We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1301
Advisors Asset Management
Colorado
$15.1M +$2.31M +31,810 +24%
PCM
1302
Palestra Capital Management
New York
$15M +$12.1M +166,500 New
DPIM
1303
Duff & Phelps Investment Management
Illinois
$15M -$5.42M -74,730 -31%
Flossbach Von Storch
1304
Flossbach Von Storch
Germany
$15M -$352K -4,860 -3%
ET
1305
Equitable Trust
Tennessee
$15M -$407K -5,620 -3%
HWM
1306
Heirloom Wealth Management
Colorado
$15M +$5.21M +71,900 +77%
SPIS
1307
Steward Partners Investment Solutions
Oregon
$14.9M +$9.27M +127,950 +348%
CMS
1308
Capital Market Strategies
Florida
$14.9M -$470K -6,480 -4%
DAM
1309
Deltec Asset Management
New York
$14.9M -$6.77M -93,360 -36%
PIM
1310
Progressive Investment Management
Oregon
$14.8M +$3.78M +52,180 +47%
IPW
1311
Invictus Private Wealth
Colorado
$14.8M -$201K -2,780 -2%
CPBTD
1312
Central Pacific Bank - Trust Division
Hawaii
$14.7M +$11.8M +162,880 New
SFS
1313
Stiles Financial Services
Minnesota
$14.7M -$769K -10,610 -6%
SCM
1314
Sirios Capital Management
Massachusetts
$14.7M -$11.7M -160,810 -50%
KJWM
1315
Kiley Juergens Wealth Management
Washington
$14.7M -$17.4K -240 -0.1%
MA
1316
McBroom & Associates
Nevada
$14.6M -$1.78M -24,530 -13%
OWA
1317
Octavia Wealth Advisors
Ohio
$14.6M -$735K -10,140 -6%
CI
1318
Carroll Investors
South Carolina
$14.6M -$296K -4,080 -2%
PWCM
1319
Processus Wealth & Capital Management
Tennessee
$14.5M -$1.33M -18,310 -10%
SM
1320
STF Management
Texas
$14.5M -$85.5K -1,180 -0.7%
GFS
1321
GYL Financial Synergies
Connecticut
$14.5M +$3.19M +43,970 +38%
CM
1322
Crestline Management
Texas
$14.5M +$3.26M +45,000 +39%
PCM
1323
Parsons Capital Management
Rhode Island
$14.4M -$2.85M -39,320 -20%
PDL
1324
Portfolio Design Labs
California
$14.4M -$725 -10 -0%
PGIM
1325
Pacific Global Investment Management
California
$14.4M -$195K -2,690 -2%