We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
751
Baystate Wealth Management
Massachusetts
$129K
BG
752
Bollard Group
Massachusetts
$126K +$1.46K +9 +1%
SAM
753
S.A. Mason
Michigan
$126K +$122K +750 New
QCMC
754
Quantum Capital Management (California)
California
$125K -$1.63K -10 -1%
CI
755
CX Institutional
Indiana
$125K
LGWM
756
Litman Gregory Wealth Management
California
$125K +$6.83K +42 +6%
AWA
757
Artemis Wealth Advisors
New York
$119K +$115K +705 New
AIC
758
Ameritas Investment Company
Nebraska
$113K -$4.55K -28 -4%
JFGIW
759
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K -$7.31K -45 -6%
WPA
760
West Paces Advisors
Georgia
$109K
EI
761
Ellevest Inc
New York
$108K +$63.2K +389 +153%
RFM
762
Royal Fund Management
Florida
$104K -$2.55M -15,704 -96%
BB
763
Busey Bank
Illinois
$103K +$99.5K +612 New
FMII
764
Farmers & Merchants Investments Inc
Nebraska
$101K -$18.7K -115 -16%
JAM
765
JCIC Asset Management
Ontario, Canada
$101K
TCCM
766
Timber Creek Capital Management
Massachusetts
$101K
TF
767
Tompkins Financial
New York
$96K +$92.6K +570 New
BAM
768
Bellevue Asset Management
Washington
$95K +$92.1K +567 New
GRP
769
Global Retirement Partners
California
$92K +$10.6K +65 +14%
TI
770
tru Independence
Oregon
$91K +$116K +712 New
ZB
771
Zions Bancorporation
Utah
$88K -$325 -2 -0.4%
CHC
772
City Holding Co
West Virginia
$87K
TIM
773
Tortoise Investment Management
New York
$81K
THWM
774
Taylor Hoffman Wealth Management
Virginia
$80K
AF
775
Allworth Financial
California
$78K -$4.06K -25 -5%