We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Accel Wealth Management
Iowa
$42K +$39.2K +417 New
CB
652
CNB Bank
Pennsylvania
$41K – – –
FHA
653
First Horizon Advisors
Tennessee
$41K – – –
NSIM
654
North Star Investment Management
Illinois
$41K – – –
OSAM
655
O'Shaughnessy Asset Management
Connecticut
$41K +$10.3K +110 +38%
CFFP
656
Center for Financial Planning
Michigan
$36K – – –
S
657
SignatureFD
Georgia
$36K +$2.54K +27 +8%
CIA
658
CSat Investment Advisory
Michigan
$34K -$639K -6,799 -95%
BII
659
Bainco International Investors
Massachusetts
$33K +$30.1K +320 New
CA
660
Clearstead Advisors
Ohio
$31K – – –
CCC
661
Crescent Capital Consulting
Louisiana
$31K +$28.2K +300 New
HCP
662
Hexagon Capital Partners
Arkansas
$30K – – –
SSC
663
Syverson Strege & Co
Iowa
$30K +$27.4K +292 New
APA
664
American Portfolios Advisors
New York
$27.2K – – –
CB
665
Community Bank
New York
$26K -$23.9K -254 -50%
LC
666
Lindbrook Capital
California
$26K – – –
POIA
667
Pin Oak Investment Advisors
Texas
$26K – – –
ETC
668
Exchange Traded Concepts
Oklahoma
$26K +$24K +255 New
TIM
669
Tortoise Investment Management
New York
$25K – – –
AWM
670
Atticus Wealth Management
Florida
$23K – – –
FPFS
671
First Personal Financial Services
North Carolina
$23K – – –
GAM
672
Gemmer Asset Management
California
$23K – – –
MFT
673
Moisand Fitzgerald Tamayo
Florida
$23K – – –
CI
674
CX Institutional
Indiana
$23K +$1.13K +12 +6%
BCA
675
Berman Capital Advisors
Georgia
$22K +$470 +5 +2%