We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
1051
D.L. Carlson Investment Group
New Hampshire
$27.4M -$1.24M -9,696 -4%
GAG
1052
GM Advisory Group
New York
$27.4M -$4.75M -36,980 -14%
EVM
1053
Evelyn V. Moreno
$27.4M -$131K -1,021 -0.5%
RPC
1054
Rossmore Private Capital
Connecticut
$27.4M +$2.94M +22,881 +11%
CG
1055
Caprock Group
Idaho
$27.2M -$1.16K -9 -0%
PFA
1056
Paradigm Financial Advisors
Missouri
$27.2M -$885K -6,896 -3%
RCM
1057
RNC Capital Management
California
$27.2M -$321K -2,500 -1%
FF
1058
FourThought Financial
Florida
$27.2M -$1.71M -13,315 -6%
FMBTD
1059
First Midwest Bank Trust Division
Illinois
$27.2M -$2.4M -18,682 -8%
SBL
1060
Sargent Bickham Lagudis
Colorado
$27.1M -$2.31M -18,024 -8%
NIM
1061
Nicollet Investment Management
Minnesota
$27.1M -$82.1K -640 -0.3%
DBT
1062
Dubuque Bank & Trust
Iowa
$27.1M -$940K -7,321 -3%
PTC
1063
Private Trust Company
Ohio
$27M -$646K -5,035 -2%
TC
1064
TownSquare Capital
Utah
$26.9M -$628K -4,896 -2%
PFS
1065
Physicians Financial Services
North Carolina
$26.9M +$1.56M +12,152 +6%
RSWM
1066
Robertson Stephens Wealth Management
California
$26.9M +$6.91M +53,860 +32%
CCM
1067
Campbell Capital Management
Florida
$26.9M -$102K -792 -0.4%
TCOT
1068
Trust Company of Toledo
Ohio
$26.9M -$1.3M -10,118 -4%
CA
1069
Cornerstone Advisory
Maryland
$26.8M -$249K -1,937 -0.9%
MMG
1070
Monetary Management Group
Missouri
$26.8M +$1.04M +8,130 +4%
LWM
1071
Laidlaw Wealth Management
New York
$26.8M -$1.41M -10,977 -5%
SAM
1072
SP Asset Management
California
$26.7M +$94.6K +737 +0.4%
RFMS
1073
RWQ Financial Management Services
Florida
$26.7M -$8.87M -69,086 -24%
PCM
1074
Pennsylvania Capital Management
Pennsylvania
$26.7M +$2.55M +19,872 +10%
CCFCSB
1075
Cape Cod Five Cents Savings Bank
Massachusetts
$26.7M -$1.27M -9,917 -4%