We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
551
Institute for Wealth Management
Colorado
$255K
FFM
552
Forum Financial Management
Illinois
$251K -$198 -2 -0.1%
SP
553
Symmetry Partners
Connecticut
$249K
RSA
554
River Street Advisors
Illinois
$245K -$6.43K -65 -3%
DADC
555
D.A. Davidson & Co
Montana
$236K -$314K -3,180 -58%
ESCM
556
Echo Street Capital Management
New York
$235K +$228K +2,305 New
SFI
557
Siemens Fonds Invest
Germany
$233K
NW
558
NewEdge Wealth
Pennsylvania
$231K -$27.4K -277 -11%
MIM
559
Marco Investment Management
Georgia
$231K
FAIM
560
Financial Advocates Investment Management
Washington
$228K +$18K +182 +9%
TAM
561
Todd Asset Management
Kentucky
$228K
MBT
562
Montecito Bank & Trust
California
$223K +$7.02K +71 +3%
CI
563
CX Institutional
Indiana
$223K +$216K +2,183 New
DWT
564
Dorsey & Whitney Trust
South Dakota
$221K +$214K +2,168 New
CIS
565
Capital International Sarl
California
$221K
PPC
566
Park Place Capital
Alabama
$218K +$69.6K +704 +49%
MFG
567
MidWestOne Financial Group
Iowa
$215K
WP
568
WMS Partners
Maryland
$211K +$1.58K +16 +0.8%
UB
569
UMB Bank
Missouri
$208K +$5.64K +57 +3%
SC
570
Savant Capital
Illinois
$206K +$199K +2,016 New
DBT
571
Dubuque Bank & Trust
Iowa
$205K +$12.7K +128 +7%
CAM
572
Claret Asset Management
Quebec, Canada
$205K +$13.5K +137 +7%
IWM
573
IHT Wealth Management
Illinois
$204K -$22.1K -223 -10%
DGAM
574
Desjardins Global Asset Management
Quebec, Canada
$193K -$25.6K -259 -12%
GRP
575
Global Retirement Partners
California
$190K -$21K -212 -10%