We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PP
726
Patron Partners
Texas
$359K – – –
DAM
727
Derbend Asset Management
Georgia
$358K +$882 +8 +0.3%
AF
728
Advisornet Financial
Minnesota
$357K +$7.94K +72 +2%
CRC
729
Curi RMB Capital
Illinois
$352K +$72.7K +660 +28%
WA
730
Wambolt & Associates
Colorado
$350K +$4.41K +40 +1%
APA
731
Astoria Portfolio Advisors
New York
$350K -$18.5K -168 -5%
BSC
732
Brown Shipley & Co
United Kingdom
$349K +$333K +3,020 New
CI
733
Conning Inc
Connecticut
$344K -$3.09K -28 -0.9%
CM
734
Castleark Management
Illinois
$342K – – –
GIA
735
Gladstone Institutional Advisory
Florida
$341K -$1.18M -10,696 -78%
FLPIM
736
F.L. Putnam Investment Management
Massachusetts
$341K +$325K +2,948 New
GCP
737
GSA Capital Partners
United Kingdom
$341K +$23.4K +212 +8%
NAS
738
Nicolet Advisory Services
Wisconsin
$338K +$441 +4 +0.1%
ECM
739
Evergreen Capital Management
Washington
$336K +$26.5K +240 +9%
PGA
740
Portland Global Advisors
Maine
$331K – – –
RWM
741
Revisor Wealth Management
Ohio
$327K +$311K +2,824 New
CT
742
Cambridge Trust
Massachusetts
$326K -$7.5K -68 -2%
BC
743
Burney Company
Virginia
$324K -$4.85K -44 -2%
FL
744
Fort LP
Maryland
$320K -$103K -932 -25%
DGAM
745
Desjardins Global Asset Management
Quebec, Canada
$317K +$302K +2,744 New
EFG
746
Everhart Financial Group
Ohio
$314K +$9.7K +88 +3%
WA
747
WBH Advisory
Maryland
$313K +$298K +2,708 New
HT
748
Heritage Trust
Oklahoma
$312K – – –
OCM
749
One Capital Management
California
$306K +$292K +2,648 New
BFM
750
Boston Financial Management
Massachusetts
$305K – – –