We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1001
Guyasuta Investment Advisors
Pennsylvania
$23.6M +$201K +1,300 +0.9%
MHS
1002
M Holdings Securities
Oregon
$23.5M +$22.3M +144,360 New
IWM
1003
IHT Wealth Management
Illinois
$23.5M -$192K -1,240 -0.9%
GWM
1004
Geneos Wealth Management
Colorado
$23.5M +$476K +3,080 +2%
BA
1005
Bristlecone Advisors
Washington
$23.5M +$1.8M +11,680 +9%
UM
1006
Ulysses Management
New York
$23.5M -$1.24M -8,000 -5%
OMC
1007
Overbrook Management Corp
New York
$23.5M -$337K -2,180 -1%
PWM
1008
Perigon Wealth Management
California
$23.4M -$127K -820 -0.6%
VW
1009
Vantage Wealth
California
$23.4M +$3.7M +23,960 +20%
VVP
1010
Venture Visionary Partners
Ohio
$23.4M -$71.1K -460 -0.3%
BC
1011
Brookfield Corp
Ontario, Canada
$23.3M +$14.4M +93,180 +188%
MGP
1012
Metis Global Partners
California
$23.3M +$9.96M +64,440 +82%
SCA
1013
Spearhead Capital Advisors
Florida
$23.2M +$1.87M +12,080 +9%
FB
1014
Fulton Bank
Pennsylvania
$23.2M +$34K +220 +0.2%
NSAM
1015
North Star Asset Management
Wisconsin
$23.2M +$661K +4,280 +3%
GAB
1016
German American Bancorp
Indiana
$23.2M +$272K +1,760 +1%
DP
1017
DDD Partners
Washington
$23.2M +$269K +1,740 +1%
GHA
1018
GW Henssler & Associates
Georgia
$23.2M +$2.86M +18,500 +15%
CIA
1019
CCM Investment Advisers
South Carolina
$23.1M +$195K +1,260 +0.9%
NPA
1020
Nichols & Pratt Advisers
Massachusetts
$23.1M +$198K +1,280 +0.9%
ACM
1021
Azimuth Capital Management
Michigan
$23.1M -$8.46M -54,720 -28%
OPS
1022
Orion Portfolio Solutions
Nebraska
$23M +$921K +5,960 +4%
LNB
1023
Ledyard National Bank
$23M -$355K -2,300 -2%
GIA
1024
Gladstone Institutional Advisory
Florida
$23M +$1.03M +6,640 +5%
SFI
1025
Siemens Fonds Invest
Germany
$23M -$14.4M -93,060 -40%