We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
401
Seaview Investment Managers
Florida
$264K
P
402
&Partners
Tennessee
$263K +$267K +5,617 New
HCM
403
Howland Capital Management
Massachusetts
$259K
SCI
404
Silver Coast Investments
United States
$255K
SFA
405
Sequoia Financial Advisors
Ohio
$250K +$265K +5,588 New
CFGW
406
Chancellor Financial Group WB
Pennsylvania
$248K +$263K +5,550 New
IF
407
Intrua Financial
Texas
$248K +$263K +5,549 New
RA
408
Ruggaard & Associates
Ohio
$244K +$9.49K +200 +4%
DB
409
Danske Bank
Denmark
$242K +$257K +5,415 New
BG
410
Bahl & Gaynor
Ohio
$241K -$18.2K -384 -7%
MHIC
411
Marble Harbor Investment Counsel
Massachusetts
$240K -$114K -2,400 -31%
DC
412
Davenport & Co
Virginia
$239K +$6.08K +128 +2%
MFIM
413
Mesirow Financial Investment Management
Illinois
$234K +$4.04K +85 +2%
CCFM
414
Clear Creek Financial Management
Washington
$231K -$83.8K -1,765 -26%
UCFA
415
United Capital Financial Advisors
Texas
$226K -$446K -9,400 -65%
FCBT
416
First Citizens Bank & Trust
North Carolina
$225K
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$224K +$237K +5,000 New
MIM
418
Marco Investment Management
Georgia
$224K -$33.2K -700 -12%
CMMS
419
Comprehensive Money Management Services
Florida
$224K +$237K +4,995 New
VT
420
Vise Technologies
New York
$222K +$235K +4,954 New
BAWC
421
Boyce & Associates Wealth Consulting
Texas
$220K -$20.4K -430 -8%
HR
422
Hardy Reed
Mississippi
$220K
SPIA
423
Steward Partners Investment Advisory
New York
$212K +$22.6K +477 +11%
SFC
424
Strategic Financial Concepts
Texas
$210K +$223K +4,700 New
MWM
425
Modern Wealth Management
Kansas
$209K +$222K +4,670 New