We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
251
D.B. Root & Company
Pennsylvania
$793K -$15.5K -188 -2%
ATC
252
Argent Trust Co
Tennessee
$792K
SI
253
Stephens Inc
Arkansas
$791K -$160K -1,948 -18%
Geode Capital Management
254
Geode Capital Management
Massachusetts
$784K -$29.2K -355 -4%
AP
255
Advisor Partners
California
$764K -$11.4K -139 -2%
RC
256
RegentAtlantic Capital
New Jersey
$746K +$10.9K +132 +2%
NFGCM
257
Norman Fields Gottscho Capital Management
New York
$724K
LNWWM
258
Laird Norton Wetherby Wealth Management
California
$704K +$46.1K +560 +7%
Cambridge Investment Research Advisors
259
Cambridge Investment Research Advisors
Iowa
$704K +$51.8K +629 +8%
FFM
260
Forum Financial Management
Illinois
$703K +$665K +8,071 New
PWPS
261
Pinnacle Wealth Planning Services
Ohio
$700K +$14.4K +175 +2%
BF
262
BOK Financial
Oklahoma
$698K +$47.9K +582 +8%
CYG
263
Clean Yield Group
Vermont
$692K -$110K -1,330 -14%
BRWA
264
B. Riley Wealth Advisors
Florida
$669K -$188K -2,280 -23%
Cerity Partners
265
Cerity Partners
New York
$661K +$621K +7,544 New
CCP
266
Corient Capital Partners
California
$660K -$315K -3,831 -34%
YCM
267
Yousif Capital Management
Michigan
$660K +$624K +7,578 New
EDRH
268
Edmond de Rothschild Holding
Switzerland
$657K +$91.7K +1,113 +18%
First Manhattan
269
First Manhattan
New York
$633K -$1.65K -20 -0.3%
DAS
270
Dynamic Advisor Solutions
Arizona
$610K +$1.07K +13 +0.2%
YWP
271
YorkBridge Wealth Partners
New York
$609K +$15.2K +185 +3%
IWP
272
Icon Wealth Partners
Texas
$599K +$51.7K +628 +10%
ARMT
273
Amica Retiree Medical Trust
Rhode Island
$584K
AWM
274
Apollon Wealth Management
South Carolina
$571K +$539K +6,549 New
CCM
275
Coldstream Capital Management
Washington
$565K -$149K -1,806 -22%