We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1251
Marco Investment Management
Georgia
$612K -$241K -14,173 -27%
SFC
1252
Strategic Financial Concepts
Texas
$611K -$46.5K -2,733 -7%
HWM
1253
Horizon Wealth Management
Illinois
$611K +$75.1K +4,411 +13%
CPA
1254
Court Place Advisors
Maryland
$611K -$23.9K -1,404 -4%
CC
1255
Centiva Capital
New York
$611K +$629K +36,918 +2,705%
EF
1256
Exeter Financial
Arizona
$611K +$55.6K +3,265 +9%
H
1257
HoyleCohen
California
$610K +$5.91K +347 +0.9%
GSIAS
1258
Garden State Investment Advisory Services
New Jersey
$608K -$34.6K -2,034 -5%
RWPA
1259
Richard W. Paul & Associates
Michigan
$607K +$55.3K +3,249 +9%
BP
1260
Ballentine Partners
Massachusetts
$607K -$184K -10,788 -22%
TC
1261
Trust Company
Kansas
$606K +$168K +9,839 +35%
CBNLCF
1262
Cognios Beta Neutral Large Cap Fund
Kansas
$604K -$223K -13,089 -26%
EWA
1263
Etesian Wealth Advisors
Oregon
$603K +$142K +8,313 +28%
AWM
1264
Adams Wealth Management
Utah
$603K +$83.6K +4,908 +15%
CCA
1265
Checchi Capital Advisers
California
$602K -$268K -15,741 -29%
JSC
1266
Jackson Square Capital
California
$602K -$111K -6,542 -15%
WBC
1267
Westpac Banking Corp
Australia
$601K -$12.3M -724,900 -95%
LA
1268
Latitude Advisors
Florida
$599K +$72.6K +4,260 +13%
IFWM
1269
Institute for Wealth Management
Colorado
$597K -$10.2K -597 -2%
PA
1270
PFG Advisors
Arizona
$596K -$115K -6,755 -15%
GL
1271
Graypoint LLC
New York
$596K +$136K +7,977 +27%
CSPIA
1272
Cary Street Partners Investment Advisory
Virginia
$596K -$7.78K -457 -1%
TIMH
1273
Tilt Investment Management Holdings
New York
$595K
OBWG
1274
Onyx Bridge Wealth Group
New York
$593K +$92.2K +5,415 +17%
JWA
1275
JFS Wealth Advisors
Pennsylvania
$592K -$21.3K -1,251 -3%