We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
701
Choate Investment Advisors
Massachusetts
$10.3M +$41.4K +409 +0.6%
MK
702
MASTERINVEST Kapitalanlage
$10.2M +$2.73M +27,008 +59%
MWM
703
Modera Wealth Management
New Jersey
$10.1M +$33.6K +332 +0.5%
MOS
704
MGO One Seven
Ohio
$10.1M +$1.38M +13,670 +23%
EI
705
EFG International
$10.1M -$3.42M -33,825 -32%
MCM
706
Monarch Capital Management
Indiana
$10.1M -$1.45M -14,365 -17%
FMI
707
Frec Markets Inc
California
$10.1M +$2.03M +20,069 +39%
FGP
708
Freestone Grove Partners
California
$9.95M +$7.2M +71,232 New
TFA
709
Toth Financial Advisory
Virginia
$9.94M -$117K -1,160 -2%
TWC
710
The Woodbridge Company
Ontario, Canada
$9.93M
WBWA
711
William B. Walkup & Associates
South Carolina
$9.92M -$217K -2,144 -3%
MWM
712
Modern Wealth Management
Kansas
$9.91M +$1.37M +13,559 +24%
WSFS
713
Wilmington Savings Fund Society
Delaware
$9.9M -$134K -1,321 -2%
SAM
714
Sompo Asset Management
Japan
$9.86M -$4.62M -45,730 -39%
WBC
715
Westpac Banking Corp
Australia
$9.84M -$988K -9,770 -12%
NB
716
Nicolet Bankshares
Wisconsin
$9.81M -$85.5K -845 -1%
MAS
717
Meeder Advisory Services
Ohio
$9.76M +$1.09M +10,822 +18%
BMCM
718
Bryn Mawr Capital Management
Pennsylvania
$9.72M -$1.29M -12,756 -15%
HIP
719
HUB Investment Partners
Texas
$9.7M -$815K -8,060 -10%
BCM
720
Barrier Capital Management
California
$9.7M -$3.25M -32,127 -32%
HI
721
Harrington Investments
California
$9.69M -$425K -4,205 -6%
MPAM
722
Murphy Pohlad Asset Management
Minnesota
$9.67M -$6.05M -59,875 -46%
KWM
723
Kingsview Wealth Management
Oregon
$9.64M -$855K -8,455 -11%
JF
724
Jericho Financial
Ohio
$9.62M -$3.65M -36,126 -34%
GIA
725
Gladstone Institutional Advisory
Florida
$9.56M +$725K +7,168 +12%