We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
426
Freedom Investment Management
Connecticut
$354K -$8.57K -109 -2%
MGP
427
Metis Global Partners
California
$351K +$20K +254 +6%
ECM
428
Everence Capital Management
Indiana
$346K +$333K +4,240 New
SPA
429
Sherbrooke Park Advisers
New York
$345K -$107K -1,358 -24%
FFM
430
Forum Financial Management
Illinois
$345K +$332K +4,221 New
AG
431
Algert Global
California
$344K -$442K -5,620 -57%
MFG
432
Midwest Financial Group
Kansas
$339K -$20.4K -260 -6%
CPA
433
Capital Performance Advisors
California
$339K +$121K +1,535 +59%
C
434
Covestor
United Kingdom
$333K -$54.7K -696 -15%
OTL
435
Oak Thistle LLC
New York
$331K -$296K -3,770 -48%
PNC Financial Services Group
436
PNC Financial Services Group
Pennsylvania
$330K +$13.2K +168 +4%
LFA
437
Legacy Financial Advisors
Kentucky
$326K
AP
438
Americana Partners
Texas
$325K -$39.3K -500 -11%
ODIJL
439
One Day In July LLC
Vermont
$325K -$3.22K -41 -1%
SQA
440
Simon Quick Advisors
New Jersey
$320K +$308K +3,917 New
AAIS
441
ABN AMRO Investment Solutions
$317K +$66.7K +849 +28%
C
442
Certuity
Florida
$315K +$304K +3,866 New
CPIG
443
Chicago Partners Investment Group
Illinois
$315K +$310K +3,946 New
EM
444
Excalibur Management
Massachusetts
$313K -$5.11K -65 -2%
KCP
445
Kera Capital Partners
California
$311K +$300K +3,811 New
CL
446
Choreo LLC
Illinois
$308K +$293K +3,724 New
AWM
447
Ariadne Wealth Management
California
$301K +$1.1K +14 +0.4%
PWA
448
Prairie Wealth Advisors
Nebraska
$297K -$14.2K -180 -5%
TWC
449
TD Waterhouse Canada
Ontario, Canada
$295K +$260K +3,304 +1,066%
S
450
SignatureFD
Georgia
$290K +$8.33K +106 +3%