We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
876
Moseley Investment Management
Florida
$1.05M +$4.35K +22 +0.4%
IWC
877
Integrated Wealth Concepts
Massachusetts
$1.04M -$837K -4,234 -43%
AFC
878
AFT Forsyth & Company
Florida
$1.04M
LJHT
879
Laurie J. Hall Trustee
$1.04M
CP
880
Covenant Partners
Tennessee
$1.03M
HT
881
Heritage Trust
Oklahoma
$1.03M -$38.2K -193 -3%
BFIM
882
Beese Fulmer Investment Management
Ohio
$1.03M -$46.3K -234 -4%
CL
883
Choreo LLC
Illinois
$1.02M +$79.1K +400 +8%
VVP
884
Venture Visionary Partners
Ohio
$1.02M +$28.3K +143 +3%
PNAA
885
Pictet North America Advisors
Switzerland
$1.02M -$381K -1,929 -26%
MG
886
Mather Group
Illinois
$1.01M -$97.1K -491 -8%
CSPAM
887
Cary Street Partners Asset Management
Virginia
$987K -$36.6K -185 -3%
WCA
888
Waypoint Capital Advisors
Minnesota
$984K -$198 -1 -0%
RWM
889
Ritholtz Wealth Management
New York
$982K +$294K +1,487 +40%
KMWM
890
Keudell/Morrison Wealth Management
Oregon
$982K +$364K +1,840 +55%
MCM
891
MAI Capital Management
Ohio
$977K -$358K -1,810 -26%
PA
892
Parallel Advisors
California
$968K -$100K -508 -9%
PCS
893
Personal CFO Solutions
New Jersey
$967K -$510K -2,580 -33%
HCM
894
Highlander Capital Management
New Jersey
$967K
FP
895
Foundry Partners
Minnesota
$966K -$145K -733 -13%
HA
896
Harfst & Associates
Wyoming
$961K +$191K +967 +23%
WF
897
WoodTrust Financial
Wisconsin
$961K +$214K +1,084 +27%
CAG
898
Csenge Advisory Group
Florida
$960K -$41.7K -211 -4%
PWPS
899
Pinnacle Wealth Planning Services
Ohio
$960K +$791 +4 +0.1%
WI
900
Wintrust Investments
Illinois
$960K +$14.8K +75 +1%