We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1201
Indiana Trust & Investment Management
Indiana
$618K +$7.08K +95 +1%
TWM
1202
Topsail Wealth Management
North Carolina
$618K -$32.5K -436 -5%
CFO
1203
Custos Family Office
Texas
$617K +$3.73K +50 +0.6%
PH
1204
Pinnacle Holdings
Oklahoma
$617K -$3.58K -48 -0.5%
RIA
1205
Regal Investment Advisors
Michigan
$617K +$15.3K +205 +2%
BDFN
1206
Bond & Devick Financial Network
Minnesota
$616K +$28.3K +380 +4%
RC
1207
Rovin Capital
Arizona
$614K +$27.4K +367 +4%
ISL
1208
Ingalls & Snyder LLC
New York
$607K +$17.9K +240 +3%
RSS
1209
Rosenblum Silverman Sutton
California
$605K -$49.2K -660 -7%
CIC
1210
Carnegie Investment Counsel
Ohio
$604K -$159K -2,127 -20%
TCM
1211
Twin Capital Management
Pennsylvania
$604K +$646K +8,665 New
SC
1212
Syon Capital
California
$604K +$47.1K +632 +8%
LS
1213
Livforsakringsbolaget Skandia
Sweden
$603K -$44.7K -600 -6%
SMA
1214
Sage Mountain Advisors
Georgia
$603K -$26.3K -353 -4%
KGC
1215
Kennon-Green & Company
Ohio
$599K -$94.4K -1,267 -13%
CGPCS
1216
Capital Group Private Client Services
California
$598K -$8.56M -114,800 -93%
PCM
1217
Polymer Capital Management
New York
$597K +$638K +8,567 New
QWP
1218
Quotient Wealth Partners
Texas
$597K +$36.8K +494 +6%
NGA
1219
Naples Global Advisors
Florida
$597K +$11.8K +159 +2%
CCMG
1220
Clark Capital Management Group
Pennsylvania
$595K +$186K +2,490 +41%
CAM
1221
Cidel Asset Management
Ontario, Canada
$594K +$28.7K +385 +5%
BCM
1222
Brasada Capital Management
Texas
$592K +$633K +8,490 New
Financial Engines Advisors
1223
Financial Engines Advisors
California
$590K +$29.3K +393 +5%
EFSCE
1224
Enterprise Financial Services Corp (EFSC)
Missouri
$589K +$1.27K +17 +0.2%
MFA
1225
Mayflower Financial Advisors
Massachusetts
$589K -$322K -4,327 -34%