We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
726
Evanson Asset Management
California
$368K
JCM
727
J2 Capital Management
Michigan
$364K -$86.5K -1,743 -22%
PP
728
Patron Partners
Texas
$364K
CPA
729
Court Place Advisors
Maryland
$361K -$49.6K -1,000 -14%
SAM
730
SignalPoint Asset Management
Missouri
$361K
ECM
731
Evergreen Capital Management
Washington
$361K +$8.34K +168 +3%
ACG
732
Allen Capital Group
Nebraska
$361K +$34.8K +700 +13%
FLPIM
733
F.L. Putnam Investment Management
Massachusetts
$360K +$35.5K +715 +13%
MWPCG
734
Measured Wealth Private Client Group
New Hampshire
$359K -$11.1K -223 -3%
TC
735
Towle & Co
Colorado
$359K +$310K +6,250 New
AIM
736
Anchor Investment Management
South Carolina
$359K
TPWM
737
Twelve Points Wealth Management
Massachusetts
$356K +$308K +6,198 New
MCM
738
MAI Capital Management
Ohio
$356K +$308K +6,207 New
JAG
739
Journey Advisory Group
Kentucky
$352K -$42.9K -864 -12%
MWM
740
Meridian Wealth Management
Kentucky
$351K -$88.4K -1,781 -23%
FWM
741
Frontier Wealth Management
Missouri
$349K +$3.72K +75 +1%
EARNEST Partners
742
EARNEST Partners
Georgia
$346K
PPW
743
Parcion Private Wealth
Washington
$344K
SHA
744
Seneca House Advisors
Virginia
$344K +$298K +6,000 New
BW
745
Basepoint Wealth
Iowa
$338K -$32K -645 -10%
SIC
746
Sigma Investment Counselors
Michigan
$337K
Fiera Capital (Canada)
747
Fiera Capital (Canada)
Quebec, Canada
$337K +$292K +5,875 New
AIA
748
Affinity Investment Advisors
California
$335K +$44.6K +898 +18%
AIP
749
Almanack Investment Partners
Pennsylvania
$334K -$82.1K -1,654 -22%
CL
750
CPWM LLC
Washington
$333K -$1.69K -34 -0.6%