We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
951
Anchor Investment Management
South Carolina
$896K -$43.4K -455 -5%
NC
952
Nipun Capital
California
$894K +$820K +8,600 New
WCM
953
Windsor Capital Management
Arizona
$892K -$7.34K -77 -0.9%
ARG
954
Advisory Resource Group
Oklahoma
$886K +$10.3K +108 +1%
DGAM
955
Desjardins Global Asset Management
Quebec, Canada
$886K -$84.4K -885 -9%
SIMG
956
Sonora Investment Management Group
Arizona
$884K -$12.2K -128 -1%
LNC
957
Lincoln National Corp
Pennsylvania
$881K +$152K +1,599 +23%
UB
958
UMB Bank
Missouri
$879K +$211K +2,212 +35%
AGC
959
Aspen Grove Capital
Colorado
$878K +$135K +1,420 +21%
EWA
960
EverSource Wealth Advisors
Alabama
$877K +$1.53K +16 +0.2%
IAS
961
Insigneo Advisory Services
Florida
$870K +$57.8K +606 +8%
CC
962
Callan Capital
California
$863K +$441K +4,622 +126%
WPW
963
Waldron Private Wealth
Pennsylvania
$861K +$117K +1,229 +18%
NC
964
NinePointTwo Capital
California
$858K – – –
GC
965
Giverny Capital
Quebec, Canada
$857K – – –
HC
966
Hara Capital
Washington
$857K +$786K +8,240 New
BWP
967
BSW Wealth Partners
Colorado
$856K +$31.1K +326 +4%
SFA
968
Souders Financial Advisors
Ohio
$851K +$13.6K +143 +2%
PCG
969
Prosperity Consulting Group
Maryland
$840K -$103K -1,083 -12%
CP
970
Canopy Partners
Ohio
$837K +$764K +8,008 New
NFC
971
Northeast Financial Consultants
Connecticut
$836K +$286K +3,000 +60%
HI
972
Harbour Investments
Wisconsin
$835K +$66.2K +694 +9%
IPAM
973
ICICI Prudential Asset Management
India
$824K – – –
CA
974
Continuum Advisory
Idaho
$821K +$6.29K +66 +0.8%
IWM
975
IHT Wealth Management
Illinois
$817K -$11.1K -116 -1%