We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMA
526
Prudent Man Advisors
Illinois
$385K +$29.2K +1,036 +8%
CP
527
Covenant Partners
Tennessee
$382K -$61.6K -2,184 -13%
WSTAM
528
Wilbanks Smith & Thomas Asset Management
Virginia
$382K -$6.76K -240 -2%
JCM
529
JS Capital Management
New York
$380K +$395K +14,000 New
BJL
530
Brighton Jones LLC
Washington
$367K +$381K +13,512 New
WFC
531
Western Financial Corp
California
$366K +$23K +816 +6%
PFO
532
Pathstone Family Office
New Jersey
$356K +$313K +11,108 +561%
LS
533
Livforsakringsbolaget Skandia
Sweden
$348K
CIC
534
Chilton Investment Company
Connecticut
$347K -$83.6K -2,964 -19%
RHBC
535
R.H. Bluestein & Co
Michigan
$347K
AO
536
Advisor OS
Illinois
$342K +$108K +3,840 +44%
WA
537
Wambolt & Associates
Colorado
$339K -$9.02K -320 -3%
AA
538
ALPS Advisors
Colorado
$338K +$69.7K +2,472 +25%
EWM
539
Endurance Wealth Management
Rhode Island
$334K -$55.3K -1,960 -14%
OWA
540
One Wealth Advisors
California
$332K +$18.5K +656 +6%
AWM
541
AE Wealth Management
Kansas
$332K +$35K +1,240 +11%
QSS
542
Quantitative Systematic Strategies
Florida
$332K +$344K +12,220 New
AF
543
Allworth Financial
California
$331K +$16.9K +600 +5%
CS
544
Comerica Securities
Michigan
$331K +$42.2K +1,496 +14%
LWAM
545
Legacy Wealth Asset Management
Minnesota
$330K -$2.25K -80 -0.7%
SAM
546
Silvercrest Asset Management
New York
$329K +$341K +12,100 New
AWCI
547
Alpine Woods Capital Investors
New York
$326K
GJIC
548
Gamble Jones Investment Counsel
California
$326K +$113K +4,000 +50%
SC
549
Sepio Capital
Utah
$322K
CT
550
Clearstead Trust
Maine
$317K -$873K -30,980 -73%