We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
401
Everhart Financial Group
Ohio
$938K +$742K +2,827 New
LWM
402
Loveless Wealth Management
Montana
$935K -$56.4K -215 -7%
BIM
403
Bridgecreek Investment Management
Oklahoma
$913K
RG
404
Rikoon Group
New Mexico
$905K -$249K -950 -26%
SCP
405
Silverleafe Capital Partners
Tennessee
$899K -$67.2K -256 -9%
Fidelity International
406
Fidelity International
Bermuda
$883K -$516M -1,968,627 -100%
IMRF
407
Illinois Municipal Retirement Fund
Illinois
$869K +$321K +1,223 +88%
CWA
408
Clarity Wealth Advisors
California
$862K +$20.5K +78 +3%
EA
409
Emerald Advisers
Pennsylvania
$862K +$269K +1,026 +65%
AFP
410
Ausdal Financial Partners
Iowa
$860K +$680K +2,591 New
WJWM
411
Williams Jones Wealth Management
New York
$838K +$662K +2,525 New
OIM
412
Oder Investment Management
California
$832K +$658K +2,510 New
RMC
413
Regis Management Company
California
$830K -$656K -2,500 -50%
PG
414
Pendal Group
Australia
$816K +$645K +2,457 New
GSWM
415
Golden State Wealth Management
California
$810K +$1.84K +7 +0.3%
AAM
416
Advisors Asset Management
Colorado
$809K -$142K -540 -18%
DILIC
417
Dai-ichi Life Insurance Company
Japan
$805K -$946K -3,605 -60%
AC
418
Allstate Corporation
Illinois
$803K +$198K +753 +45%
CAN
419
Cetera Advisor Networks
California
$799K -$71.4K -272 -10%
JWCA
420
J.W. Cole Advisors
Florida
$797K -$469K -1,786 -43%
CCFM
421
Clear Creek Financial Management
Washington
$793K +$627K +2,391 New
MCM
422
Mengis Capital Management
Oregon
$745K -$306K -1,165 -34%
RWA
423
Redhawk Wealth Advisors
Minnesota
$721K +$3.94K +15 +0.7%
CA
424
CGN Advisors
Kansas
$721K +$570K +2,171 New
ECM
425
ExodusPoint Capital Management
New York
$708K -$220K -839 -28%