We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DP
2076
Denver PWM
Colorado
$280K +$9.67K +266 +3%
AFG
2077
Albion Financial Group
Utah
$278K -$562K -15,459 -65%
CWM
2078
Campbell Wealth Management
Virginia
$278K -$30.7K -844 -9%
SLT
2079
St Louis Trust
Missouri
$278K -$21.7K -598 -7%
CA
2080
Cortland Associates
Missouri
$278K – – –
NQWM
2081
Northwest Quadrant Wealth Management
Oregon
$278K +$48.5K +1,335 +20%
RPC
2082
Rossmore Private Capital
Connecticut
$277K – – –
IA
2083
IFG Advisors
Missouri
$277K +$295K +8,114 New
SLA
2084
Silver Lake Advisory
Utah
$273K -$9.93K -273 -3%
AIP
2085
Almanack Investment Partners
Pennsylvania
$273K -$3.24K -89 -1%
AIA
2086
Alera Investment Advisors
Illinois
$272K -$37.9K -1,043 -12%
AWM
2087
AllSquare Wealth Management
New York
$272K -$19.2K -527 -6%
TI
2088
Truepoint Inc
Ohio
$271K -$63.9K -1,757 -18%
LA
2089
LexAurum Advisors
Kansas
$271K +$109 +3 +0%
MTC
2090
McDaniel Terry & Co
Texas
$271K +$289K +7,958 New
WAM
2091
Weiss Asset Management
Massachusetts
$270K +$107K +2,952 +59%
Assenagon Asset Management
2092
Assenagon Asset Management
Luxembourg
$269K -$126M -3,457,189 -100%
FMB
2093
Field & Main Bank
Kentucky
$269K -$111K -3,057 -28%
FBFS
2094
First Business Financial Services
Wisconsin
$269K -$32K -879 -10%
BFG
2095
Barber Financial Group
Kansas
$269K -$10.7K -293 -4%
MCG
2096
McCollum Christoferson Group
New York
$268K – – –
WCM
2097
Wallace Capital Management
Texas
$267K -$34.9K -959 -11%
CFA
2098
Capstone Financial Advisors
Illinois
$266K -$3.64K -100 -1%
AMCA
2099
Arthur M. Cohen & Associates
Illinois
$266K +$17.5K +482 +7%
BAMG
2100
Brand Asset Management Group
Missouri
$263K -$21.6K -595 -7%