We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
576
Caldwell Trust
Florida
$2.9M -$169K -1,334 -5%
NB
577
NBT Bank
New York
$2.89M -$140K -1,111 -4%
GC
578
Grimes & Company
Massachusetts
$2.89M -$51.7K -409 -1%
APSI
579
Asset Planning Services Inc
Louisiana
$2.88M -$22.8K -180 -0.7%
MCM
580
Mattern Capital Management
Colorado
$2.88M +$336K +2,659 +11%
FM
581
Family Management
New York
$2.88M
BAC
582
Boys Arnold & Co
North Carolina
$2.85M -$262K -2,074 -7%
HWM
583
Holloway Wealth Management
Florida
$2.83M
FIM
584
Freedom Investment Management
Connecticut
$2.83M +$164K +1,298 +7%
EWM
585
Evercore Wealth Management
New York
$2.83M -$1.59M -12,610 -32%
Rafferty Asset Management
586
Rafferty Asset Management
New York
$2.82M +$3.36M +26,582 New
AAM
587
AR Asset Management
California
$2.82M +$9.86K +78 +0.3%
MCM
588
MAI Capital Management
Ohio
$2.81M -$108K -854 -3%
FFA
589
Fragasso Financial Advisors
Pennsylvania
$2.79M +$129K +1,017 +4%
MCM
590
Marathon Capital Management
Maryland
$2.78M +$1.41M +11,170 +74%
CI
591
Cigna Investments
Connecticut
$2.77M +$192K +1,517 +6%
SC
592
Searle & Co
Connecticut
$2.77M +$13.3K +105 +0.4%
FM
593
Foster & Motley
Ohio
$2.76M +$169K +1,337 +5%
DWM
594
Dakota Wealth Management
Florida
$2.74M +$1.6M +12,644 +96%
NA
595
NewEdge Advisors
Louisiana
$2.73M -$777K -6,143 -19%
BHWA
596
Beacon Harbor Wealth Advisors
Virginia
$2.72M +$1.16M +9,173 +56%
CCM
597
Cadence Capital Management
Massachusetts
$2.71M +$304K +2,400 +10%
WFMPM
598
Woodley Farra Manion Portfolio Management
Indiana
$2.7M +$39.1K +309 +1%
CIA
599
CSat Investment Advisory
Michigan
$2.69M -$236K -1,865 -7%
CBT
600
Capital Bank & Trust
California
$2.67M -$83.5K -660 -3%