We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Welch & Forbes
751
Welch & Forbes
Massachusetts
$728K – – –
SCI
752
Silver Coast Investments
United States
$726K -$13.9K -66 -2%
Quantbot Technologies
753
Quantbot Technologies
New York
$723K -$3.75M -17,798 -84%
MIM
754
Morningstar Investment Management
Illinois
$716K -$211K -1,000 -23%
Bartlett & Co Wealth Management
755
Bartlett & Co Wealth Management
Ohio
$715K -$35.6K -169 -4%
ST
756
Somerset Trust
Pennsylvania
$714K +$34K +161 +5%
HHCP
757
Hilton Head Capital Partners
South Carolina
$712K -$422 -2 -0.1%
Parallel Advisors
758
Parallel Advisors
California
$709K +$66.9K +317 +10%
IHT Wealth Management
759
IHT Wealth Management
Illinois
$704K +$394K +1,868 +123%
Forum Financial Management
760
Forum Financial Management
Illinois
$704K -$292K -1,386 -29%
BC
761
BDFS Capital
Delaware
$702K -$77.2K -366 -10%
4WM
762
49 Wealth Management
Texas
$693K +$198K +938 +39%
Evergreen Capital Management
763
Evergreen Capital Management
Washington
$689K +$34.4K +163 +5%
FFS
764
Founders Financial Securities
Maryland
$688K +$27.4K +130 +4%
RC
765
Roundview Capital
New Jersey
$687K -$4.85K -23 -0.7%
I
766
InceptionR
California
$686K -$74.2K -352 -10%
JFGIW
767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$684K -$33.3K -158 -5%
AIM
768
Alhambra Investment Management
Florida
$683K +$21.7K +103 +3%
Coldstream Capital Management
769
Coldstream Capital Management
Washington
$683K +$166K +786 +31%
TFO
770
Tarbox Family Office
California
$683K -$1.05K -5 -0.2%
SGAM
771
Smith Group Asset Management
Texas
$678K +$688K +3,260 New
Boothbay Fund Management
772
Boothbay Fund Management
New York
$670K +$680K +3,225 New
Koshinski Asset Management
773
Koshinski Asset Management
Illinois
$670K -$87.3K -414 -11%
LBC
774
Lowe Brockenbrough & Co
Virginia
$669K -$42.2K -200 -6%
FHA
775
Flagship Harbor Advisors
Massachusetts
$669K +$20K +95 +3%