We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
901
Hanson & Doremus Investment Management
Vermont
$144K
BL
902
Balentine LLC
Georgia
$138K -$5.66K -20 -4%
RP
903
Rowlandmiller & Partners
Georgia
$138K
BWP
904
Baldwin Wealth Partners
Massachusetts
$137K
PG
905
Patten Group
Tennessee
$136K
CFA
906
Carroll Financial Associates
North Carolina
$133K
FWM
907
Focused Wealth Management
New York
$130K
WA
908
Winfield Associates
Ohio
$128K +$18.9K +67 +17%
AIM
909
Acrospire Investment Management
Illinois
$109K -$141K -500 -56%
PCTC
910
Perkins Coie Trust Company
Washington
$109K
TSW
911
Thompson Siegel & Walmsley
Virginia
$108K -$3.39K -12 -3%
FPFS
912
First Personal Financial Services
North Carolina
$107K -$45.2K -160 -29%
HFM
913
Harvest Fund Management
China
$106K
CAL
914
Capital Analysts LLC
Pennsylvania
$106K -$10.2K -36 -9%
CAG
915
Crestwood Advisors Group
Massachusetts
$105K +$109K +386 New
PFO
916
Pathstone Family Office
New Jersey
$102K +$105K +372 New
QCG
917
Quadrant Capital Group
Ohio
$101K -$9.61K -34 -8%
KF
918
Krilogy Financial
Missouri
$99K
PSC
919
Prentiss Smith & Co
Vermont
$92K
AssetMark Inc
920
AssetMark Inc
California
$89K +$2.83K +10 +3%
AOWM
921
Alpha Omega Wealth Management
Virginia
$89K +$5.66K +20 +7%
MIFH
922
Migdal Insurance & Financial Holdings
Israel
$88K +$76.1K +269 +456%
PMFA
923
Plante Moran Financial Advisors
Michigan
$86K -$54.3K -192 -38%
HIIFS
924
Harel Insurance Investments & Financial Services
Israel
$84K +$86.5K +306 New
CHC
925
City Holding Co
West Virginia
$75K