We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1226
Evermay Wealth Management
Virginia
$5.47M -$380K -4,080 -7%
AWM
1227
Avior Wealth Management
Nebraska
$5.46M +$460K +4,940 +9%
MWP
1228
MYCIO Wealth Partners
Pennsylvania
$5.46M +$63.3K +680 +1%
SIAP
1229
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.44M +$5.59K +60 +0.1%
SBSB
1230
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.43M +$691K +7,420 +15%
DWM
1231
Darwin Wealth Management
Florida
$5.43M -$24.2K -260 -0.5%
AC
1232
Avestar Capital
New York
$5.43M -$41K -440 -0.8%
SFSIG
1233
San Francisco Sentry Investment Group
California
$5.41M -$266K -2,860 -5%
UOC
1234
UBS O'Connor
Illinois
$5.4M -$4.66M -50,060 -47%
KCM
1235
Karp Capital Management
California
$5.38M -$162K -1,740 -3%
RA
1236
Rational Advisors
New York
$5.37M -$6.19M -66,480 -54%
OIA
1237
OneDigital Investment Advisors
Kansas
$5.37M +$2.26M +24,260 +75%
PFU
1238
Parus Finance (UK)
United Kingdom
$5.32M +$5.24M +56,200 New
RCAG
1239
Rehmann Capital Advisory Group
Michigan
$5.32M +$233K +2,500 +5%
WA
1240
Wealth Architects
California
$5.32M +$33.5K +360 +0.6%
LCP
1241
Legacy Capital Partners
Wisconsin
$5.31M -$55.9K -600 -1%
FM
1242
Family Management
New York
$5.31M +$52.2K +560 +1%
ALAM
1243
Asahi Life Asset Management
Japan
$5.3M +$952K +10,220 +22%
IWS
1244
Insight Wealth Strategies
California
$5.28M +$941K +10,100 +22%
HW
1245
Hedeker Wealth
Illinois
$5.27M -$26.1K -280 -0.5%
NL
1246
NVWM LLC
Pennsylvania
$5.25M +$76.4K +820 +1%
CIM
1247
CIM Investment Management
Pennsylvania
$5.24M +$188K +2,020 +4%
MBTD
1248
Mechanics Bank - Trust Department
California
$5.23M -$112K -1,200 -2%
PGIM
1249
Pacific Global Investment Management
California
$5.23M +$980K +10,520 +24%
LSAG
1250
Lake Street Advisors Group
New Hampshire
$5.23M +$356K +3,820 +7%