We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GCMG
501
Gyroscope Capital Management Group
Florida
$235K +$264K +2,442 New
WA
502
Wambolt & Associates
Colorado
$235K +$264K +2,442 New
HPC
503
Hobart Private Capital
North Carolina
$234K +$2.06K +19 +0.8%
IIC
504
Ironwood Investment Counsel
Arizona
$233K -$63.8K -589 -12%
PWLP
505
Prio Wealth Limited Partnership
Massachusetts
$230K +$7.47K +69 +3%
AAM
506
Aureus Asset Management
Massachusetts
$229K -$21.7K -200 -8%
PHAM
507
Palisades Hudson Asset Management
Florida
$226K -$70.7K -653 -22%
SS
508
Simplicity Solutions
Minnesota
$223K -$336K -3,100 -57%
CPA
509
Court Place Advisors
Maryland
$223K
ZIC
510
ZWJ Investment Counsel
Georgia
$222K
KRSITF
511
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$222K +$12.1K +112 +5%
PWMG
512
Prestige Wealth Management Group
New Jersey
$221K +$249K +2,295 New
Cerity Partners
513
Cerity Partners
New York
$217K -$7.9K -73 -3%
SWM
514
Segment Wealth Management
Texas
$216K
GCA
515
Gideon Capital Advisors
New York
$215K -$955K -8,822 -80%
TAM
516
Tiverton Asset Management
Delaware
$215K +$36.5K +337 +18%
RMC
517
Resources Management Corp
Connecticut
$214K -$54.1K -500 -18%
PWAG
518
Polaris Wealth Advisory Group
California
$214K
OC
519
Oppenheimer & Co
New York
$214K +$241K +2,223 New
CM
520
Castleark Management
Illinois
$213K -$228K -2,110 -49%
AWM
521
AE Wealth Management
Kansas
$209K -$184K -1,700 -44%
9WM
522
9258 Wealth Management
Ohio
$208K +$234K +2,164 New
ARMC
523
American Research & Management Company
Massachusetts
$203K -$325K -3,000 -59%
MAP
524
Moody Aldrich Partners
Massachusetts
$202K -$1.3K -12 -0.6%
LNWWM
525
Laird Norton Wetherby Wealth Management
California
$200K +$6.17K +57 +3%