We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
2651
Measured Wealth Private Client Group
New Hampshire
$372K +$19.9K +87 +6%
BWM
2652
Baystate Wealth Management
Massachusetts
$371K +$10.1K +44 +3%
AA
2653
Advisory Alpha
Michigan
$370K -$34.3K -150 -9%
CAN
2654
Claraphi Advisory Network
United States
$368K -$48.2K -211 -12%
MHR
2655
Matthew Hamilton Rosenberg
$368K -$29.3K -128 -8%
SCA
2656
Sippican Capital Advisors
Massachusetts
$368K – – –
PWM
2657
Palumbo Wealth Management
New York
$368K +$27K +118 +8%
NWA
2658
New World Advisors
Massachusetts
$368K +$359K +1,572 New
JWM
2659
Janiczek Wealth Management
Colorado
$367K +$162K +709 +82%
CMI
2660
Clare Market Investments
Texas
$366K +$229 +1 +0.1%
PMG
2661
Private Management Group
California
$366K -$1.14K -5 -0.3%
LNWTC
2662
Laird Norton Wetherby Trust Company
Washington
$365K -$237K -1,035 -40%
B
2663
Bellecapital
Switzerland
$365K +$97.2K +425 +37%
1CP
2664
17 Capital Partners
Arizona
$365K +$357K +1,560 New
ZIG
2665
Zuckerman Investment Group
Illinois
$364K -$19.4K -85 -5%
SC
2666
Sierra Capital
Florida
$364K – – –
USGIU
2667
U.S. Global Investors (USGI)
Texas
$364K – – –
ARMC
2668
American Research & Management Company
Massachusetts
$364K +$183K +800 +106%
EFL
2669
ERn Financial LLC
Wisconsin
$363K +$12.8K +56 +4%
RFO
2670
RiverGlades Family Offices
Florida
$362K – – –
RPCA
2671
Running Point Capital Advisors
California
$361K +$89.4K +391 +34%
HI
2672
HBK Investments
Texas
$360K -$4.71M -20,624 -93%
ETCM
2673
Evolutionary Tree Capital Management
Virginia
$360K – – –
NC
2674
NovaPoint Capital
Georgia
$360K – – –
RBCM
2675
Raub Brock Capital Management
California
$360K +$12.3K +54 +4%
105 106
107
108 109