We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
626
Baker Tilly Wealth Management
Wisconsin
$885K -$15.5K -116 -2%
Focus Partners Wealth
627
Focus Partners Wealth
Massachusetts
$877K +$780K +5,820 New
LCM
628
LVM Capital Management
Michigan
$873K -$15K -112 -2%
CM
629
Columbus Macro
Pennsylvania
$871K +$9.11K +68 +1%
WFC
630
Western Financial Corp
California
$868K -$4.29K -32 -0.6%
NBT
631
Northwest Bank & Trust
Iowa
$868K +$772K +5,760 New
KIA
632
Knollwood Investment Advisory
Maryland
$859K +$764K +5,700 New
OAM
633
Oppenheimer Asset Management
New York
$855K +$761K +5,676 New
BL
634
Balentine LLC
Georgia
$855K +$125K +932 +20%
VSQM
635
V-Square Quantitative Management
Illinois
$853K +$217K +1,620 +40%
VAS
636
Vestmark Advisory Solutions
Massachusetts
$851K +$124K +928 +20%
BCV
637
Banque Cantonale Vaudoise
Switzerland
$845K -$546K -4,072 -42%
AFM
638
Abbot Financial Management
Massachusetts
$844K – – –
HFAS
639
Hummer Financial Advisory Services
Illinois
$844K – – –
LNWWM
640
Laird Norton Wetherby Wealth Management
California
$840K +$21.4K +160 +3%
S
641
SignatureFD
Georgia
$839K -$56.3K -420 -7%
CIA
642
Choate Investment Advisors
Massachusetts
$839K -$1.61K -12 -0.2%
FAM
643
Formidable Asset Management
Ohio
$835K – – –
First Manhattan
644
First Manhattan
New York
$830K -$2.14K -16 -0.3%
MFG
645
Merit Financial Group
Georgia
$830K +$93.8K +700 +15%
AP
646
Appleton Partners
Massachusetts
$830K +$84.7K +632 +13%
OP
647
ORG Partners
Indiana
$827K -$287K -2,144 -28%
HWM
648
HB Wealth Management
Georgia
$815K +$54.7K +408 +8%
PA
649
Parallel Advisors
California
$814K -$27.3K -204 -4%
SSW
650
Smith Shellnut Wilson
Mississippi
$813K -$13.4K -100 -2%