc
Massachusetts
$692K