We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
951
Kavar Capital Partners Group
Kansas
$334K +$251K +4,635 New
TAM
952
Trillium Asset Management
Massachusetts
$334K +$251K +4,635 New
BAM
953
Bellevue Asset Management
Washington
$333K +$811 +15 +0.3%
SAM
954
SP Asset Management
California
$333K +$250K +4,620 New
JWBC
955
John W. Brooker & Co
California
$332K -$501K -9,270 -67%
CW
956
CreativeOne Wealth
Kansas
$332K +$249K +4,605 New
AWM
957
Argent Wealth Management
Massachusetts
$331K +$166K +3,060 New
AAP
958
Arax Advisory Partners
Colorado
$329K +$4.06K +75 +2%
TIA
959
Tiemann Investment Advisors
California
$329K +$247K +4,575 New
WPC
960
Waters Parkerson & Co
Louisiana
$329K +$247K +4,575 New
CFA
961
Capstone Financial Advisors
Illinois
$328K +$247K +4,560 New
CRWM
962
Castle Rock Wealth Management
California
$327K +$179K +3,300 New
GAM
963
Gemmer Asset Management
California
$326K -$134K -2,475 -35%
OAM
964
Optimal Asset Management
California
$326K +$245K +4,530 New
RM
965
Resource Management
Louisiana
$326K +$245K +4,530 New
RMDI
966
R.M. Davis Inc
Maine
$326K +$245K +4,530 New
BPCE
967
Bank Pictet & Cie (Europe)
Germany
$324K +$243K +4,500 New
CWM
968
Chicago Wealth Management
Illinois
$324K +$243K +4,500 New
Edgewood Management
969
Edgewood Management
Connecticut
$324K +$243K +4,500 New
FSCM
970
Front Street Capital Management
Montana
$323K +$243K +4,500 New
CFD
971
Creative Financial Designs
Indiana
$322K +$79.5K +1,470 +49%
HWM
972
Howard Wealth Management
Connecticut
$322K +$243K +4,485 New
CG
973
Colony Group
Massachusetts
$321K +$241K +4,455 New
MS
974
Mizuho Securities
Japan
$320K +$495K +9,150 New
OC
975
Oarsman Capital
Wisconsin
$319K +$239K +4,425 New