We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1701
Csenge Advisory Group
Florida
$19.7M -$4.19M -24,051 -19%
MF
1702
Manchester Financial
California
$19.7M -$1.18M -6,756 -6%
AIMC
1703
Alley Investment Management Company
Illinois
$19.7M +$58.6K +336 +0.3%
SP
1704
SIH Partners
Delaware
$19.7M +$18.1M +103,691 +5,557%
TC
1705
TFR Capital
Texas
$19.7M +$408K +2,339 +2%
LSIA
1706
LaSalle St. Investment Advisors
Illinois
$19.7M +$8.54M +48,986 +87%
AFM
1707
Aspetuck Financial Management
Connecticut
$19.7M +$6.62K +38 +0%
M
1708
MOTCO
Texas
$19.6M -$705K -4,042 -4%
HI
1709
Harper Investing
California
$19.6M -$8.43M -48,375 -31%
MA
1710
MJP Associates
Connecticut
$19.6M -$152K -871 -0.8%
SICM
1711
Sustainable Insight Capital Management
New York
$19.5M +$600K +3,445 +3%
WIC
1712
Willis Investment Counsel
Georgia
$19.4M -$111K -636 -0.6%
CCS
1713
Concentric Capital Strategies
Connecticut
$19.4M -$17.5M -100,429 -49%
AWM
1714
Accurate Wealth Management
Florida
$19.4M +$1.92M +11,023 +11%
MCM
1715
McDonough Capital Management
Florida
$19.4M +$16K +92 +0.1%
GSIAS
1716
Garden State Investment Advisory Services
New Jersey
$19.4M -$394K -2,260 -2%
ISWM
1717
Independent Solutions Wealth Management
New York
$19.4M +$108K +619 +0.6%
SCA
1718
Sage Capital Advisors
South Dakota
$19.3M -$7.7M -44,157 -30%
JSAM
1719
J. Safra Asset Management
New York
$19.3M +$4.98M +28,565 +38%
QWP
1720
Quotient Wealth Partners
Texas
$19.3M +$1.02M +5,860 +6%
KOC
1721
Koss-Olinger Consulting
Florida
$19.3M -$468K -2,683 -2%
DWP
1722
Destiny Wealth Partners
Florida
$19.2M +$3.65M +20,960 +26%
JSP
1723
Jackson Square Partners
California
$19.2M -$5.11M -29,330 -22%
RWM
1724
RKL Wealth Management
Pennsylvania
$19.2M -$2.81M -16,102 -14%
CGIM
1725
Capital Group Investment Management
Singapore
$19.1M -$996K -5,714 -5%