We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
Mezzasalma Advisors
New Jersey
$1.6M +$584K +7,050 +78%
NRS
502
Neville Rodie & Shaw
New York
$1.59M +$487K +5,875 +58%
OL
503
Owen LaRue
Kentucky
$1.57M +$373K +4,500 +40%
PWP
504
Pursue Wealth Partners
California
$1.57M -$241K -2,908 -16%
GRP
505
Global Retirement Partners
California
$1.55M +$1.12M +13,478 +627%
EIP
506
Easterly Investment Partners
Massachusetts
$1.53M
HKAM
507
Horizon Kinetics Asset Management
New York
$1.53M +$1.27M +15,330 New
Mercer Global Advisors
508
Mercer Global Advisors
Colorado
$1.52M +$322K +3,881 +33%
LWM
509
Lyell Wealth Management
California
$1.52M +$1.27M +15,270 New
CPBTD
510
Central Pacific Bank - Trust Division
Hawaii
$1.52M +$444K +5,355 +54%
VCM
511
Virtue Capital Management
Tennessee
$1.5M +$14.7K +177 +1%
VFM
512
Viking Fund Management
North Dakota
$1.49M +$1.24M +15,000 New
NL
513
NKCFO LLC
Illinois
$1.49M +$812K +9,800 +188%
CFO
514
Callan Family Office
Pennsylvania
$1.49M +$11.4K +137 +0.9%
Corient Private Wealth
515
Corient Private Wealth
Florida
$1.48M -$273K -3,294 -18%
HHGC
516
Hunting Hill Global Capital
New York
$1.47M
GPGA
517
Grandeur Peak Global Advisors
Utah
$1.47M +$1.22M +14,731 New
KIG
518
Kennedy Investment Group
New Jersey
$1.46M +$1.22M +14,700 New
Acadian Asset Management
519
Acadian Asset Management
Massachusetts
$1.44M +$314K +3,788 +35%
BWP
520
Balboa Wealth Partners
Arizona
$1.44M +$366K +4,415 +44%
PSP
521
Principal Street Partners
Tennessee
$1.43M -$417K -5,031 -25%
Los Angeles Capital Management
522
Los Angeles Capital Management
California
$1.41M -$9.37M -113,056 -89%
TCM
523
Teza Capital Management
Illinois
$1.4M -$1.16M -13,994 -50%
OSAM
524
O'Shaughnessy Asset Management
Connecticut
$1.39M -$292K -3,526 -22%
EOJOAM
525
E. Ohman J:or Asset Management
Sweden
$1.38M -$228K -2,750 -17%