We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
801
Independent Advisor Alliance
North Carolina
$5.16M +$359K +7,504 +7%
SAM
802
Selway Asset Management
$5.16M +$46.9K +980 +0.8%
PPW
803
Parcion Private Wealth
Washington
$5.15M -$166K -3,465 -3%
RPA
804
Rock Point Advisors
Vermont
$5.11M +$673K +14,050 +13%
PAMG
805
Patton Albertson Miller Group
Tennessee
$5.09M +$6.22K +130 +0.1%
DIA
806
Dean Investment Associates
Ohio
$5.07M +$955K +19,953 +20%
CT
807
Coastline Trust
Rhode Island
$5.07M -$91K -1,900 -2%
CTC
808
Central Trust Company
Missouri
$5.04M +$260K +5,434 +5%
MAM
809
Meeder Asset Management
Ohio
$5.04M -$1.59M -33,234 -22%
BPC
810
Banque Pictet & Cie
Switzerland
$5.02M +$76K +1,588 +1%
BIAS
811
Beacon Investment Advisory Services
New Jersey
$5.02M +$17.6K +367 +0.3%
ACM
812
AlphaCrest Capital Management
New York
$5.01M -$459K -9,588 -8%
ECM
813
ExodusPoint Capital Management
New York
$5M +$357K +7,448 +7%
MCP
814
Martin Capital Partners
Oregon
$4.99M +$270K +5,637 +5%
OCM
815
One Capital Management
California
$4.97M +$408K +8,518 +8%
MIA
816
MainStreet Investment Advisors
Illinois
$4.96M +$312K +6,515 +6%
UF
817
Univest Financial
Pennsylvania
$4.96M +$198K +4,141 +4%
FIB
818
First Interstate Bank
Montana
$4.92M -$1.54M -32,164 -22%
PCM
819
Parsons Capital Management
Rhode Island
$4.89M +$98.9K +2,065 +2%
OHIS
820
Oak Harvest Investment Services
Texas
$4.88M +$303K +6,332 +6%
EWA
821
Exencial Wealth Advisors
Oklahoma
$4.88M -$264K -5,510 -5%
GCM
822
Garland Capital Management
Washington
$4.88M +$39.5K +825 +0.7%
CAM
823
Columbia Asset Management
Michigan
$4.87M +$5.47M +114,166 New
TCM
824
Twin Capital Management
Pennsylvania
$4.83M -$76.8K -1,604 -1%
ST
825
Somerset Trust
Pennsylvania
$4.83M +$20.8K +435 +0.4%