We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
501
Goelzer Investment Management
Indiana
$329K +$338K +1,601 New
BRWA
502
B. Riley Wealth Advisors
Florida
$328K -$176K -833 -34%
LIM
503
Leavell Investment Management
Alabama
$326K
LIM
504
Longfellow Investment Management
Massachusetts
$326K +$219K +1,040 +193%
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$324K +$33.5K +159 +11%
SCA
506
Sage Capital Advisors
South Dakota
$313K +$316K +1,500 New
MC
507
Maverick Capital
Texas
$311K +$320K +1,515 New
IAA
508
Independent Advisor Alliance
North Carolina
$310K +$103K +490 +48%
RHBC
509
R.H. Bluestein & Co
Michigan
$308K
BL
510
Balentine LLC
Georgia
$304K +$312K +1,480 New
BIAS
511
Beacon Investment Advisory Services
New Jersey
$303K
PP
512
Prudential plc
United Kingdom
$302K +$310K +1,468 New
KWM
513
Kolinsky Wealth Management
New Jersey
$299K +$41.4K +196 +16%
CFG
514
Citizens Financial Group
Rhode Island
$294K
BMSSC
515
B. Metzler seel. Sohn & Co
Germany
$288K
PCG
516
Prosperity Consulting Group
Maryland
$288K +$2.95K +14 +1%
CA
517
Claro Advisors
Massachusetts
$287K
JWCA
518
J.W. Coons Advisors
Ohio
$286K +$298K +1,411 New
SI
519
Stephens Inc
Arkansas
$278K -$73.4K -348 -20%
TPWM
520
Twelve Points Wealth Management
Massachusetts
$277K +$285K +1,350 New
IAIM
521
Industrial Alliance Investment Management
Quebec, Canada
$275K +$34.4K +163 +14%
PK
522
Pflug Koory
Nebraska
$274K
APP
523
Avantax Planning Partners
Iowa
$273K
FFM
524
Forum Financial Management
Illinois
$273K +$21.1K +100 +8%
KTA
525
Keeley-Teton Advisors
Illinois
$270K