We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
776
1834 Investment Advisors
Wisconsin
$701K -$26.7K -640 -4%
CNBT
777
Canandaigua National Bank & Trust
New York
$700K -$7.1K -170 -1%
RGF
778
Retirement Guys Formula
Ohio
$699K -$53.1K -1,270 -8%
CIM
779
CIM Investment Management
Pennsylvania
$696K +$1.25K +30 +0.2%
CW
780
Connectus Wealth
Ohio
$696K +$2.09K +50 +0.3%
SCM
781
Sirios Capital Management
Massachusetts
$691K +$595K +14,250 New
RIL
782
Rothschild Investment LLC
Illinois
$690K +$19.2K +460 +3%
ARMT
783
Amica Retiree Medical Trust
Rhode Island
$686K -$37.6K -900 -6%
Capstone Investment Advisors
784
Capstone Investment Advisors
New York
$685K +$452K +10,820 +327%
NDSI
785
Newman Dignan & Sheerar Inc
Rhode Island
$682K +$418 +10 +0.1%
SIP
786
Stoneridge Investment Partners
Pennsylvania
$664K -$382K -9,150 -40%
Loomis, Sayles & Company
787
Loomis, Sayles & Company
Massachusetts
$660K -$21.3K -510 -4%
IIM
788
Intact Investment Management
Quebec, Canada
$655K
ZCM
789
Ziegler Capital Management
Illinois
$654K
NFSG
790
Newbridge Financial Services Group
Florida
$652K -$7.94K -190 -1%
RFG
791
Range Financial Group
Oregon
$651K +$126K +3,020 +29%
CG
792
Caprock Group
Idaho
$651K +$39.7K +950 +8%
OWA
793
One Wealth Advisors
California
$649K +$228K +5,460 +69%
CT
794
Caldwell Trust
Florida
$638K -$129K -3,090 -19%
GCM
795
Gallacher Capital Management
Colorado
$634K +$66.4K +1,590 +14%
NP
796
NorthRock Partners
Minnesota
$620K +$94.4K +2,260 +21%
SFM
797
Signet Financial Management
New Jersey
$617K -$12.5K -300 -2%
SW
798
SVB Wealth
Massachusetts
$612K -$198K -4,750 -27%
HWAM
799
Hennion & Walsh Asset Management
New Jersey
$611K +$526K +12,600 New
Fisher Asset Management
800
Fisher Asset Management
Washington
$609K +$117K +2,800 +29%