We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SNB
901
Security National Bank
Nebraska
$83.7M -$1.23M -5,968 -1%
OWP
902
Obermeyer Wealth Partners
Colorado
$83.6M -$1.28M -6,214 -1%
IGGA
903
Iron Gate Global Advisors
Utah
$83.1M +$569K +2,767 +0.7%
SFS
904
Sowell Financial Services
Arkansas
$82.7M +$2.26M +10,981 +3%
PFA
905
Perryman Financial Advisory
Texas
$82.6M -$27.6K -134 -0%
PIM
906
Penobscot Investment Management
Massachusetts
$82.6M -$258K -1,255 -0.3%
JMFC
907
J.M. Forbes & Co
Massachusetts
$82.5M -$536K -2,608 -0.6%
IHL
908
Investment House LLC
California
$82.5M -$3.7M -17,995 -4%
GCM
909
Graham Capital Management
Connecticut
$82.4M +$24.2M +117,809 +40%
SAM
910
Sycomore Asset Management
France
$81.7M
BC
911
Burney Company
Virginia
$81.7M +$12.6M +61,078 +18%
AG
912
Ascent Group
Virginia
$81.3M +$3.96M +19,264 +5%
LSA
913
Leonteq Securities AG
Switzerland
$81.1M +$12.9M +62,723 +18%
DF
914
DNCA Finance
France
$81.1M -$9.66M -47,003 -10%
MA
915
Mutual Advisors
Nebraska
$80.7M +$12M +58,348 +17%
HCM
916
Harvey Capital Management
Florida
$80.4M -$33.7K -164 -0%
WWM
917
Western Wealth Management
Colorado
$80.2M +$505K +2,456 +0.6%
EC
918
Elequin Capital
New York
$80M -$2.64M -12,824 -3%
MIP
919
Ma Investment Partnership
California
$80M +$41.1M +200,000 +100%
JCM
920
Jag Capital Management
Missouri
$79.8M -$489K -2,379 -0.6%
BAM
921
Belpointe Asset Management
Nevada
$79.5M +$5.29M +25,742 +7%
RWM
922
Rockline Wealth Management
New York
$79.3M -$1.79M -8,729 -2%
SEM
923
Suncoast Equity Management
Florida
$79M -$7.9M -38,434 -9%
FNBOO
924
First National Bank of Omaha
Nebraska
$78.6M +$7.06M +34,332 +10%
MH
925
Mishpacha Holdings
$78.5M +$6.72M +32,678 +9%