We are live on ! Find out more
SPOT icon

Spotify
SPOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
601
Permanent Capital Management
Illinois
$312K +$122K +406 New
MFIM
602
Mesirow Financial Investment Management
Illinois
$310K +$297K +987 New
AO
603
Advisor OS
Illinois
$307K +$294K +977 New
UFF
604
USA Financial Formulas
Michigan
$306K +$294K +975 New
AAS
605
Ameritas Advisory Services
Nebraska
$305K +$293K +972 New
FCH
606
Freestone Capital Holdings
Washington
$302K +$290K +964 New
DAM
607
Delta Asset Management
Tennessee
$299K -$3.01K -10 -1%
SPFA
608
Summit Place Financial Advisors
New Jersey
$297K -$5.42K -18 -2%
SMA
609
Seven Mile Advisory
New Jersey
$297K -$1.03M -3,435 -78%
IAIM
610
International Assets Investment Management
Florida
$295K +$2.11K +7 +0.8%
WPC
611
Wedmont Private Capital
Pennsylvania
$292K +$66.2K +220 +30%
RI
612
Ridgewood Investments
New Jersey
$292K -$37.6K -125 -12%
TC
613
TownSquare Capital
Utah
$289K +$278K +922 New
PTC
614
Petrus Trust Company
Texas
$285K -$185K -614 -40%
MS
615
Maven Securities
Jersey
$284K +$272K +905 New
WP
616
WealthPLAN Partners
Nebraska
$282K -$5.42K -18 -2%
WTG
617
West Tower Group
Virginia
$282K +$271K +900 New
LI
618
LVZ Inc
Michigan
$282K +$903 +3 +0.3%
SC
619
Savant Capital
Illinois
$280K +$3.01K +10 +1%
AWM
620
Axxcess Wealth Management
California
$277K -$5.12K -17 -2%
MAM
621
Martingale Asset Management
Massachusetts
$276K -$1.31M -4,350 -83%
CC
622
Corton Capital
Ontario, Canada
$275K +$264K +876 New
EL
623
EWA LLC
Pennsylvania
$274K -$903 -3 -0.4%
OWA
624
One Wealth Advisors
California
$274K +$243K +806 New
NCM
625
Next Capital Management
New York
$270K – – –
23 24
25
26 27