We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
1101
St. Johns Investment Management
Florida
$1.53M -$21.1K -86 -1%
BDF
1102
Balasa Dinverno & Foltz
$1.52M +$59.3K +242 +4%
ACM
1103
Advance Capital Management
Michigan
$1.52M +$8.33K +34 +0.5%
JCA
1104
January Capital Advisors
California
$1.51M
LC
1105
LCNB Corp
Ohio
$1.5M +$11K +45 +0.7%
VAS
1106
Vestmark Advisory Solutions
Massachusetts
$1.5M +$48.8K +199 +3%
AIM
1107
Aspen Investment Management
Michigan
$1.5M -$3.68K -15 -0.2%
MCAI
1108
Members Capital Advisors Inc
Wisconsin
$1.5M
DPIM
1109
Duff & Phelps Investment Management
Illinois
$1.5M
1CP
1110
17 Capital Partners
Arizona
$1.49M -$5.88K -24 -0.4%
BTWM
1111
Baker Tilly Wealth Management
Wisconsin
$1.49M -$37K -151 -2%
NFC
1112
Northeast Financial Consultants
Connecticut
$1.48M -$16.7K -68 -1%
PCM
1113
Princeton Capital Management
New Jersey
$1.48M -$8.58K -35 -0.6%
BMWM
1114
Brown Miller Wealth Management
Virginia
$1.48M +$24.5K +100 +2%
SCA
1115
Sandy Cove Advisors
Massachusetts
$1.48M
RWA
1116
Ropes Wealth Advisors
Massachusetts
$1.48M -$21.8K -89 -1%
IAS
1117
Investment Advisory Services
Texas
$1.47M +$25K +102 +2%
WDC
1118
Woodward Diversified Capital
California
$1.47M +$2.94K +12 +0.2%
AIM
1119
Anchor Investment Management
South Carolina
$1.47M -$65.9K -269 -4%
QI
1120
Qtron Investments
Massachusetts
$1.46M +$444K +1,810 +43%
MPWT
1121
MassMutual Private Wealth & Trust
Connecticut
$1.46M -$1.28M -5,211 -46%
SIAG
1122
Signet Investment Advisory Group
Rhode Island
$1.46M -$50.5K -206 -3%
DIP
1123
DT Investment Partners
Pennsylvania
$1.46M -$14.7K -60 -1%
IWM
1124
IHT Wealth Management
Illinois
$1.46M +$52K +212 +4%
LWAM
1125
Legacy Wealth Asset Management
Minnesota
$1.45M -$333K -1,357 -19%