We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
601
North Star Investment Management
Illinois
$527K
1WA
602
180 Wealth Advisors
Washington
$519K -$24.4K -111 -5%
EWA
603
Exencial Wealth Advisors
Oklahoma
$514K +$492K +2,235 New
PIA
604
Pinion Investment Advisors
Kansas
$497K +$476K +2,162 New
ECM
605
Evergreen Capital Management
Washington
$495K +$5.94K +27 +1%
LWAM
606
Legacy Wealth Asset Management
Minnesota
$494K -$2.42K -11 -0.5%
CCM
607
Coldstream Capital Management
Washington
$492K +$21.6K +98 +5%
NDSI
608
Newman Dignan & Sheerar Inc
Rhode Island
$487K
CCA
609
Checchi Capital Advisers
California
$482K -$5.5K -25 -1%
CI Investments Inc
610
CI Investments Inc
Ontario, Canada
$481K +$249K +1,132 +118%
EF
611
Empowered Funds
Pennsylvania
$479K
CAL
612
Capital Analysts LLC
Pennsylvania
$478K +$7.7K +35 +2%
LA
613
LVW Advisors
New York
$475K +$22.7K +103 +5%
SS
614
Simplicity Solutions
Minnesota
$471K -$385K -1,749 -46%
CT
615
Chicago Trust
Illinois
$465K -$660 -3 -0.1%
BTWM
616
Baker Tilly Wealth Management
Wisconsin
$465K +$445K +2,022 New
BW
617
Bison Wealth
Georgia
$463K +$70.4K +320 +19%
TIM
618
Thompson Investment Management
Wisconsin
$460K
PFM
619
Parsec Financial Management
North Carolina
$457K -$1.76K -8 -0.4%
PMFA
620
Plante Moran Financial Advisors
Michigan
$454K +$40.5K +184 +10%
APG
621
Abacus Planning Group
South Carolina
$454K +$44K +200 +11%
TSS
622
Two Sigma Securities
New York
$449K +$430K +1,952 New
CIA
623
Capital Investment Advisors
Georgia
$447K +$59K +268 +16%
FBFS
624
First Business Financial Services
Wisconsin
$442K +$48.4K +220 +13%
LAM
625
Lountzis Asset Management
Pennsylvania
$437K