We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
626
Weatherly Asset Management
California
$60.9M -$1.2M -7,954 -2%
TBA
627
Tower Bridge Advisors
Pennsylvania
$60.9M -$258K -1,706 -0.4%
AAS
628
Ameritas Advisory Services
Nebraska
$60.6M +$741K +4,890 +1%
AHC
629
Adell Harriman & Carpenter
Texas
$60.2M -$1.61M -10,651 -2%
CCM
630
Coldstream Capital Management
Washington
$60.2M +$3.64M +24,061 +6%
VCP
631
Verus Capital Partners
Arizona
$59.8M -$69.2M -457,174 -69%
LCM
632
LVM Capital Management
Michigan
$59.2M -$180K -1,189 -0.3%
BJL
633
Brighton Jones LLC
Washington
$58.5M -$1.31M -8,643 -2%
SDH
634
Sloy Dahl & Holst
Washington
$58.5M -$145K -955 -0.2%
AI
635
Atria Investments
North Carolina
$58.5M -$2.86M -18,885 -4%
NAM
636
NorthCrest Asset Manangement
Minnesota
$58.5M +$592K +3,911 +0.9%
ECM
637
Everence Capital Management
Indiana
$58.4M +$11.5M +75,910 +22%
SCI
638
S&CO Inc
Massachusetts
$58.1M -$340K -2,246 -0.5%
EAM
639
Evanson Asset Management
California
$57.8M +$156K +1,029 +0.2%
BFO
640
Boston Family Office
Massachusetts
$57.6M +$798K +5,269 +1%
NW
641
NewEdge Wealth
Pennsylvania
$57.4M +$7.42M +48,995 +13%
BOTW
642
Bank of the West
California
$57.4M -$2.2M -14,541 -3%
DSAM
643
Dock Street Asset Management
Florida
$57.3M +$283K +1,867 +0.4%
MIFH
644
Migdal Insurance & Financial Holdings
Israel
$57.3M -$47M -310,164 -43%
CB
645
Community Bank
New York
$57.2M +$466K +3,076 +0.7%
FHA
646
First Horizon Advisors
Tennessee
$57.1M +$7.33M +48,389 +13%
Citadel Advisors
647
Citadel Advisors
Florida
$57M -$81.4M -537,518 -56%
KFC
648
Klingenstein Fields & Co
New York
$57M -$173K -1,142 -0.3%
NP
649
NorthRock Partners
Minnesota
$57M +$1.55M +10,211 +3%
YIA
650
YHB Investment Advisors
Connecticut
$57M -$561K -3,702 -0.9%