We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
1701
Pekin Hardy Strauss
Illinois
$753K -$1.13M -37,458 -59%
WC
1702
Westhampton Capital
North Carolina
$753K -$9.07K -300 -1%
MFG
1703
MidWestOne Financial Group
Iowa
$753K -$34.3K -1,135 -4%
DA
1704
Denali Advisors
California
$751K +$78.6K +2,600 +11%
VNA
1705
Valley National Advisers
Pennsylvania
$751K -$171K -5,647 -18%
PCM
1706
Penserra Capital Management
California
$751K -$166K -5,486 -17%
BMC
1707
Benin Management Corp
Connecticut
$748K -$446K -14,740 -36%
TGAM
1708
TBH Global Asset Management
Tennessee
$748K -$178K -5,886 -18%
PA
1709
PFG Advisors
Arizona
$747K -$95.1K -3,146 -11%
WAM
1710
Weatherly Asset Management
California
$747K -$152K -5,014 -16%
ICG
1711
InterOcean Capital Group
Tennessee
$745K +$39K +1,291 +5%
BLAM
1712
Bourne Lent Asset Management
New York
$743K -$333K -11,000 -30%
CFS
1713
Commonwealth Financial Services
West Virginia
$742K +$40.8K +1,349 +6%
BTWM
1714
Baker Tilly Wealth Management
Wisconsin
$742K -$1.45M -47,968 -65%
GC
1715
Gilbert & Cook
Iowa
$738K +$28.6K +945 +4%
9WM
1716
9258 Wealth Management
Ohio
$738K -$13.2K -436 -2%
PP
1717
PDS Planning
Ohio
$737K +$29.3K +968 +4%
APG
1718
Abacus Planning Group
South Carolina
$736K -$14.6K -482 -2%
AWM
1719
Adams Wealth Management
Utah
$736K +$67K +2,218 +10%
GSEP
1720
Golden State Equity Partners
California
$734K +$442K +14,607 +134%
BAM
1721
Beaumont Asset Management
Texas
$733K -$30K -994 -4%
NC
1722
Napatree Capital
Rhode Island
$729K +$765K +25,316 New
MFWP
1723
Mosaic Family Wealth Partners
Missouri
$729K +$1.27K +42 +0.2%
GFA
1724
Gallagher Fiduciary Advisors
Illinois
$724K +$195K +6,455 +35%
IIC
1725
Integrated Investment Consultants
Michigan
$724K +$144K +4,777 +23%