We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1301
Regatta Capital Group
California
$522K +$50.5K +332 +13%
KP
1302
Keel Point
Alabama
$522K +$27.4K +180 +7%
IW
1303
Imprint Wealth
South Carolina
$521K +$133K +871 +42%
MA
1304
Modus Advisors
Minnesota
$520K -$127K -835 -22%
SPI
1305
Sutton Place Investors
New York
$520K +$21.1K +139 +5%
WMA
1306
West Michigan Advisors
Michigan
$519K -$1.67K -11 -0.4%
MWM
1307
Mission Wealth Management
California
$515K -$89.8K -590 -17%
BCM
1308
Brown Capital Management
Maryland
$512K
MA
1309
MJP Associates
Connecticut
$511K +$439K +2,885 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1310
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$511K -$4.94M -32,466 -92%
WP
1311
WMS Partners
Maryland
$511K -$129K -845 -23%
SCM
1312
SOL Capital Management
Maryland
$511K -$60.9K -400 -12%
WF
1313
WoodTrust Financial
Wisconsin
$511K +$304 +2 +0.1%
VAS
1314
Vestmark Advisory Solutions
Massachusetts
$509K -$14.1K -93 -3%
ZF
1315
Zhang Financial
Michigan
$509K +$437K +2,870 New
SL
1316
Sentry LLC
Tennessee
$509K -$4.11K -27 -0.9%
FMTC
1317
Farmers & Merchants Trust Company
California
$508K -$16.9K -111 -4%
FFM
1318
Forum Financial Management
Illinois
$508K +$47.6K +313 +12%
VWM
1319
Vigilare Wealth Management
Arizona
$507K +$152 +1 +0%
HW
1320
Hancock Whitney
Mississippi
$506K -$14.3K -94 -3%
BFIM
1321
Beese Fulmer Investment Management
Ohio
$506K -$13.2K -87 -3%
CAI
1322
Capital Advisors Inc
Oklahoma
$504K +$4.11K +27 +1%
WC
1323
Wexford Capital
Florida
$503K -$923K -6,070 -68%
BFA
1324
Bragg Financial Advisors
North Carolina
$502K -$45.3K -298 -10%
FP
1325
Financial Perspectives
Minnesota
$501K -$17.8K -117 -4%