We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
226
Grassi Investment Management
California
$684K -$6.9M -115,010 -91%
WT
227
Whittier Trust
California
$684K +$4.26K +71 +0.6%
MCM
228
Mengis Capital Management
Oregon
$676K -$125K -2,085 -15%
AMI
229
Amica Mutual Insurance
Rhode Island
$656K +$344K +5,727 +103%
CYG
230
Clean Yield Group
Vermont
$656K +$675K +11,254 New
Geode Capital Management
231
Geode Capital Management
Massachusetts
$649K +$130K +2,163 +24%
FPS
232
Fieldpoint Private Securities
Connecticut
$639K -$84.8K -1,413 -11%
BCB
233
Brian C. Broderick
$637K -$67.8K -1,130 -9%
FTIOP
234
Fiduciary Trust International of Pennsylvania
Pennsylvania
$626K +$644K +10,738 New
CCP
235
Corient Capital Partners
California
$624K -$17.8K -296 -3%
AI
236
Atria Investments
North Carolina
$623K +$28.2K +470 +5%
SIS
237
Susquehanna International Securities
Ireland
$621K +$69.6K +1,160 +12%
TAM
238
Tradition Asset Management
Virginia
$619K -$28.6K -477 -4%
PCS
239
Personal CFO Solutions
New Jersey
$602K +$620K +10,331 New
DADC
240
D.A. Davidson & Co
Montana
$596K -$410K -6,829 -40%
MCM
241
MAI Capital Management
Ohio
$582K +$18.4K +307 +3%
ZCA
242
Zeke Capital Advisors
Pennsylvania
$576K +$593K +9,888 New
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
$571K -$33.9K -565 -5%
AP
244
Advisor Partners
California
$560K +$94.4K +1,574 +20%
SCP
245
Shorepoint Capital Partners
Massachusetts
$551K -$156K -2,603 -22%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$543K -$45.8K -764 -8%
ZAM
247
Zevin Asset Management
Massachusetts
$526K +$36.5K +609 +7%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$523K -$72.1K -1,202 -12%
GC
249
Guggenheim Capital
Illinois
$521K -$154K -2,575 -22%
TC
250
Telemus Capital
Michigan
$521K -$65.7K -1,095 -11%