We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
676
Boston Family Office
Massachusetts
$628K -$1.21M -9,077 -67%
PFO
677
Pathstone Family Office
New Jersey
$625K +$399K +3,003 +206%
ACH
678
ArrowMark Colorado Holdings
Colorado
$623K
HL
679
HeadInvest LLC
Maine
$622K -$631K -4,742 -52%
CA
680
Claro Advisors
Massachusetts
$616K +$6.65K +50 +1%
SL
681
Summitry LLC
California
$614K
BBHC
682
Brown Brothers Harriman & Co
New York
$613K +$1.46K +11 +0.3%
RI
683
Ridgewood Investments
New Jersey
$612K +$81.5K +613 +16%
LW
684
Linscomb Wealth
Texas
$605K -$88.6K -666 -13%
DWT
685
Dorsey & Whitney Trust
South Dakota
$605K -$7.18K -54 -1%
CGL
686
Clarius Group LLC
Washington
$605K +$286K +2,153 +99%
BFM
687
Boston Financial Management
Massachusetts
$601K -$28.2K -212 -5%
MFG
688
Monte Financial Group
Connecticut
$598K -$3.06K -23 -0.5%
CPR
689
CSU Producer Resources
Ohio
$590K
TA
690
TFG Advisers
Michigan
$587K -$1.6K -12 -0.3%
HA
691
Harfst & Associates
Wyoming
$583K +$95.5K +718 +21%
AWA
692
Arete Wealth Advisors
Illinois
$582K +$164K +1,235 +42%
BFA
693
Bragg Financial Advisors
North Carolina
$575K -$55.9K -420 -9%
MBT
694
Montecito Bank & Trust
California
$574K +$545K +4,097 New
BWM
695
Buckley Wealth Management
Nevada
$570K +$9.71K +73 +2%
Dodge & Cox
696
Dodge & Cox
California
$569K -$95.9K -721 -15%
Mercer Global Advisors
697
Mercer Global Advisors
Colorado
$568K +$539K +4,053 New
GRP
698
Global Retirement Partners
California
$564K -$24.7K -186 -4%
DI
699
DAGCO Inc
Ohio
$559K -$23.3K -175 -4%
DY
700
Dowling & Yahnke
California
$558K +$233K +1,750 +78%