We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
501
Kingsview Wealth Management
Oregon
$1.01M -$25.8K -155 -3%
MWAM
502
Manhattan West Asset Management
California
$1M +$961K +5,767 New
AFA
503
Abacus FCF Advisors
Florida
$1M – – –
SWM
504
Spire Wealth Management
Virginia
$996K +$521K +3,128 +121%
MBTD
505
Mechanics Bank - Trust Department
California
$994K -$233K -1,396 -20%
APA
506
American Portfolios Advisors
New York
$980K -$664K -3,986 -41%
SSB
507
Sandy Spring Bank
Maryland
$974K – – –
AWM
508
Altium Wealth Management
New York
$966K +$473K +2,836 +105%
NMIMC
509
Northwestern Mutual Investment Management Company
Wisconsin
$964K -$8.67K -52 -0.9%
DCM
510
Donaldson Capital Management
Indiana
$960K -$33.2K -199 -3%
FAM
511
Fulcrum Asset Management
United Kingdom
$954K – – –
VCM
512
Viewpoint Capital Management
Washington
$953K +$911K +5,466 New
WT
513
Whittier Trust
California
$947K +$54.7K +328 +6%
HH
514
Hilltop Holdings
Texas
$943K +$190K +1,138 +27%
RC
515
RegentAtlantic Capital
New Jersey
$942K +$71.8K +431 +9%
MME
516
Meag Munich Ergo
Germany
$917K -$912K -5,473 -51%
HSA
517
Hussman Strategic Advisors
Maryland
$907K -$167K -1,000 -16%
JCM
518
Jacobi Capital Management
Pennsylvania
$906K +$54K +324 +7%
CCM
519
Coldstream Capital Management
Washington
$901K -$127K -764 -13%
Vanguard Personalized Indexing Management
520
Vanguard Personalized Indexing Management
California
$901K +$408K +2,445 +90%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$899K -$678K -4,067 -44%
TI
522
Tidal Investments
Wisconsin
$895K +$201K +1,207 +31%
KNW
523
Kesler Norman & Wride
Utah
$894K +$21.7K +130 +3%
JFL
524
Jarislowsky, Fraser Ltd
Quebec, Canada
$889K -$100K -600 -11%
MSFP
525
Mark Sheptoff Financial Planning
Connecticut
$889K – – –