We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1851
Empirical Wealth Management
Washington
$536K -$210K -4,590 -27%
SHGA
1852
Sand Hill Global Advisors
California
$535K -$14.6K -318 -3%
NBG
1853
Nancy B. Gardiner
$534K -$33.2K -725 -6%
PV
1854
Private Vista
Illinois
$534K -$25.9K -567 -4%
KA
1855
Kaizen Advisory
Illinois
$534K +$36.5K +798 +7%
CGL
1856
Clarius Group LLC
Washington
$533K +$141K +3,085 +33%
EHC
1857
Everett Harris & Co
California
$530K -$17.3K -377 -3%
FAM
1858
Formidable Asset Management
Ohio
$526K -$24.3K -530 -4%
VIM
1859
Vista Investment Management
Pennsylvania
$526K -$6.86K -150 -1%
MFW
1860
Meristem Family Wealth
Minnesota
$526K +$8.01K +175 +1%
FA
1861
FMA Advisory
Pennsylvania
$525K -$45.2K -988 -8%
BCM
1862
Barometer Capital Management
Ontario, Canada
$525K +$559K +12,220 New
WI
1863
Wintrust Investments
Illinois
$523K +$22K +481 +4%
Nuveen Fund Advisors
1864
Nuveen Fund Advisors
Illinois
$521K -$532K -11,625 -49%
SIM
1865
SSI Investment Management
California
$520K -$13.2K -289 -2%
AMM
1866
American Money Management
California
$519K -$7.32K -160 -1%
BWCS
1867
Beirne Wealth Consulting Services
Connecticut
$519K +$548K +11,972 New
FPCP
1868
Fort Point Capital Partners
California
$517K -$59.9K -1,309 -10%
NFG
1869
Nadler Financial Group
Illinois
$513K +$2.15K +47 +0.4%
APW
1870
Acima Private Wealth
Virginia
$512K +$541K +11,816 New
EFSCE
1871
Enterprise Financial Services Corp (EFSC)
Missouri
$509K -$24.8K -543 -4%
CAM
1872
Cypress Asset Management
Texas
$509K -$11.4K -250 -2%
DI
1873
DAGCO Inc
Ohio
$509K +$538K +11,750 New
BCM
1874
BBT Capital Management
Texas
$508K +$536K +11,713 New
MCP
1875
Mirador Capital Partners
California
$507K -$1.36M -29,801 -72%