We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
901
IHT Wealth Management
Illinois
$675K +$397K +2,376 +109%
CI
902
Cavalier Investments
Georgia
$668K -$266K -1,593 -26%
FMAEN1
903
Fund Management at Engine No 1
California
$668K -$42K -251 -5%
CMI
904
Clare Market Investments
Texas
$667K -$236K -1,411 -24%
SAM
905
S.A. Mason
Michigan
$666K +$167 +1 +0%
FAM
906
Fred Alger Management
New York
$665K
AAS
907
Avantax Advisory Services
Texas
$660K +$29.9K +179 +4%
Edgewood Management
908
Edgewood Management
Connecticut
$659K +$65K +389 +10%
CK
909
Cohen Klingenstein
New York
$657K
BSW
910
Buckingham Strategic Wealth
Missouri
$653K -$4.51K -27 -0.6%
WAP
911
Wealthcare Advisory Partners
Pennsylvania
$653K +$62.2K +372 +9%
DT
912
Diversified Trust
Tennessee
$651K +$114K +684 +18%
MLA
913
My Legacy Advisors
Oregon
$650K +$11.7K +70 +2%
MFA
914
Mayflower Financial Advisors
Massachusetts
$650K +$42.3K +253 +6%
BCM
915
Brown Capital Management
Maryland
$642K
MIM
916
MTM Investment Management
South Carolina
$637K
SAM
917
Silvercrest Asset Management
New York
$636K +$50.1K +300 +8%
TWM
918
Thrive Wealth Management
Pennsylvania
$634K +$57.5K +344 +9%
GIA
919
Guyasuta Investment Advisors
Pennsylvania
$627K
KIA
920
KCM Investment Advisors
California
$624K -$28.6K -171 -4%
KTC
921
Kistler-Tiffany Companies
Pennsylvania
$619K +$22.1K +132 +3%
SCF
922
Sante Capital Fund
Texas
$617K +$696K +4,164 New
GWM
923
Geneos Wealth Management
Colorado
$616K +$72.7K +435 +12%
SWM
924
SeaCrest Wealth Management
New York
$611K +$18.2K +109 +3%
BMCM
925
Burns Matteson Capital Management
New York
$605K +$17.2K +103 +3%