We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
151
Carnegie Investment Counsel
Ohio
$4.18M +$4.45M +39,348 +2,331%
BPA
152
Beacon Pointe Advisors
California
$4.14M +$3.05M +27,016 +216%
MWM
153
Moran Wealth Management
Florida
$4.13M +$225K +1,992 +5%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$4.07M +$79.5K +703 +2%
PHS
155
Pekin Hardy Strauss
Illinois
$4.06M -$145K -1,284 -3%
EGM
156
Engineers Gate Manager
New York
$4.06M +$4.38M +38,777 New
AP
157
Arlington Partners
Alabama
$4.04M +$3.98M +35,206 +1,049%
BZWA
158
Blue Zone Wealth Advisors
California
$4M +$419K +3,704 +11%
HCM
159
Hillman Capital Management
Maryland
$3.9M -$1.6M -14,196 -28%
FNBT
160
FineMark National Bank & Trust
Florida
$3.83M +$261K +2,308 +7%
SI
161
Stephens Inc
Arkansas
$3.81M +$616K +5,447 +18%
SHA
162
Seneca House Advisors
Virginia
$3.8M -$143K -1,266 -3%
TC
163
TownSquare Capital
Utah
$3.76M -$163K -1,443 -4%
Charles Schwab
164
Charles Schwab
California
$3.75M -$214K -1,890 -5%
DADC
165
D.A. Davidson & Co
Montana
$3.64M +$3.44M +30,464 +713%
CIBC Asset Management
166
CIBC Asset Management
Ontario, Canada
$3.62M +$454K +4,021 +13%
TWM
167
Tanager Wealth Management
United Kingdom
$3.62M +$1.47K +13 +0%
IAM
168
Infusive Asset Management
New York
$3.59M +$425K +3,757 +12%
Creative Planning
169
Creative Planning
Kansas
$3.54M -$3.04M -26,930 -44%
RB
170
Rodgers Brothers
Pennsylvania
$3.49M -$90.4K -800 -2%
MAP
171
Managed Asset Portfolios
Michigan
$3.41M +$31.1K +275 +0.9%
MNA
172
Manning & Napier Advisors
New York
$3.34M -$47.7K -422 -1%
SPIA
173
Steward Partners Investment Advisory
New York
$3.32M +$183K +1,615 +5%
NB
174
Northwest Bancshares
Pennsylvania
$3.26M +$289K +2,557 +9%
BS
175
Banco Santander
Spain
$3.24M -$187K -1,655 -5%