We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
Simplicity Solutions
1001
Simplicity Solutions
Minnesota
$2.91M +$396K +1,332 +12%
DRD
1002
Dennis R. Delaney
$2.9M -$263K -886 -7%
HighPoint Advisor Group
1003
HighPoint Advisor Group
Illinois
$2.88M -$803K -2,701 -20%
Cerity Partners
1004
Cerity Partners
New York
$2.87M +$61.2K +206 +2%
GC
1005
GFG Capital
Florida
$2.87M +$198K +665 +6%
YWP
1006
YorkBridge Wealth Partners
New York
$2.87M -$232K -780 -6%
AAMA
1007
Advanced Asset Management Advisors
Ohio
$2.85M – – –
FCM
1008
Fairbanks Capital Management
California
$2.84M +$2.38M +7,991 +212%
PNAA
1009
Pictet North America Advisors
Switzerland
$2.83M +$70.5K +237 +2%
Stonehage Fleming Financial Services
1010
Stonehage Fleming Financial Services
Jersey
$2.83M -$662K -2,227 -16%
Soros Fund Management
1011
Soros Fund Management
New York
$2.82M -$1.9M -6,400 -35%
AWM
1012
Altium Wealth Management
New York
$2.81M +$366K +1,231 +12%
ACM
1013
AlphaCrest Capital Management
New York
$2.8M -$2.31M -7,769 -40%
1C
1014
1623 Capital
Virginia
$2.8M +$1.31M +4,417 +62%
IAN
1015
Integrated Advisors Network
Texas
$2.76M -$290K -976 -8%
LIM
1016
Leavell Investment Management
Alabama
$2.76M +$24.7K +83 +0.7%
GIA
1017
GHP Investment Advisors
Colorado
$2.75M +$507K +1,704 +18%
SCP
1018
Stamos Capital Partners
California
$2.74M +$1.37M +4,618 +69%
Geneos Wealth Management
1019
Geneos Wealth Management
Colorado
$2.72M +$871K +2,928 +36%
CIC
1020
Chase Investment Counsel
Virginia
$2.72M -$1.72M -5,776 -34%
PJSIMP
1021
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.71M -$96.9K -326 -3%
Northeast Financial Consultants
1022
Northeast Financial Consultants
Connecticut
$2.7M +$1.62M +5,445 +95%
NSIM
1023
North Star Investment Management
Illinois
$2.68M -$45.8K -154 -1%
Saturna Capital
1024
Saturna Capital
Washington
$2.68M +$100K +338 +3%
PMG
1025
ProVise Management Group
Florida
$2.67M -$318K -1,070 -9%