We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1526
Texas Capital Bank Wealth Management Services
Texas
$551K +$60.2K +226 +12%
WBCM
1527
Wilson & Boucher Capital Management
California
$549K – – –
BCM
1528
Brasada Capital Management
Texas
$549K -$735K -2,760 -56%
CF
1529
Claris Financial
Virginia
$545K +$1.33K +5 +0.2%
WPIC
1530
White Pine Investment Company
Michigan
$542K -$22.6K -85 -4%
GAB
1531
German American Bancorp
Indiana
$542K -$2.66K -10 -0.5%
SFSG
1532
Sound Financial Strategies Group
Mississippi
$538K -$54K -203 -9%
CCP
1533
Cushing Capital Partners
Wisconsin
$537K -$240K -903 -30%
MCA
1534
Maryland Capital Advisors
Maryland
$535K – – –
A
1535
Argentarii
Ohio
$533K +$35.1K +132 +7%
SF
1536
Symphony Financial
Texas
$531K -$160K -602 -23%
RA
1537
Ransom Advisory
Rhode Island
$530K +$17.3K +65 +3%
WBC
1538
West Branch Capital
Massachusetts
$529K -$384K -1,443 -41%
LAM
1539
L2 Asset Management
Massachusetts
$526K +$35.1K +132 +7%
LAM
1540
Lummis Asset Management
Texas
$526K -$4.79K -18 -0.9%
VAM
1541
Verity Asset Management
North Carolina
$526K -$343K -1,288 -39%
SB
1542
Strategic Blueprint
Georgia
$526K +$1.06K +4 +0.2%
DCM
1543
Dorato Capital Management
Colorado
$526K +$541K +2,033 New
PWM
1544
Partnership Wealth Management
Maryland
$526K – – –
NSIM
1545
North Star Investment Management
Illinois
$525K +$14.4K +54 +3%
OCPWS
1546
One Charles Private Wealth Services
Massachusetts
$524K -$2.13K -8 -0.4%
CIG
1547
Cascade Investment Group
Colorado
$523K – – –
ML
1548
McAdam LLC
Pennsylvania
$520K – – –
HI
1549
Harbour Investments
Wisconsin
$519K +$71.3K +268 +15%
1WM
1550
1900 Wealth Management
Texas
$519K +$72.9K +274 +16%
60 61
62
63 64