We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CB
601
Chemical Bank
Michigan
$888K -$146K -1,798 -14%
CAG
602
Csenge Advisory Group
Florida
$887K +$175K +2,159 +25%
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$884K +$2.83K +35 +0.3%
ECM
604
Everence Capital Management
Indiana
$881K
MAM
605
Meeder Asset Management
Ohio
$881K +$58.6K +724 +7%
MPPLM
606
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$879K +$5.83K +72 +0.7%
CSIC
607
Clifford Swan Investment Counsel
California
$876K +$4.86K +60 +0.6%
KA
608
Kintegral Advisory
New York
$871K
BFIM
609
Beese Fulmer Investment Management
Ohio
$869K
EAM
610
Eventide Asset Management
Massachusetts
$866K -$1.11M -13,700 -57%
WAM
611
Wealthspire Advisors (Maryland)
Maryland
$839K +$166K +2,054 +26%
SS
612
Simplicity Solutions
Minnesota
$837K +$334K +4,123 +70%
CBFP
613
Cedar Brook Financial Partners
Ohio
$831K -$11K -136 -1%
IFWM
614
Institute for Wealth Management
Colorado
$830K -$1.38K -17 -0.2%
ZCA
615
Zeke Capital Advisors
Pennsylvania
$827K
ACM
616
AlphaCrest Capital Management
New York
$823K -$104K -1,279 -11%
IB
617
Intrust Bank
Kansas
$809K -$79.8K -986 -9%
MWA
618
Meridian Wealth Advisors
Texas
$803K +$13.6K +168 +2%
GT
619
Glenview Trust
Kentucky
$800K +$30.9K +382 +4%
PNC
620
Park National Corp
Ohio
$792K -$18.2K -225 -2%
SC
621
Searle & Co
Connecticut
$787K
SFI
622
SPC Financial Inc
Maryland
$779K -$4.53K -56 -0.6%
GBT
623
Grove Bank & Trust
Florida
$778K +$10K +124 +1%
AWM
624
Avior Wealth Management
Nebraska
$773K
TAIM
625
TD Ameritrade Investment Management
Nebraska
$772K +$143K +1,768 +24%