We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
751
Burns Matteson Capital Management
New York
$223K +$205K +1,020 New
Lido Advisors
752
Lido Advisors
California
$223K +$204K +1,017 New
Cohen & Steers
753
Cohen & Steers
New York
$219K -$10K -50 -5%
CYG
754
Clean Yield Group
Vermont
$219K – – –
MAM
755
MMA Asset Management
Pennsylvania
$219K +$201K +1,001 New
Carson Wealth (CWM LLC)
756
Carson Wealth (CWM LLC)
Nebraska
$218K – – –
OCM
757
Orchard Capital Management
Illinois
$216K +$197K +984 New
ITIM
758
Indiana Trust & Investment Management
Indiana
$215K +$197K +980 New
CRC
759
Curi RMB Capital
Illinois
$214K +$196K +975 New
SWM
760
Stockman Wealth Management
Montana
$210K +$193K +960 New
KTM
761
Keeler Thomas Management
Utah
$209K -$401K -1,998 -68%
GIA
762
Gateway Investment Advisers
Ohio
$209K +$191K +953 New
PCA
763
Personal Capital Advisors
California
$208K +$190K +947 New
CCM
764
Coldstream Capital Management
Washington
$206K +$188K +939 New
JWCA
765
J.W. Cole Advisors
Florida
$206K +$189K +941 New
Members Trust
766
Members Trust
Florida
$205K +$188K +937 New
EF
767
Empirical Finance
Pennsylvania
$202K – – –
PP
768
Patten & Patten
Tennessee
$201K +$184K +916 New
SC
769
Sierra Capital
Florida
$201K +$184K +916 New
GWSG
770
GPS Wealth Strategies Group
Colorado
$191K +$175K +872 New
Federated Hermes
771
Federated Hermes
Pennsylvania
$189K -$5.82K -29 -3%
Bank Julius Baer & Co
772
Bank Julius Baer & Co
Switzerland
$179K +$164K +816 New
CAM
773
CenterStar Asset Management
Illinois
$175K – – –
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$166K +$6.22K +31 +4%
AA
775
Ancora Advisors
Ohio
$161K – – –