We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
701
Laird Norton Wetherby Wealth Management
California
$2.39M +$363K +2,847 +19%
LI
702
Longer Investments
Arkansas
$2.39M +$127K +997 +6%
DSC
703
Duncker Streett & Co
Missouri
$2.38M +$382 +3 +0%
RIM
704
Rampart Investment Management
Connecticut
$2.38M +$1.09M +8,550 +94%
FRA
705
Front Row Advisors
California
$2.37M -$38.6K -303 -2%
PVWM
706
Point View Wealth Management
New Jersey
$2.37M +$8.92K +70 +0.4%
WAM
707
Weatherly Asset Management
California
$2.37M +$4.97K +39 +0.2%
CICI
708
Capital Investment Counsel Inc
North Carolina
$2.35M -$138K -1,082 -6%
CMO
709
Covenant Multifamily Offices
Texas
$2.33M +$39.8K +312 +2%
MIH
710
Meitav Investment House
Israel
$2.31M -$51.8K -406 -2%
SCM
711
Sterneck Capital Management
Missouri
$2.3M -$82.1K -644 -4%
FL
712
Fort LP
Maryland
$2.3M +$559K +4,386 +35%
III
713
Independent Investors Inc
New York
$2.29M -$13.9K -109 -0.6%
WCM
714
Windward Capital Management
California
$2.28M +$234K +1,836 +12%
FIM
715
Freedom Investment Management
Connecticut
$2.28M -$1.4M -10,956 -39%
MWM
716
Modera Wealth Management
New Jersey
$2.27M +$881K +6,913 +70%
WT
717
Washington Trust
Rhode Island
$2.26M -$67.2K -527 -3%
CT
718
Cambridge Trust
Massachusetts
$2.26M -$60.8K -477 -3%
FCH
719
Freestone Capital Holdings
Washington
$2.25M -$304K -2,382 -12%
IR
720
IAT Reinsurance
New York
$2.24M
IA
721
IFG Advisory
Georgia
$2.24M -$5.1K -40 -0.2%
BFO
722
Biltmore Family Office
North Carolina
$2.23M +$26.6K +209 +1%
PIM
723
Penobscot Investment Management
Massachusetts
$2.23M +$62.7K +492 +3%
HI
724
Hudock Inc
Pennsylvania
$2.22M +$472K +3,706 +29%
CG
725
Caprock Group
Idaho
$2.22M +$101K +795 +5%