We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
126
Keystone Financial Planning
Ohio
$6.81M +$107K +2,085 +2%
CFSG
127
Community Financial Services Group
Vermont
$6.56M +$134K +2,603 +2%
CSM
128
CAMG Solamere Management
North Carolina
$6.37M -$448K -8,702 -7%
HC
129
Hourglass Capital
Texas
$6M -$490K -9,528 -8%
TTWM
130
TCV Trust & Wealth Management
Virginia
$5.95M +$61.3K +1,192 +1%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$5.91M +$834K +16,209 +17%
AAM
132
Advisors Asset Management
Colorado
$5.88M -$500K -9,729 -8%
William Blair & Company
133
William Blair & Company
Illinois
$5.87M -$645K -12,545 -10%
Neuberger Berman Group
134
Neuberger Berman Group
New York
$5.83M -$230K -4,473 -4%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$5.77M -$228K -4,430 -4%
FIM
136
Foresters Investment Management
New York
$5.6M
CCP
137
Clifford Capital Partners
Utah
$5.52M +$18.3K +356 +0.3%
US Bancorp
138
US Bancorp
Minnesota
$5.49M +$54.7K +1,063 +1%
DS
139
DRW Securities
Illinois
$5.37M +$5.18M +100,672 New
FWCM
140
Ferguson Wellman Capital Management
Oregon
$5.34M +$178K +3,456 +4%
JFL
141
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.29M -$400K -7,772 -7%
HAI
142
Hennessy Advisors Inc
California
$5.2M -$136K -2,640 -3%
CA
143
Commerzbank Aktiengesellschaft
Germany
$5.18M
HWM
144
Holloway Wealth Management
Florida
$5.15M
Creative Planning
145
Creative Planning
Kansas
$5.14M -$707K -13,736 -12%
MCP
146
Martin Capital Partners
Oregon
$5.04M +$108K +2,091 +2%
Pacer Advisors
147
Pacer Advisors
Pennsylvania
$5M +$226K +4,400 +5%
CRA
148
Circle Road Advisors
New York
$4.95M +$2.59M +50,321 +119%
FTC
149
Farmers Trust Company
Ohio
$4.91M +$54.1K +1,052 +1%
WFMPM
150
Woodley Farra Manion Portfolio Management
Indiana
$4.57M -$29.7K -578 -0.7%