We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PSP
676
Principal Street Partners
Tennessee
$6.51M +$7.27M +165,683 New
NFG
677
NewFocus Financial Group
Washington
$6.5M +$92.7K +2,113 +1%
CIM
678
Corbyn Investment Management
Maryland
$6.5M +$3.33M +75,925 +85%
FM
679
Foster & Motley
Ohio
$6.5M -$489K -11,150 -6%
CB
680
Community Bank
New York
$6.5M +$301K +6,854 +4%
SS
681
Simplicity Solutions
Minnesota
$6.49M +$663K +15,101 +10%
CCP
682
Clifford Capital Partners
Utah
$6.47M +$11.2K +255 +0.2%
GP
683
Girard Partners
Pennsylvania
$6.46M +$417K +9,506 +6%
ST
684
Spinnaker Trust
Maine
$6.44M -$11.5K -261 -0.2%
AFG
685
Albion Financial Group
Utah
$6.43M +$4.96K +113 +0.1%
JWM
686
JGP Wealth Management
Oregon
$6.42M +$349K +7,951 +5%
WAM
687
Winslow Asset Management
Ohio
$6.41M -$40.1K -913 -0.6%
IPW
688
Inlet Private Wealth
Florida
$6.4M +$123K +2,800 +2%
PTC
689
Petrus Trust Company
Texas
$6.37M +$375K +8,555 +6%
BOTW
690
Bank of the West
California
$6.36M +$2.01M +45,872 +40%
CTA
691
Colonial Trust Advisors
South Carolina
$6.35M +$276K +6,291 +4%
TCM
692
Twin Capital Management
Pennsylvania
$6.31M -$60.5K -1,380 -0.9%
CI
693
Cigna Investments
Connecticut
$6.29M +$15.5K +354 +0.2%
RWP
694
RWA Wealth Partners
Massachusetts
$6.27M -$58.3K -1,328 -0.8%
SW
695
SteelPeak Wealth
California
$6.25M -$105K -2,388 -1%
EWM
696
Endurance Wealth Management
Rhode Island
$6.25M +$154K +3,507 +2%
1IA
697
1834 Investment Advisors
Wisconsin
$6.21M +$626K +14,279 +10%
SCM
698
Stonebridge Capital Management
California
$6.2M -$680K -15,500 -9%
Wealthfront Advisers
699
Wealthfront Advisers
California
$6.18M -$615K -14,007 -8%
CTC
700
Central Trust Company
Missouri
$6.17M +$115K +2,627 +2%