We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BC
326
Brinker Capital
Pennsylvania
$856K +$63.2K +1,229 +8%
BAM
327
Blueshift Asset Management
New Jersey
$853K +$131K +2,537 +19%
CCM
328
Condor Capital Management
New Jersey
$850K -$14.7K -285 -2%
KMWM
329
Keudell/Morrison Wealth Management
Oregon
$848K -$12.4K -242 -2%
QI
330
Qtron Investments
Massachusetts
$844K +$814K +15,816 New
WSFS
331
Wilmington Savings Fund Society
Delaware
$833K -$7.51K -146 -0.9%
LFAS
332
Level Four Advisory Services
Texas
$832K +$11K +214 +1%
GW
333
GW & Wade
Massachusetts
$828K +$9.88K +192 +1%
PAMG
334
Patton Albertson Miller Group
Tennessee
$820K -$42.1K -819 -5%
FT
335
Fiduciary Trust
Massachusetts
$816K +$412 +8 +0.1%
JIC
336
Johnson Investment Counsel
Ohio
$815K +$514 +10 +0.1%
HAG
337
HighPoint Advisor Group
Illinois
$807K +$12.3M +239,923 +459%
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$783K -$161K -3,120 -18%
Mirae Asset Global Investments
339
Mirae Asset Global Investments
South Korea
$777K -$2.44M -47,369 -77%
BP
340
Ballentine Partners
Massachusetts
$767K +$3.6K +70 +0.5%
WA
341
WealthTrust Axiom
Pennsylvania
$765K +$205K +3,980 +38%
FWP
342
FAS Wealth Partners
Kansas
$763K +$29.1K +565 +4%
RSVP
343
Ramsay Stattman Vela & Price
Colorado
$758K
AF
344
Advisornet Financial
Minnesota
$755K +$33.1K +644 +5%
DIM
345
DC Investments Management
Virginia
$752K -$211K -4,108 -23%
GWM
346
Geneos Wealth Management
Colorado
$750K +$13.8K +268 +2%
IRC
347
Investors Research Corp
Georgia
$748K -$8.23K -160 -1%
LIM
348
Leavell Investment Management
Alabama
$746K +$206 +4 +0%
SGI
349
Summit Global Investments
Utah
$735K +$9.67K +188 +1%
AP
350
Advisor Partners
California
$730K +$124K +2,417 +21%