We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
851
Congress Park Capital
New York
$236K -$16.5K -200 -7%
NIT
852
NumerixS Investment Technologies
British Columbia, Canada
$236K +$222K +2,700 New
NAS
853
Nicolet Advisory Services
Wisconsin
$235K -$21.3K -259 -9%
AssetMark Inc
854
AssetMark Inc
California
$235K +$24.8K +301 +13%
Cohen & Steers
855
Cohen & Steers
New York
$234K
WI
856
Wintrust Investments
Illinois
$234K +$82 +1 +0%
BWM
857
BigSur Wealth Management
Florida
$231K
SIM
858
Sonora Investment Management
Arizona
$230K -$57.8K -702 -21%
AIM
859
Alhambra Investment Management
Florida
$230K
KCM
860
Kornitzer Capital Management
Kansas
$230K
WEC
861
Winslow Evans & Crocker
Massachusetts
$228K
AG
862
Appleton Group
Wisconsin
$226K
DWT
863
Dorsey & Whitney Trust
South Dakota
$225K +$216K +2,626 New
SC
864
Slow Capital
California
$224K +$210K +2,556 New
WA
865
Wealth Alliance
New York
$224K +$210K +2,556 New
SC
866
Steph & Co
Wisconsin
$223K
BGC
867
Beutel, Goodman & Co
Ontario, Canada
$221K
PPP
868
Private Portfolio Partners
New Jersey
$220K -$33.3K -405 -14%
WT
869
Washington Trust
Rhode Island
$220K +$98.6K +1,198 +90%
BOM
870
Bank of Marin
California
$219K +$206K +2,500 New
VFA
871
Valeo Financial Advisors
Indiana
$218K +$11.7K +142 +6%
MIC
872
Means Investment Company
Maine
$218K +$176K +2,135 New
WDL
873
Well Done LLC
Michigan
$218K +$205K +2,492 New
SIM
874
Stratos Investment Management
Ohio
$218K +$205K +2,496 New
CFFP
875
Center for Financial Planning
Michigan
$217K