We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1001
Dynasty Wealth Management
Florida
$2M -$55.6K -181 -3%
TW
1002
TritonPoint Wealth
Maryland
$2M +$6.45K +21 +0.3%
NWM
1003
Northcape Wealth Management
New York
$1.98M +$1.54K +5 +0.1%
CRI
1004
Commonwealth Retirement Investments
Virginia
$1.98M +$362K +1,178 +22%
1C
1005
111 Capital
France
$1.97M +$1.25M +4,079 +177%
MMA
1006
Miracle Mile Advisors
California
$1.97M +$557K +1,814 +40%
FFA
1007
Fragasso Financial Advisors
Pennsylvania
$1.97M -$31.9K -104 -2%
CIC
1008
Crawford Investment Counsel
Georgia
$1.97M +$120K +390 +7%
IIC
1009
Ironwood Investment Counsel
Arizona
$1.94M -$20K -65 -1%
PM
1010
Penbrook Management
New York
$1.94M – – –
SM
1011
STF Management
Texas
$1.94M +$45.5K +148 +2%
PC
1012
Promethos Capital
Massachusetts
$1.93M +$1.93M +6,270 New
PDL
1013
Portfolio Design Labs
California
$1.93M -$670K -2,180 -26%
JCM
1014
Jacobi Capital Management
Pennsylvania
$1.93M +$16.6K +54 +0.9%
IIM
1015
Ipswich Investment Management
Massachusetts
$1.92M -$14.7K -48 -0.8%
RAG
1016
RIA Advisory Group
Iowa
$1.92M -$291K -946 -13%
USCWA
1017
U.S. Capital Wealth Advisors
Texas
$1.92M -$49.8K -162 -3%
SPC
1018
Spirepoint Private Client
Florida
$1.91M -$307 -1 -0%
LFM
1019
LGT Fund Management
Liechtenstein
$1.91M +$829K +2,700 +77%
EFS
1020
Essex Financial Services
Connecticut
$1.91M +$51.9K +169 +3%
S
1021
SimplyRich
California
$1.9M – – –
TC
1022
Truvestments Capital
Florida
$1.89M -$115K -373 -6%
DAS
1023
DMKC Advisory Services
Iowa
$1.89M +$1.92M +6,252 New
LAM
1024
LECAP Asset Management
United Kingdom
$1.89M +$1.88M +6,122 New
WTB
1025
Washington Trust Bank
Washington
$1.89M -$71.3K -232 -4%
39 40
41
42 43