We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FDS
1001
First Dallas Securities
Texas
$958K +$109K +6,002 +11%
BA
1002
Bennicas & Associates
California
$957K
RWA
1003
Roberts Wealth Advisors
California
$954K +$80.2K +4,410 +8%
BMC
1004
Beaton Management Company
Massachusetts
$953K -$6.37K -350 -0.6%
QCM
1005
Quantinno Capital Management
New York
$952K -$167K -9,190 -13%
CCM
1006
Covington Capital Management
California
$951K -$104K -5,713 -8%
CWS
1007
Confluence Wealth Services
Pennsylvania
$949K -$574K -31,566 -34%
FPAS
1008
Focus Partners Advisor Solutions
Missouri
$948K +$138K +7,603 +14%
SWA
1009
Stratos Wealth Advisors
Ohio
$947K -$242K -13,310 -18%
KS
1010
Karpas Strategies
Connecticut
$947K -$40.5K -2,224 -3%
TA
1011
TCM Advisors
West Virginia
$946K
1WA
1012
180 Wealth Advisors
Washington
$940K +$80.7K +4,437 +8%
CA
1013
Clearstead Advisors
Ohio
$937K -$545K -29,975 -33%
BCA
1014
Bay Colony Advisors
Massachusetts
$936K -$284K -15,627 -20%
PA
1015
PFG Advisors
Arizona
$936K -$1.71K -94 -0.2%
FFWM
1016
Future Financial Wealth Management
Ohio
$936K +$387K +21,276 +91%
TC
1017
Truvestments Capital
Florida
$935K -$35.4K -1,944 -3%
PAM
1018
Paradigm Asset Management
New York
$934K -$9.1K -500 -0.8%
CC
1019
Centiva Capital
New York
$933K -$5.61M -308,250 -84%
GAM
1020
Griffin Asset Management
New York
$932K +$25.3K +1,392 +2%
FAM
1021
Fred Alger Management
New York
$931K +$82.5K +4,532 +8%
MHIC
1022
Marble Harbor Investment Counsel
Massachusetts
$930K +$4.08K +224 +0.4%
AHC
1023
Adell Harriman & Carpenter
Texas
$929K +$76.4K +4,200 +7%
AA
1024
Advisory Alpha
Michigan
$923K +$76.4K +4,198 +7%
PA
1025
Profund Advisors
Maryland
$918K +$14.4K +791 +1%