We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DSAM
951
Dock Street Asset Management
Florida
$62.9M -$912K -3,871 -2%
GIA
952
Gladstone Institutional Advisory
Florida
$62.7M +$2.75M +11,661 +5%
LDB
953
Lee, Danner & Bass
Tennessee
$62.7M -$2.96M -12,547 -5%
SGAM
954
Smith Group Asset Management
Texas
$62.6M +$326K +1,384 +0.6%
Kayne Anderson Rudnick Investment Management
955
Kayne Anderson Rudnick Investment Management
California
$62.6M -$3.71M -15,759 -6%
JMFC
956
J.M. Forbes & Co
Massachusetts
$62.4M +$1.08M +4,572 +2%
NMO
957
Newlands Management Operations
Texas
$62.3M
JC
958
Jacobs & Co
California
$62.3M -$1.47M -6,221 -2%
SW
959
SlateStone Wealth
Florida
$62.3M -$8.67M -36,772 -13%
BCAM
960
Boston Common Asset Management
Massachusetts
$62.3M +$13.8M +58,434 +31%
LC
961
Lindbrook Capital
California
$62.2M -$3.78M -16,020 -6%
SAA
962
Southeast Asset Advisors
Georgia
$62.1M -$12M -51,085 -17%
EP
963
Essential Planning
New Hampshire
$62.1M +$60.2M +255,245 +3,181%
VCM
964
Violich Capital Management
California
$61.8M -$3.15M -13,364 -5%
CPIG
965
Chicago Partners Investment Group
Illinois
$61.8M +$3.19M +13,533 +6%
FM
966
Foster & Motley
Ohio
$61.8M +$62.7K +266 +0.1%
MME
967
Meag Munich Ergo
Germany
$61.6M -$11M -46,819 -16%
MWM
968
Mindset Wealth Management
Indiana
$61.5M +$4.42M +18,765 +8%
DAS
969
Diversify Advisory Services
Utah
$61.3M -$6.96M -29,526 -10%
CT
970
Caldwell Trust
Florida
$61.2M -$893K -3,787 -2%
PCM
971
Palisade Capital Management
New Jersey
$61.2M -$926K -3,928 -2%
SVCP
972
Silicon Valley Capital Partners
California
$61.2M -$2.21M -9,389 -4%
GCC
973
Guardian Capital (Canada)
Ontario, Canada
$60.9M +$1.07M +4,524 +2%
BAM
974
Berkshire Asset Management
Pennsylvania
$60.8M -$3.41M -14,466 -5%
TAMH
975
Taikang Asset Management (HK)
Hong Kong
$60.4M -$37.9M -160,703 -40%