We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
1951
My Legacy Advisors
Oregon
$2.77M +$80.6K +292 +3%
SMC
1952
Smith, Moore & Co
Missouri
$2.76M -$114K -414 -4%
TCPG
1953
Trivant Custom Portfolio Group
California
$2.75M -$46.4K -168 -2%
MAM
1954
MWA Asset Management
Massachusetts
$2.74M +$32K +116 +1%
EWM
1955
Evergreen Wealth Management
Michigan
$2.74M – – –
JWCA
1956
J.W. Coons Advisors
Ohio
$2.73M +$96.6K +350 +4%
MLM
1957
Mount Lucas Management
Pennsylvania
$2.73M -$217K -786 -7%
AFG
1958
Atomi Financial Group
New York
$2.73M +$152K +550 +6%
CA
1959
CoreCap Advisors
Michigan
$2.73M +$1.59M +5,768 +144%
RCM
1960
Radnor Capital Management
Pennsylvania
$2.72M – – –
REMPR
1961
Roof Eidam Maycock Peralta (REMP)
California
$2.72M +$82.3K +298 +3%
RCIM
1962
Red Cedar Investment Management
Michigan
$2.71M – – –
TSWM
1963
Tyler-Stone Wealth Management
Ohio
$2.7M +$9.66K +35 +0.4%
CCG
1964
Catalina Capital Group
California
$2.69M +$82.6K +299 +3%
KCM
1965
Kathmere Capital Management
Pennsylvania
$2.68M +$168K +610 +7%
KF
1966
KKM Financial
Illinois
$2.68M +$42.8K +155 +2%
TC
1967
Tsai Capital
New York
$2.68M -$403K -1,458 -13%
MFG
1968
MidWestOne Financial Group
Iowa
$2.68M +$51.6K +187 +2%
TWM
1969
Thrive Wealth Management
Pennsylvania
$2.68M +$4.69K +17 +0.2%
CA
1970
Continuum Advisory
Idaho
$2.67M -$862K -3,121 -25%
AT
1971
Arlington Trust
Alabama
$2.66M -$34K -123 -1%
LCG
1972
Lynx Capital Group
Ohio
$2.65M +$27.3K +99 +1%
PH
1973
Pinnacle Holdings
Oklahoma
$2.64M -$217K -785 -8%
ACL
1974
Applied Capital LLC
Florida
$2.64M +$21.5K +78 +0.8%
JFL
1975
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.62M -$2.94M -10,634 -53%
77 78
79
80 81