We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1101
Goelzer Investment Management
Indiana
$351K -$64.1K -728 -15%
FAN
1102
Financial Advisors Network
California
$351K +$86K +976 +32%
AI
1103
Accredited Investors
Minnesota
$350K – – –
KP
1104
Keel Point
Alabama
$350K +$54.1K +614 +18%
BAM
1105
BOS Asset Management
Illinois
$349K +$5.11K +58 +1%
KFGK
1106
Keystone Financial Group (Kentucky)
Kentucky
$349K +$12.2K +138 +4%
WA
1107
Wealth Alliance
New York
$347K -$7.75K -88 -2%
PL
1108
Plancorp LLC
Missouri
$347K +$331K +3,761 New
AHC
1109
Adell Harriman & Carpenter
Texas
$345K – – –
Parallax Volatility Advisers
1110
Parallax Volatility Advisers
California
$345K +$135K +1,528 +63%
KDA
1111
Kraft Davis & Associates
Missouri
$343K – – –
ECA
1112
Elevated Capital Advisors
Utah
$343K -$336K -3,814 -49%
HNWAG
1113
High Net Worth Advisory Group
Florida
$343K – – –
HSA
1114
HBK Sorce Advisory
Pennsylvania
$342K -$92K -1,045 -21%
ONB
1115
Old National Bancorp
Indiana
$342K -$51.3K -582 -13%
TIA
1116
TCFG Investment Advisors
California
$341K +$17.9K +203 +5%
SCA
1117
Stonebridge Capital Advisors
Minnesota
$340K -$38.2K -434 -10%
QWP
1118
Quotient Wealth Partners
Texas
$340K -$3.52K -40 -1%
MPWT
1119
MassMutual Private Wealth & Trust
Connecticut
$339K -$12.7K -144 -4%
RYIA
1120
Roehl & Yi Investment Advisors
Oregon
$337K -$1.59K -18 -0.5%
TAM
1121
Tocqueville Asset Management
New York
$336K -$176K -2,000 -34%
IFWM
1122
Institute for Wealth Management
Colorado
$336K -$1.85K -21 -0.5%
DWS
1123
Discipline Wealth Solutions
South Carolina
$336K – – –
PE
1124
PCM Encore
Colorado
$335K +$33.8K +384 +11%
RSWM
1125
Robertson Stephens Wealth Management
California
$334K -$88.3K -1,002 -21%