We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1001
Avantax Planning Partners
Iowa
$3.26M +$187K +3,845 +6%
AMG
1002
Advisors Management Group
Wisconsin
$3.26M -$32.5K -667 -1%
PP
1003
Pegasus Partners
Wisconsin
$3.25M +$96.4K +1,982 +3%
MPAM
1004
Murphy Pohlad Asset Management
Minnesota
$3.24M -$173K -3,560 -5%
IBOK
1005
Independence Bank of Kentucky
Kentucky
$3.24M -$10.3K -211 -0.3%
CNAM
1006
Campbell Newman Asset Management
Wisconsin
$3.22M
NERM
1007
New England Research & Management
Illinois
$3.22M +$1.31M +26,900 +65%
BFM
1008
Boston Financial Management
Massachusetts
$3.2M +$200K +4,102 +6%
GAM
1009
Gotham Asset Management
New York
$3.19M -$18.4M -378,148 -85%
HT
1010
HighTower Trust
Texas
$3.19M +$5.84K +120 +0.2%
TSW
1011
Thompson Siegel & Walmsley
Virginia
$3.18M -$1.26M -25,830 -28%
GC
1012
Gratus Capital
Georgia
$3.18M -$6.01M -123,605 -65%
VWM
1013
Valley Wealth Managers
New Jersey
$3.17M +$314K +6,453 +11%
WJA
1014
Williams Jones & Associates
New York
$3.17M -$546K -11,214 -14%
RE
1015
RBC Europe
United Kingdom
$3.17M -$36.3K -746 -1%
SFI
1016
Susquehanna Fundamental Investments
Pennsylvania
$3.17M -$1.77M -36,424 -35%
CIA
1017
Cascade Investment Advisors
Oregon
$3.17M +$68.2K +1,401 +2%
OC
1018
Oarsman Capital
Wisconsin
$3.16M +$16.5K +339 +0.5%
BAM
1019
Boyar Asset Management
New York
$3.15M
IFAM
1020
Institutional & Family Asset Management
Colorado
$3.11M +$18.1K +371 +0.6%
WS
1021
Wedbush Securities
California
$3.11M -$115K -2,370 -3%
FC
1022
Ferris Capital
Massachusetts
$3.11M -$22.5K -463 -0.7%
PRS
1023
Pinkerton Retirement Specialists
Idaho
$3.1M -$13.1K -269 -0.4%
HIM
1024
Harbour Investment Management
Washington
$3.09M -$19.5K -400 -0.6%
GKWIM
1025
Gerber Kawasaki Wealth & Investment Management
California
$3.09M -$18.2K -374 -0.6%