We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
601
Janus Henderson Group
$503K
SC
602
Schulhoff & Co
Ohio
$500K +$538K +9,567 New
RHDIC
603
R.H. Dinel Investment Counsel
California
$498K
LWAC
604
Laurel Wealth Advisors (California)
California
$498K +$25.3K +450 +5%
GI
605
Gradient Investments
Minnesota
$497K -$3.71K -66 -0.7%
BFO
606
Boston Family Office
Massachusetts
$489K
CRC
607
Curi RMB Capital
Illinois
$483K +$132K +2,355 +34%
CWP
608
Curated Wealth Partners
California
$483K +$519K +9,245 New
MCA
609
MSH Capital Advisors
Arizona
$479K +$28.1K +500 +6%
CFGS
610
Concourse Financial Group Securities
Alabama
$478K -$8.15K -145 -2%
EP
611
Eudaimonia Partners
Tennessee
$477K +$20.5K +365 +4%
ACA
612
Atlas Capital Advisors
Wyoming
$476K -$322K -5,738 -39%
FMTC
613
Farmers & Merchants Trust Company
California
$475K
TCM
614
Tandem Capital Management
New Jersey
$471K +$115K +2,050 +29%
CG
615
Caprock Group
Idaho
$470K +$166K +2,959 +49%
CW
616
CreativeOne Wealth
Kansas
$469K -$33K -588 -6%
ACM
617
Argyle Capital Management
Pennsylvania
$469K
MA
618
Montag & Associates
Georgia
$469K
TPCW
619
TD Private Client Wealth
New York
$468K +$201K +3,579 +67%
PL
620
Plancorp LLC
Missouri
$465K +$499K +8,886 New
KS
621
Karpas Strategies
Connecticut
$463K
RSVP
622
Ramsay Stattman Vela & Price
Colorado
$462K
NL
623
NWAM LLC
Washington
$462K +$147K +2,621 +40%
SAMT
624
Select Asset Management & Trust
Pennsylvania
$461K
RIM
625
Reynolds Investment Management
South Carolina
$459K -$5.73K -102 -1%