We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
801
Capstone Investment Advisors
New York
$337K +$338K +3,634 New
VA
802
VestGen Advisors
Illinois
$337K -$23.1K -248 -6%
DWT
803
Dorsey & Whitney Trust
South Dakota
$335K +$93 +1 +0%
UWM
804
Urban Wealth Management
California
$334K
SCTC
805
Sanibel Captiva Trust Company
Florida
$332K
BMWM
806
Brown Miller Wealth Management
Virginia
$330K
SBFM
807
S-Bank Fund Management
Finland
$330K +$331K +3,563 New
WR
808
WD Rutherford
Oregon
$329K +$115K +1,238 +54%
MM
809
MQS Management
New York
$328K -$90.6K -974 -22%
MF
810
Manchester Financial
California
$327K -$6.04K -65 -2%
RT
811
Rockland Trust
Massachusetts
$327K
GSWM
812
Golden State Wealth Management
California
$325K +$26.9K +289 +9%
PPWM
813
PFG Private Wealth Management
Florida
$325K +$326K +3,508 New
SFG
814
Sather Financial Group
Texas
$320K -$24K -258 -7%
LCM
815
Lionhunter Capital Management
New York
$319K +$320K +3,444 New
SA
816
Sovran Advisors
California
$316K +$2.7K +29 +0.8%
OAM
817
Oak Asset Management
California
$315K
ISFAN
818
Investor's Fiduciary Advisor Network
Washington
$315K -$10.4K -112 -3%
RPC
819
Rossmore Private Capital
Connecticut
$314K
CWP
820
Curated Wealth Partners
California
$314K +$104K +1,123 +50%
IA
821
IFP Advisors
Florida
$313K +$114K +1,225 +57%
FAM
822
Fulcrum Asset Management
United Kingdom
$313K -$1.91M -20,587 -86%
BHC
823
Bull Harbor Capital
Maryland
$312K +$313K +3,366 New
OWA
824
Octavia Wealth Advisors
Ohio
$312K -$351K -3,773 -53%
WA1
825
Wimmer Associates 1
California
$310K