We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ADMI
1251
Albert D. Mason Inc
Massachusetts
$740K -$496 -20 -0.1%
CHC
1252
City Holding Co
West Virginia
$740K -$106K -4,260 -11%
FAM
1253
Fulcrum Asset Management
United Kingdom
$738K -$68.1K -2,745 -8%
BHWM
1254
Bar Harbor Wealth Management
New Hampshire
$738K +$13.2K +531 +2%
UCI
1255
Uncommon Cents Investing
Wisconsin
$736K +$62.3K +2,512 +8%
CAAS
1256
Capital Asset Advisory Services
Michigan
$733K +$247K +9,967 +39%
DMBA
1257
Deseret Mutual Benefit Administrators
Utah
$732K -$86.6K -3,490 -9%
BW
1258
BIP Wealth
Georgia
$731K +$130K +5,243 +17%
RIM
1259
Redwood Investment Management
Arizona
$731K +$129K +5,214 +17%
LFA
1260
Legacy Financial Advisors
Kentucky
$729K -$4.2K -169 -0.5%
SG
1261
Sienna Gestion
France
$728K +$819K +32,993 New
QP
1262
Quilter Plc
United Kingdom
$728K +$83.7K +3,374 +11%
CP
1263
Castleview Partners
Texas
$725K +$186K +7,485 +27%
SAM
1264
Secure Asset Management
Michigan
$724K -$541K -21,778 -38%
GC
1265
Grimes & Company
Massachusetts
$724K -$483K -19,456 -36%
BAM
1266
Byrne Asset Management
New Jersey
$724K -$73.6K -2,966 -8%
CS
1267
Capital Square
Tennessee
$719K -$4.39K -177 -0.5%
CL
1268
COWA LLC
Oklahoma
$717K +$30.1K +1,211 +4%
BWA
1269
Beam Wealth Advisors
Louisiana
$716K +$5.78K +233 +0.7%
PIA
1270
Perennial Investment Advisors
California
$714K -$4.17K -168 -0.5%
BHPW
1271
Beverly Hills Private Wealth
California
$713K -$389K -15,662 -31%
SP
1272
SmartHarvest Portfolios
Washington
$710K +$256K +10,326 +43%
FNA
1273
First National Advisers
Nebraska
$707K +$22.6K +912 +3%
SFG
1274
Southern Financial Group
Alabama
$707K +$3.97K +160 +0.5%
WA
1275
WESPAC Advisors
California
$707K +$37K +1,492 +5%