We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FPA
1201
Fieldpoint Private Advisors
New York
$4.71M +$518K +27,440 +13%
TWM
1202
Torch Wealth Management
Ohio
$4.7M +$4.43M +234,752 New
ICOA
1203
Investment Centers of America
North Dakota
$4.69M -$6.17M -326,340 -55%
BIC
1204
Beach Investment Counsel
Pennsylvania
$4.69M +$60.8K +3,220 +1%
SAM
1205
Selway Asset Management
$4.66M +$58.2K +3,080 +1%
BJL
1206
Brighton Jones LLC
Washington
$4.65M -$116K -6,132 -3%
WPC
1207
Waters Parkerson & Co
Louisiana
$4.62M +$448K +23,716 +11%
SAM
1208
Smithbridge Asset Management
Pennsylvania
$4.62M +$5.29K +280 +0.1%
EI
1209
EDMP Inc
Florida
$4.6M -$94.2K -4,984 -2%
AHS
1210
Aspiriant Holdings S3
California
$4.58M -$171K -9,044 -4%
FHA
1211
First Horizon Advisors
Tennessee
$4.56M +$612K +32,396 +16%
SNT
1212
Security National Trust
West Virginia
$4.55M -$21.2K -1,120 -0.5%
AWA
1213
AmeriServ Wealth Advisors
Pennsylvania
$4.54M -$107K -5,684 -2%
MAM
1214
Meeder Asset Management
Ohio
$4.54M +$4.24M +224,420 +9,429%
CBU
1215
CIBC Bank USA
Illinois
$4.54M +$116K +6,160 +3%
TRIM
1216
Thompson Rubinstein Investment Management
Oregon
$4.53M +$52.4K +2,772 +1%
CD
1217
Carl Domino
Florida
$4.52M -$1.21M -64,232 -22%
BPCA
1218
Bank Pictet & Cie (Asia)
Singapore
$4.5M +$4.24M +224,644 New
NFG
1219
Nadler Financial Group
Illinois
$4.5M +$503K +26,600 +13%
ANRIA
1220
American National Registered Investment Advisor
Texas
$4.49M -$55.5K -2,940 -1%
MC
1221
Martin & Co
Tennessee
$4.48M +$10.6K +560 +0.3%
GWM
1222
Graybill Wealth Management
Illinois
$4.47M -$81.5K -4,312 -2%
FA
1223
FDx Advisors
Illinois
$4.47M +$720K +38,136 +21%
AWA
1224
Arete Wealth Advisors
Illinois
$4.47M +$4.23M +223,916 New
SFG
1225
SNS Financial Group
Minnesota
$4.43M -$120K -6,356 -3%