We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
676
Groesbeck Investment Management
New Jersey
$709K – – –
TAM
677
Trillium Asset Management
Massachusetts
$708K -$32K -147 -4%
BOC
678
Barbara Oil Co
Illinois
$706K – – –
CGL
679
Clarius Group LLC
Washington
$698K +$3.91K +18 +0.5%
TAM
680
Trust Asset Management
Texas
$692K +$47.6K +219 +7%
WIS
681
Wright Investors Service
Connecticut
$689K -$33.1K -152 -4%
KOC
682
Koss-Olinger Consulting
Florida
$688K +$747K +3,435 New
S
683
SignatureFD
Georgia
$683K +$18K +83 +2%
CI
684
Conning Inc
Connecticut
$682K -$120K -553 -14%
CPA
685
Capital Planning Advisors
California
$681K – – –
CIC
686
Carnegie Investment Counsel
Ohio
$673K – – –
CIM
687
CIM Investment Management
Pennsylvania
$665K +$723K +3,323 New
SAM
688
S.A. Mason
Michigan
$663K +$26.7K +123 +4%
HF
689
HRT Financial
New York
$662K -$13.8M -63,488 -95%
CIS
690
Capital International Sarl
California
$661K – – –
ESB
691
Essex Savings Bank
Connecticut
$660K +$12.8K +59 +2%
FNBOO
692
First National Bank of Omaha
Nebraska
$658K -$217 -1 -0%
KPWS
693
Kestra Private Wealth Services
Texas
$658K +$112K +513 +18%
GFS
694
GYL Financial Synergies
Connecticut
$658K +$715K +3,287 New
4WM
695
44 Wealth Management
Oregon
$653K +$188K +866 +36%
Credit Agricole
696
Credit Agricole
France
$653K +$710K +3,266 New
CAG
697
Csenge Advisory Group
Florida
$651K -$26.7K -123 -4%
PFC
698
Phocas Financial Corp
California
$650K – – –
REMPR
699
Roof Eidam Maycock Peralta (REMP)
California
$648K – – –
AWM
700
Altium Wealth Management
New York
$648K +$18.9K +87 +3%