We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1301
Baker Tilly Wealth Management
Wisconsin
$12.6M -$11.3M -83,962 -46%
KFS
1302
Kurt F. Somerville
$12.6M +$852K +6,355 +7%
CAM
1303
Columbia Asset Management
Michigan
$12.5M -$204K -1,520 -2%
CJL
1304
Cyrus J. Lawrence
New York
$12.5M +$86.2K +643 +0.7%
BP
1305
Broadleaf Partners
Ohio
$12.5M +$4.91M +36,666 +60%
SCM
1306
Schnieders Capital Management
California
$12.4M -$120K -899 -0.9%
OAM
1307
Ostrum Asset Management
France
$12.4M -$1.18M -8,827 -8%
CWP
1308
CFM Wealth Partners
Texas
$12.4M +$269K +2,007 +2%
RIA
1309
RPG Investment Advisory
California
$12.4M -$63K -470 -0.5%
CI
1310
Cigna Investments
Connecticut
$12.3M -$1.66M -12,368 -11%
RIL
1311
Rothschild Investment LLC
Illinois
$12.3M +$619K +4,622 +5%
AA
1312
Apriem Advisors
California
$12.3M -$101K -753 -0.8%
NP
1313
Nilsine Partners
Colorado
$12.3M +$1.38M +10,329 +12%
1WA
1314
180 Wealth Advisors
Washington
$12.3M +$72.9K +544 +0.6%
SWM
1315
Stockman Wealth Management
Montana
$12.2M -$409K -3,052 -3%
CF
1316
Clarity Financial
Texas
$12.2M +$6.07M +45,290 +89%
QI
1317
QV Investors
Alberta, Canada
$12.2M -$130K -970 -1%
WPC
1318
Wedmont Private Capital
Pennsylvania
$12.2M +$2.29M +17,113 +22%
QFA
1319
Quattro Financial Advisors
Texas
$12.1M -$94.6K -706 -0.7%
SFM
1320
Sphera Funds Management
Israel
$12.1M -$3.89M -29,000 -23%
WAM
1321
Wolverine Asset Management
Illinois
$12.1M +$12.7M +94,817 New
FMC
1322
First Merchants Corp
Indiana
$12M +$1.12M +8,395 +10%
RPC
1323
Rossmore Private Capital
Connecticut
$12M -$24K -179 -0.2%
PAS
1324
Professional Advisory Services
Florida
$12M +$338K +2,526 +3%
UI
1325
Untitled Investments
New York
$12M +$5.21M +38,905 +70%