We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DF
751
Donoghue Forlines
Massachusetts
$665K -$123K -1,685 -17%
IF
752
Intrua Financial
Texas
$662K -$18.9K -259 -3%
NSIM
753
North Star Investment Management
Illinois
$660K +$84.4K +1,156 +16%
HTIM
754
Harbour Trust & Investment Management
Indiana
$659K
CAG
755
Crestwood Advisors Group
Massachusetts
$658K -$32.8K -450 -5%
SIA
756
Schechter Investment Advisors
Michigan
$658K +$2.19K +30 +0.4%
SMA
757
Sage Mountain Advisors
Georgia
$657K -$24K -329 -4%
WCM
758
WealthBridge Capital Management
Ohio
$656K +$597K +8,183 New
FCI
759
Financial Counselors Inc
Kansas
$655K -$689K -9,444 -54%
SMF
760
Sterling Manor Financial
New York
$653K
NCM
761
Next Capital Management
New York
$648K +$5.99K +82 +1%
PIA
762
Pinion Investment Advisors
Kansas
$647K +$50.9K +697 +9%
BWP
763
Balboa Wealth Partners
Arizona
$644K -$43.9K -601 -7%
PTC
764
Private Trust Company
Ohio
$644K +$56.9K +780 +11%
BCM
765
Brasada Capital Management
Texas
$641K
Fisher Asset Management
766
Fisher Asset Management
Washington
$641K +$42.2K +578 +8%
MWM
767
Modern Wealth Management
Kansas
$636K +$579K +7,927 New
SIA
768
SeaBridge Investment Advisors
New Jersey
$634K -$105K -1,436 -15%
DIM
769
Delta Investment Management
California
$627K +$219 +3 +0%
CWM
770
C2C Wealth Management
Arizona
$625K
PCM
771
Pointe Capital Management
Michigan
$624K
AF
772
Allworth Financial
California
$621K +$91.8K +1,257 +19%
AMG
773
Advisors Management Group
Wisconsin
$618K +$38.3K +525 +7%
AWM
774
Aviso Wealth Management
Washington
$616K +$10.9K +150 +2%
WWM
775
Western Wealth Management
Colorado
$613K -$316K -4,326 -36%