We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$744K +$72.7K +1,553 +11%
GT
602
Glenview Trust
Kentucky
$731K -$23.4K -500 -3%
TMAM
603
Tokio Marine Asset Management
Japan
$731K +$43.2K +923 +6%
NA
604
NewEdge Advisors
Louisiana
$728K -$117K -2,492 -14%
ANTB
605
AMG National Trust Bank
Colorado
$720K -$8.75K -187 -1%
LP
606
LMR Partners
United Kingdom
$718K
GRQ
607
Gardner Russo & Quinn
Pennsylvania
$715K -$11K -235 -2%
PAWC
608
P.A.W. Capital
Connecticut
$715K +$117K +2,500 +20%
AP
609
Advisor Partners
California
$710K -$276K -5,905 -28%
IFWM
610
Institute for Wealth Management
Colorado
$710K -$139K -2,975 -17%
PWP
611
Principle Wealth Partners
Connecticut
$702K +$690K +14,732 New
ECM
612
Everence Capital Management
Indiana
$697K
BRWA
613
B. Riley Wealth Advisors
Florida
$695K +$11.1K +238 +2%
DWA
614
Douglass Winthrop Advisors
New York
$692K -$82.4K -1,760 -11%
PT
615
Plimoth Trust
Massachusetts
$688K -$125K -2,664 -16%
JWM
616
JGP Wealth Management
Oregon
$688K +$208K +4,437 +41%
SC
617
Sawyer & Company
Massachusetts
$687K -$18.9K -404 -3%
SMC
618
Smith, Moore & Co
Missouri
$682K +$123K +2,629 +22%
CDH
619
Charles D. Hyman
$678K -$9.41K -201 -1%
DT
620
Diversified Trust
Tennessee
$674K -$90.7K -1,937 -12%
AC
621
Addison Capital
Pennsylvania
$670K -$24K -513 -4%
NEI
622
Northwest & Ethical Investments
Ontario, Canada
$665K -$394K -8,414 -38%
AIP
623
Ameritas Investment Partners
Nebraska
$663K -$15.2K -325 -2%
DI
624
Diligent Investors
California
$663K +$33.8K +723 +5%
SRAM
625
Stone Ridge Asset Management
New York
$662K +$440K +9,400 +209%