We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
626
Azimuth Capital Management
Michigan
$680K -$45.3K -361 -6%
KIA
627
KCM Investment Advisors
California
$679K -$19.3K -154 -3%
MCM
628
McRae Capital Management
New Jersey
$677K -$56.5K -450 -7%
LNWWM
629
Laird Norton Wetherby Wealth Management
California
$675K -$6.78K -54 -0.9%
BHTS
630
Bar Harbor Trust Services
Maine
$675K +$167K +1,329 +30%
RMC
631
Resources Management Corp
Connecticut
$668K +$31.4K +250 +5%
AF
632
Allworth Financial
California
$661K -$4.27K -34 -0.6%
DFA
633
Delta Financial Advisors
Louisiana
$660K -$24.9K -198 -3%
PA
634
Profund Advisors
Maryland
$653K -$40.8K -325 -5%
WSCM
635
Wellington Shields Capital Management
New York
$652K
S
636
SimplyRich
California
$646K
SAM
637
Sompo Asset Management
Japan
$644K -$82.9K -660 -11%
AWM
638
Avior Wealth Management
Nebraska
$638K +$50.4K +401 +8%
PTP
639
Platform Technology Partners
New York
$635K +$47.4K +377 +7%
CFA
640
CWS Financial Advisors
Michigan
$633K
VNA
641
Valley National Advisers
Pennsylvania
$629K -$49.6K -395 -7%
Vanguard Personalized Indexing Management
642
Vanguard Personalized Indexing Management
California
$618K +$71.5K +569 +12%
RWB
643
RMR Wealth Builders
New Jersey
$617K +$74.4K +592 +13%
QCM
644
Quest Capital Management
Texas
$615K -$241K -1,917 -27%
WTC
645
WhitTier Trust Company
Nevada
$614K
HAG
646
HighPoint Advisor Group
Illinois
$610K -$31.4K -250 -5%
DY
647
Dowling & Yahnke
California
$609K -$11.8K -94 -2%
HVIA
648
Hudson Valley Investment Advisors
New York
$607K -$47.2K -376 -7%
VSWA
649
Vontobel Swiss Wealth Advisors
Switzerland
$604K -$603K -4,800 -48%
FMWA
650
Forvis Mazars Wealth Advisors
Missouri
$590K -$213K -1,692 -25%