We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MHWM
2501
Montz Harcus Wealth Management
Louisiana
$360K +$52.8K +996 +16%
AIA
2502
AIMZ Investment Advisors
California
$359K +$53 +1 +0%
PCA
2503
Pallas Capital Advisors
Massachusetts
$358K -$159K -3,010 -31%
ES
2504
ETF Store
Kansas
$358K
CCM
2505
Carlson Capital Management
Minnesota
$357K -$24.7K -467 -6%
NPPM
2506
North Point Portfolio Managers
Ohio
$357K
JWCA
2507
J.W. Coons Advisors
Ohio
$357K +$93.3K +1,761 +33%
ACM
2508
Aquatic Capital Management
Illinois
$357K +$371K +7,000 New
IIA
2509
Integral Investment Advisors
California
$356K +$49.6K +937 +15%
BFC
2510
Blue Fin Capital
Rhode Island
$355K -$11.9K -225 -3%
FNBSF
2511
First National Bank Sioux Falls
South Dakota
$355K +$10.1K +190 +3%
IMA
2512
Investment Management Associates
Colorado
$354K -$95.8K -1,809 -21%
JCIA
2513
Jackson Creek Investment Advisors
Colorado
$353K -$12.2K -230 -3%
SG
2514
Stonnington Group
California
$353K
SPA
2515
Shore Point Advisors
New Jersey
$353K +$2.54K +48 +0.7%
VFP
2516
Verus Financial Partners
Virginia
$352K -$21K -397 -6%
SAF
2517
Smith Anglin Financial
Texas
$352K +$19.1K +361 +6%
HC
2518
Hamilton Capital
Ohio
$352K +$42.8K +808 +13%
RWI
2519
Red Wave Investments
Pennsylvania
$352K +$103K +1,946 +39%
IAG
2520
Investmark Advisory Group
Connecticut
$351K -$117K -2,210 -24%
TA
2521
TrueWealth Advisors
Alabama
$351K
CCI
2522
Credit Capital Investments
New Jersey
$351K +$365K +6,886 New
NB
2523
Northwest Bancshares
Pennsylvania
$350K -$229K -4,323 -39%
ECM
2524
Exchange Capital Management
Michigan
$350K -$6.2K -117 -2%
OFG
2525
Oxford Financial Group
Indiana
$350K +$123K +2,322 +51%