We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PV
751
Private Vista
Illinois
$234K +$1.22K +8 +0.5%
CRC
752
Curi RMB Capital
Illinois
$232K -$7.33K -48 -3%
MPI
753
Mairs & Power Inc
Minnesota
$232K – – –
IEFM
754
IQ EQ Fund Management
Ireland
$232K +$231K +1,513 New
AIA
755
Avalon Investment & Advisory
Texas
$230K – – –
BEAM
756
Baker Ellis Asset Management
Washington
$230K – – –
HA
757
Hamel Associates
New Jersey
$230K – – –
MAA
758
Mraz Amerine & Associates
California
$230K – – –
MFG
759
Merit Financial Group
Georgia
$230K +$5.35K +35 +2%
AWA
760
AmeriServ Wealth Advisors
Pennsylvania
$229K -$1.53K -10 -0.7%
TTWM
761
TCV Trust & Wealth Management
Virginia
$227K – – –
AIM
762
Avity Investment Management
Connecticut
$227K +$12.2K +80 +6%
NIA
763
Northstar Investment Advisors
Colorado
$226K – – –
SFM
764
Signet Financial Management
New Jersey
$226K – – –
TAM
765
Tocqueville Asset Management
New York
$226K – – –
LCAM
766
London & Capital Asset Management
United Kingdom
$223K -$10.2K -67 -4%
RM
767
Resource Management
Louisiana
$222K +$153 +1 +0.1%
MCP
768
Martin Capital Partners
Oregon
$222K +$1.22K +8 +0.6%
WSC
769
Wellington Shields & Co
New York
$221K – – –
VAS
770
Vestmark Advisory Solutions
Massachusetts
$221K +$220K +1,442 New
RA
771
RFG Advisory
Alabama
$219K -$9.47K -62 -4%
FMWA
772
Forvis Mazars Wealth Advisors
Missouri
$218K -$24.1K -158 -10%
GIA
773
Guyasuta Investment Advisors
Pennsylvania
$216K +$215K +1,408 New
KWM
774
Kingsview Wealth Management
Oregon
$215K +$215K +1,407 New
AIM
775
Alambic Investment Management
California
$214K +$214K +1,400 New