We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.91K +20 +400%
RFA
702
Reilly Financial Advisors
California
$3K +$3.49K +24 New
GAM
703
Gemmer Asset Management
California
$3K +$3.63K +25 New
BCWM
704
Bartlett & Co Wealth Management
Ohio
$2.48K – – –
WPA
705
West Paces Advisors
Georgia
$2.48K – – –
AWM
706
AllSquare Wealth Management
New York
$2K – – –
BC
707
Bartlett & Co
Ohio
$2K – – –
BFC
708
Bedel Financial Consulting
Indiana
$2K – – –
FMP
709
Financial Management Professionals
Texas
$2K – – –
SFO
710
Standard Family Office
South Dakota
$2K – – –
TSW
711
Thompson Siegel & Walmsley
Virginia
$2K +$1.6K +11 New
WCM
712
Wealthcare Capital Management
Virginia
$2K +$2.47K +17 New
KFS
713
Kelly Financial Services
Massachusetts
$1.38K – – –
MLFP
714
MPS Loria Financial Planners
Illinois
$1K – – –
TFM
715
TFC Financial Management
Massachusetts
$1K – – –
CA
716
Clearstead Advisors
Ohio
$1K +$1.02K +7 New
MCM
717
MV Capital Management
Maryland
$1K +$1.31K +9 New
CAM
718
Costello Asset Management
Pennsylvania
$1K +$1.45K +10 New
TFA
719
Toth Financial Advisory
Virginia
$1K +$1.45K +10 New
GFPC
720
Global Financial Private Client
Florida
$985 – – –
Harris Associates
721
Harris Associates
Illinois
– -$272M -2,085,897 Closed
GIM
722
Generation Investment Management
United Kingdom
– -$195M -1,493,092 Closed
SSM
723
Sound Shore Management
Connecticut
– -$75.5M -579,664 Closed
Alyeska Investment Group
724
Alyeska Investment Group
Illinois
– -$29.1M -223,224 Closed
DSA
725
Davis Selected Advisers
Arizona
– -$23.9M -183,656 Closed