We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
701
Wealthspire Advisors (Maryland)
Maryland
$509K +$74.3K +422 +16%
AAP
702
Ardsley Advisory Partners
Connecticut
$508K – – –
BIM
703
Barton Investment Management
Pennsylvania
$506K – – –
EF
704
Empirical Finance
Pennsylvania
$506K +$113K +642 +27%
RPC
705
Rossmore Private Capital
Connecticut
$499K +$147K +837 +40%
BOTW
706
Bank of the West
California
$498K -$484K -2,749 -48%
ST
707
Somerset Trust
Pennsylvania
$497K -$3.52K -20 -0.7%
RGC
708
Roberts, Glore & Co
Illinois
$497K +$516K +2,934 New
IIC
709
Ironwood Investment Counsel
Arizona
$491K +$97.3K +553 +24%
SWA
710
Sutton Wealth Advisors
Florida
$489K -$1.06K -6 -0.2%
RG
711
Rikoon Group
New Mexico
$487K – – –
Vanguard Personalized Indexing Management
712
Vanguard Personalized Indexing Management
California
$486K +$59.8K +340 +13%
SLAM
713
Swiss Life Asset Management
$483K -$127K -720 -20%
S
714
SignatureFD
Georgia
$481K -$96.8K -550 -16%
QSS
715
Quantitative Systematic Strategies
Florida
$477K -$430K -2,445 -46%
TCM
716
Tradewinds Capital Management
Washington
$477K – – –
CWM
717
Cornerstone Wealth Management
Missouri
$475K +$7.04K +40 +1%
NIM
718
NuWave Investment Management
New Jersey
$474K +$459K +2,605 +1,364%
WP
719
WealthShield Partners
North Carolina
$472K +$491K +2,787 New
DC
720
Davenport & Co
Virginia
$471K -$23.9K -136 -5%
AWE
721
Avidian Wealth Enterprises
Texas
$470K +$35.2K +200 +8%
SBSB
722
Sullivan, Bruyette, Speros & Blaney
Virginia
$465K +$211K +1,200 +78%
BSW
723
Buckingham Strategic Wealth
Missouri
$462K -$28.3K -161 -6%
BWM
724
BerganKDV Wealth Management
Minnesota
$461K +$10.6K +60 +2%
DBG
725
De Burlo Group
Massachusetts
$460K -$4.22K -24 -0.9%