We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
951
South Street Advisors
New York
$520K – – –
North Star Asset Management
952
North Star Asset Management
Wisconsin
$519K +$928 +3 +0.2%
WAAG
953
Wealth Alliance Advisory Group
Kansas
$519K +$9.89K +32 +2%
BDWM
954
Brewin Dolphin Wealth Management
Ireland
$519K +$10.2K +33 +2%
CA
955
Continuum Advisory
Idaho
$518K +$194K +627 +61%
GW & Wade
956
GW & Wade
Massachusetts
$518K +$502K +1,623 New
BCAM
957
Boston Common Asset Management
Massachusetts
$514K -$59.4K -192 -11%
RMSCM
958
R.M. Sincerbeaux Capital Management
New York
$511K – – –
PG
959
Proffitt & Goodson
Tennessee
$510K -$36.2K -117 -7%
NL
960
NWAM LLC
Washington
$509K +$160K +516 +48%
SFO
961
Stokes Family Office
Louisiana
$508K -$76.1K -246 -13%
WFI
962
West Family Investments
California
$504K -$150K -484 -23%
MCCP
963
Mission Creek Capital Partners
California
$504K -$12.4K -40 -2%
EWM
964
Endurance Wealth Management
Rhode Island
$504K – – –
PCP
965
Proficio Capital Partners
Massachusetts
$499K +$122K +394 +34%
Ontario Teachers' Pension Plan Board
966
Ontario Teachers' Pension Plan Board
Ontario, Canada
$496K -$173K -561 -27%
FPCP
967
Fort Point Capital Partners
California
$496K -$4.64K -15 -1%
STC
968
Sarah T. Connolly
$495K – – –
RVPG
969
Relative Value Partners Group
$493K +$477K +1,543 New
FAIM
970
Financial Advocates Investment Management
Washington
$492K -$20.4K -66 -4%
DMBA
971
Deseret Mutual Benefit Administrators
Utah
$491K -$76.7K -248 -14%
SBIA
972
Sheaff Brock Investment Advisors
Indiana
$489K -$28.1K -91 -6%
Horizon Kinetics Asset Management
973
Horizon Kinetics Asset Management
New York
$489K -$16.4K -53 -3%
LWM
974
Laidlaw Wealth Management
New York
$488K +$83.2K +269 +21%
HWMG
975
Hurlow Wealth Management Group
Indiana
$486K – – –