We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
276
Total Clarity Wealth Management
Illinois
$305K +$345K +6,001 New
LNWWM
277
Laird Norton Wetherby Wealth Management
California
$301K -$26.4K -459 -7%
BF
278
BOK Financial
Oklahoma
$300K +$78.6K +1,368 +30%
IAN
279
Integrated Advisors Network
Texas
$296K +$66.5K +1,157 +25%
DAS
280
Dynamic Advisor Solutions
Arizona
$295K +$57K +992 +21%
BFS
281
Bradley Foster & Sargent
Connecticut
$290K -$146K -2,536 -31%
CFGS
282
Concourse Financial Group Securities
Alabama
$286K +$67.3K +1,170 +26%
PGFC
283
Peapack-Gladstone Financial Corp
New Jersey
$280K -$246K -4,282 -44%
CSIC
284
Clifford Swan Investment Counsel
California
$276K -$34.4K -598 -10%
AP
285
Advisor Partners
California
$272K -$145K -2,518 -32%
GD
286
Grandfield & Dodd
New York
$272K -$140K -2,434 -31%
ARMT
287
Amica Retiree Medical Trust
Rhode Island
$270K +$204K +3,540 +199%
DTL
288
Dynamic Technology Lab
Singapore
$268K +$90.4K +1,573 +42%
CIP
289
Chartwell Investment Partners
Pennsylvania
$256K +$289K +5,030 New
UR
290
USCA RIA
Texas
$255K -$126K -2,188 -30%
FIA
291
FNY Investment Advisers
New York
$254K +$287K +5,000 New
GA
292
Geller Advisors
New York
$249K +$281K +4,895 New
NFGCM
293
Norman Fields Gottscho Capital Management
New York
$248K +$23K +400 +9%
Russell Investments Group
294
Russell Investments Group
United Kingdom
$248K +$281K +4,889 New
Dodge & Cox
295
Dodge & Cox
California
$247K -$1.65M -28,688 -86%
QCG
296
Quadrant Capital Group
Ohio
$246K +$34.4K +598 +14%
MFW
297
Meristem Family Wealth
Minnesota
$246K +$278K +4,839 New
WAM
298
World Asset Management
Michigan
$235K – – –
FWCM
299
Ferguson Wellman Capital Management
Oregon
$234K -$4.89K -85 -2%
TAM
300
Tradition Asset Management
Virginia
$226K -$193K -3,349 -43%