We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
776
TRUE Private Wealth Advisors
Oregon
$279K -$159K -860 -37%
SIMM
777
Stillwater Investment Management (Minnesota)
Minnesota
$276K +$1.11K +6 +0.4%
AI
778
Atria Investments
North Carolina
$275K -$145K -786 -35%
RWP
779
RWA Wealth Partners
Massachusetts
$274K +$269K +1,454 New
CFGS
780
Concourse Financial Group Securities
Alabama
$273K +$256K +1,386 +2,475%
OSAM
781
O'Shaughnessy Asset Management
Connecticut
$272K
ACP
782
Ashfield Capital Partners
California
$270K
FBA
783
Front Barnett Associates
Illinois
$267K +$13.5K +73 +5%
MFW
784
Meristem Family Wealth
Minnesota
$264K +$259K +1,404 New
MA
785
MANA Advisors
New York
$261K +$257K +1,390 New
FLII
786
First Long Island Investors
New York
$255K
C
787
Cerebellum
California
$255K +$250K +1,354 New
KTA
788
Keeley-Teton Advisors
Illinois
$254K +$554 +3 +0.2%
WKWM
789
Walter & Keenan Wealth Management
Indiana
$251K
FRM
790
Fox Run Management
Connecticut
$250K +$245K +1,329 New
LSAG
791
Lake Street Advisors Group
New Hampshire
$246K +$1.66K +9 +0.7%
APG
792
Abacus Planning Group
South Carolina
$246K +$241K +1,307 New
HW
793
Hedeker Wealth
Illinois
$244K
RTS
794
Round Table Services
New Jersey
$243K -$146K -791 -38%
GAAM
795
Guinness Atkinson Asset Management
California
$243K -$113K -610 -32%
JCM
796
Jacobi Capital Management
Pennsylvania
$243K -$21.8K -118 -8%
GWM
797
Geneos Wealth Management
Colorado
$242K +$7.94K +43 +3%
CAN
798
Cetera Advisor Networks
California
$241K -$87.7K -475 -27%
WP
799
WealthSource Partners
California
$241K -$77.7K -421 -25%
Koshinski Asset Management
800
Koshinski Asset Management
Illinois
$241K -$45.2K -245 -16%