We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AHIA
1926
Andrew Hill Investment Advisors
Florida
$6.13M -$483K -6,660 -9%
NBT
1927
Northwest Bank & Trust
Iowa
$6.13M -$190K -2,620 -4%
CG
1928
Castellan Group
Kentucky
$6.13M -$454K -6,260 -8%
WI
1929
WrapManager Inc
California
$6.12M +$1.21M +16,760 +33%
GP
1930
Girard Partners
Pennsylvania
$6.12M +$26.8K +370 +0.5%
HWA
1931
Heritage Wealth Advisors
Virginia
$6.12M -$278K -3,840 -5%
FMN
1932
Financial Management Network
California
$6.11M -$125K -1,720 -2%
MW
1933
MBL Wealth
North Carolina
$6.11M -$219K -3,020 -4%
SIM
1934
Stratos Investment Management
Ohio
$6.08M +$3.7M +51,070 +314%
HIA
1935
Harbor Investment Advisory
Maryland
$6.08M +$1.07M +14,770 +28%
ACG
1936
Allen Capital Group
Nebraska
$6.07M -$112K -1,540 -2%
BWP
1937
Barlow Wealth Partners
Kentucky
$6.07M -$464K -6,400 -9%
PWSG
1938
Pacific Wealth Strategies Group
California
$6.07M -$35.5K -490 -0.7%
AGWCA
1939
Annis Gardner Whiting Capital Advisors
Florida
$6.06M +$610K +8,420 +14%
SFG
1940
Synergy Financial Group
California
$6.05M -$1.07M -14,730 -18%
RF
1941
Robbins Farley
New Hampshire
$6.04M -$1.38M -19,080 -22%
AWA
1942
Alta Wealth Advisors
Massachusetts
$6.03M +$22.5K +310 +0.5%
ACM
1943
Argent Capital Management
Missouri
$6.02M -$1.23M -16,950 -20%
MCA
1944
Martin Capital Advisors
Texas
$6.02M -$18.1K -250 -0.4%
KHLMTHM
1945
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.01M -$5.28M -72,880 -52%
Fiera Capital (Canada)
1946
Fiera Capital (Canada)
Quebec, Canada
$6M +$4.82M +66,450 New
MSS
1947
Mitchell Sinkler & Starr
Pennsylvania
$5.99M -$3.43M -47,270 -42%
LFM
1948
LGT Fund Management
Liechtenstein
$5.99M +$984K +13,580 +26%
TCWA
1949
Turtle Creek Wealth Advisors
Texas
$5.98M +$2.43M +33,500 +103%
LWM
1950
Laidlaw Wealth Management
New York
$5.97M -$6.24M -86,160 -57%