We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1001
Stokes Family Office
Louisiana
$3.65M +$34.8K +265 +1%
CSUI
1002
Cincinnati Specialty Underwriters Insurance
Ohio
$3.64M – – –
CWM
1003
Compass Wealth Management
Connecticut
$3.64M -$64.1K -488 -2%
WTA
1004
Washington Trust Advisors
Massachusetts
$3.62M +$8.53K +65 +0.2%
TPM
1005
Triasima Portfolio Management
Quebec, Canada
$3.6M +$1.39M +10,590 +65%
CAG
1006
Csenge Advisory Group
Florida
$3.59M +$1.04M +7,949 +42%
NW
1007
Naviter Wealth
Arkansas
$3.58M +$166K +1,263 +5%
WSC
1008
Wellington Shields & Co
New York
$3.57M -$13.1K -100 -0.4%
QC
1009
Quadrature Capital
United Kingdom
$3.56M +$3.49M +26,550 New
MFS
1010
Mattson Financial Services
Michigan
$3.55M +$57.2K +436 +2%
FCP
1011
Fidelis Capital Partners
Florida
$3.55M +$819K +6,240 +31%
KFS
1012
Keynote Financial Services
Connecticut
$3.55M -$19.6K -149 -0.6%
PA
1013
Procyon Advisors
Connecticut
$3.54M -$351K -2,673 -9%
AIMCA
1014
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.54M +$473K +3,600 +16%
CBA
1015
Coastal Bridge Advisors
Connecticut
$3.52M -$13.8K -105 -0.4%
WOC
1016
West Oak Capital
California
$3.51M -$5.25K -40 -0.2%
BHIA
1017
Birch Hill Investment Advisors
Massachusetts
$3.5M -$106K -805 -3%
HIA
1018
Harbor Investment Advisory
Maryland
$3.5M +$32.3K +246 +1%
PT
1019
Plimoth Trust
Massachusetts
$3.49M -$63.9K -487 -2%
LFS
1020
Legacy Financial Strategies
Kansas
$3.49M +$123K +934 +4%
AM
1021
AGF Management
Ontario, Canada
$3.47M +$183K +1,397 +6%
CIC
1022
Chilton Investment Company
Connecticut
$3.47M +$555K +4,231 +20%
BOH
1023
Bank of Hawaii
Hawaii
$3.47M -$80.3K -612 -2%
SSA
1024
Schonfeld Strategic Advisors
New York
$3.47M -$6.02M -45,870 -64%
HI
1025
Harbour Investments
Wisconsin
$3.46M +$200K +1,523 +6%