We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
601
Independent Financial Group
California
$4.56M -$162K -2,253 -4%
CIA
602
Concurrent Investment Advisors
Florida
$4.55M -$749K -10,440 -15%
PWM
603
Perigon Wealth Management
California
$4.55M -$588K -8,186 -12%
Northwestern Mutual Wealth Management
604
Northwestern Mutual Wealth Management
Wisconsin
$4.51M -$525K -7,307 -11%
MG
605
Markel Group
Virginia
$4.47M +$933K +13,000 +29%
ECM
606
Everence Capital Management
Indiana
$4.45M +$458K +6,380 +12%
PWP
607
Pursue Wealth Partners
California
$4.41M
BJL
608
Brighton Jones LLC
Washington
$4.37M +$2.79M +38,904 +218%
ACM
609
Alcosta Capital Management
California
$4.34M +$4.05M +56,397 New
CAM
610
Crestone Asset Management
Colorado
$4.34M -$462K -6,430 -10%
SA
611
SAM Advisors
California
$4.33M -$259K -3,615 -6%
CD
612
Chapin Davis
Maryland
$4.31M +$4.02M +55,983 New
IRAG
613
Investment Research & Advisory Group
Georgia
$4.29M -$90.5K -1,261 -2%
HFS
614
Hantz Financial Services
Michigan
$4.28M -$74.6K -1,039 -2%
AWM
615
Avitas Wealth Management
California
$4.23M -$7.46K -104 -0.2%
NB
616
NBT Bank
New York
$4.22M +$48.5K +676 +1%
BS
617
Banco Santander
Spain
$4.22M +$589K +8,200 +18%
TGM
618
Tenzing Global Management
California
$4.2M -$8.65M -120,500 -69%
BIP
619
Bouvel Investment Partners
Pennsylvania
$4.18M -$44.6K -622 -1%
BA
620
Birinyi Associates
Connecticut
$4.18M +$18.2K +253 +0.5%
IMCOOI
621
Investment Management Corp of Ontario (IMCO)
Canada
$4.17M +$805K +11,218 +26%
ETCM
622
Evolutionary Tree Capital Management
Virginia
$4.16M -$25.2K -351 -0.6%
OCM
623
Octahedron Capital Management
California
$4.16M -$5.46M -76,000 -58%
MA
624
Modus Advisors
Minnesota
$4.16M +$230K +3,204 +6%
TG
625
TCW Group
California
$4.14M -$545K -7,596 -12%