We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
3026
Magnolia Capital Management
New York
$423K
MUAMU
3027
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$423K +$332K +10,000 New
MIM
3028
MTM Investment Management
South Carolina
$422K -$19.9K -600 -6%
SFS
3029
Summit Financial Strategies
Ohio
$422K -$2.66K -80 -0.8%
NPF
3030
Norris Perne & French
Michigan
$422K -$40.8K -1,230 -11%
GCM
3031
Gallacher Capital Management
Colorado
$420K -$10.3K -310 -3%
CCP
3032
Carmel Capital Partners
California
$419K +$332 +10 +0.1%
BBPWM
3033
Blue Bell Private Wealth Management
Pennsylvania
$419K +$81.3K +2,450 +33%
RW
3034
REDW Wealth
New Mexico
$418K +$62.4K +1,880 +23%
SSW
3035
Smith Shellnut Wilson
Mississippi
$418K
BFO
3036
Biltmore Family Office
North Carolina
$418K -$186K -5,610 -36%
ST
3037
Somerset Trust
Pennsylvania
$418K +$63.1K +1,900 +24%
WC
3038
Weil Company
California
$416K +$326K +9,830 New
WWC
3039
Waypoint Wealth Counsel
Georgia
$415K -$149K -4,490 -31%
CIR
3040
Clear Investment Research
Georgia
$415K +$8.96K +270 +3%
DBT
3041
Dubuque Bank & Trust
Iowa
$415K +$325K +9,800 New
HWM
3042
HighMark Wealth Management
Minnesota
$414K -$219K -6,590 -40%
FIA
3043
FNY Investment Advisers
New York
$414K +$325K +9,800 New
IAG
3044
Investment Advisory Group
Massachusetts
$411K +$5.98K +180 +2%
AAG
3045
Armstrong Advisory Group
Massachusetts
$410K -$68.1K -2,050 -17%
TAM
3046
TCP Asset Management
Ohio
$410K
WF
3047
WoodTrust Financial
Wisconsin
$406K -$122K -3,680 -28%
TC
3048
TAGStone Capital
North Carolina
$406K
CFMC
3049
Curbstone Financial Management Corp
New Hampshire
$406K +$319K +9,600 New
RI
3050
Ridgewood Investments
New Jersey
$406K +$6.64K +200 +2%