We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1601
Donaldson Capital Management
Indiana
$843K -$112K -3,036 -12%
CWM
1602
Curi Wealth Management
North Carolina
$842K +$18K +485 +2%
EFMC
1603
Empire Financial Management Company
New York
$839K -$911K -24,618 -52%
BOC
1604
Barbara Oil Co
Illinois
$837K – – –
FAM
1605
Formidable Asset Management
Ohio
$835K -$3.26K -88 -0.4%
FMB
1606
Field & Main Bank
Kentucky
$835K -$18.1K -490 -2%
MCM
1607
Mendel Capital Management
Arkansas
$834K -$106K -2,858 -11%
BWM
1608
BCGM Wealth Management
Indiana
$833K +$46.8K +1,264 +6%
PWPS
1609
Pinnacle Wealth Planning Services
Ohio
$832K -$189K -5,114 -19%
KLCM
1610
KG&L Capital Management
Louisiana
$832K -$166K -4,488 -17%
TIMH
1611
Tilt Investment Management Holdings
New York
$831K – – –
TAM
1612
Titleist Asset Management
Texas
$829K +$9.73K +263 +1%
WHC
1613
Wulff, Hansen & Co
California
$826K -$54.6K -1,475 -6%
IA
1614
Insight Advisors
Pennsylvania
$826K -$76.8K -2,075 -9%
WMS
1615
Wealth Management Solutions
Pennsylvania
$823K +$55.8K +1,507 +7%
RCM
1616
RB Capital Management
Nevada
$821K +$22.2K +599 +3%
VNA
1617
Valley National Advisers
Pennsylvania
$816K -$15.1K -407 -2%
AWAP
1618
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$816K +$11.2K +302 +1%
SWMP
1619
Signature Wealth Management Partners
New Jersey
$815K -$10.9K -295 -1%
MIM
1620
MTM Investment Management
South Carolina
$815K -$47.8K -1,291 -6%
ASBI
1621
American State Bank (Iowa)
Iowa
$813K +$94.6K +2,555 +13%
SSWG
1622
Seven Springs Wealth Group
Tennessee
$813K -$1.47M -39,810 -65%
IIM
1623
Ipswich Investment Management
Massachusetts
$809K -$67.6K -1,827 -8%
CWP
1624
CFM Wealth Partners
Texas
$808K -$13K -350 -2%
Tudor Investment Corp
1625
Tudor Investment Corp
Connecticut
$807K +$803K +21,704 New