We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1726
Integrated Wealth Concepts
Massachusetts
$632K +$59K +2,410 +11%
MCMT
1727
Moon Capital Management (Tennessee)
Tennessee
$632K +$7.13K +291 +1%
CAS
1728
Cue Advisory Services
Arizona
$630K +$980 +40 +0.2%
WBC
1729
West Branch Capital
Massachusetts
$630K +$82.9K +3,386 +16%
LSAG
1730
Lake Street Advisors Group
New Hampshire
$628K -$433K -17,692 -42%
JT
1731
Jump Trading
Illinois
$624K +$512K +20,905 +564%
PCMC
1732
Paragon Capital Management (Colorado)
Colorado
$623K -$54.5K -2,225 -8%
DLHL
1733
Donald L. Hagan LLC
Florida
$622K
MCM
1734
Manchester Capital Management
Vermont
$620K -$177K -7,209 -23%
PS
1735
Portfolio Solutions
Michigan
$618K -$25.8K -1,053 -4%
LIA
1736
LBMC Investment Advisors
Tennessee
$618K -$21.7K -886 -4%
MFG
1737
Monte Financial Group
Connecticut
$617K -$28.3K -1,157 -5%
FAM
1738
Formidable Asset Management
Ohio
$617K -$9.68K -395 -2%
CRWM
1739
Castle Rock Wealth Management
California
$617K +$647K +26,398 New
GRP
1740
Global Retirement Partners
California
$615K +$563 +23 +0.1%
MWM
1741
Merriman Wealth Management
Washington
$614K -$78.9K -3,220 -12%
OLA
1742
Oliver Luxxe Assets
New Jersey
$614K +$18.6K +759 +3%
Connor, Clark & Lunn Investment Management (CC&L)
1743
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$612K -$46.4M -1,893,194 -99%
ITIM
1744
Indiana Trust & Investment Management
Indiana
$612K -$7.67K -313 -1%
GC
1745
Gratus Capital
Georgia
$612K +$129K +5,263 +28%
OFW
1746
Omnia Family Wealth
Florida
$610K -$16K -653 -3%
MWP
1747
Moller Wealth Partners
$610K
IIA
1748
IPG Investment Advisors
California
$610K -$69.6K -2,840 -11%
PAI
1749
Pittenger & Anderson Inc
Nebraska
$608K +$14K +570 +2%
CQS
1750
Credential Qtrade Securities
$608K +$587K +23,968 New