We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
676
Groesbeck Investment Management
New Jersey
$845K +$28.9K +136 +4%
4WM
677
44 Wealth Management
Oregon
$845K +$88.6K +417 +13%
WW
678
Waterfront Wealth
Kansas
$842K +$101K +477 +15%
TIA
679
Trust Investment Advisors
Indiana
$838K +$21K +99 +3%
PP
680
Paloma Partners
Connecticut
$838K +$776K +3,650 New
MWM
681
Modera Wealth Management
New Jersey
$834K +$771K +3,628 New
CGL
682
Clarius Group LLC
Washington
$830K +$27.6K +130 +4%
BSW
683
Buckingham Strategic Wealth
Missouri
$827K +$213 +1 +0%
BAMF
684
BI Asset Management Fondsmaeglerselskab
Denmark
$823K -$7.23K -34 -0.9%
IAIM
685
Industrial Alliance Investment Management
Quebec, Canada
$823K +$762K +3,584 New
HTC
686
Haverford Trust Company
Pennsylvania
$820K -$22.1K -104 -3%
BTWM
687
Baker Tilly Wealth Management
Wisconsin
$812K +$112K +529 +18%
BOC
688
Barbara Oil Co
Illinois
$810K
CPIG
689
Chicago Partners Investment Group
Illinois
$809K +$9.35K +44 +1%
TAM
690
Trillium Asset Management
Massachusetts
$803K -$8.08K -38 -1%
BL
691
Balentine LLC
Georgia
$797K +$477K +2,246 +183%
CAG
692
Csenge Advisory Group
Florida
$795K +$26.1K +123 +4%
TAM
693
Trust Asset Management
Texas
$794K
DFG
694
Demars Financial Group
Washington
$790K +$731K +3,439 New
CIC
695
Carnegie Investment Counsel
Ohio
$789K +$15.7K +74 +2%
WA
696
Wambolt & Associates
Colorado
$789K +$198K +931 +37%
WIS
697
Wright Investors Service
Connecticut
$788K -$2.76K -13 -0.4%
AIM
698
Anchor Investment Management
South Carolina
$784K -$223K -1,047 -23%
FAM
699
Fulcrum Asset Management
United Kingdom
$782K
CPA
700
Capital Planning Advisors
California
$781K