We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1076
Dakota Wealth Management
Florida
$7.36M -$113K -204 -2%
LIM
1077
Leavell Investment Management
Alabama
$7.34M -$6.64K -12 -0.1%
GI
1078
GLOBALT Investments
Georgia
$7.34M -$377K -682 -5%
GAAM
1079
Guinness Atkinson Asset Management
California
$7.34M -$571K -1,033 -7%
MCM
1080
McDonough Capital Management
Florida
$7.29M +$228K +413 +3%
SSA
1081
South Street Advisors
New York
$7.24M -$102K -185 -1%
MG
1082
McHugh Group
Ohio
$7.24M
GCM
1083
Gibraltar Capital Management
Oklahoma
$7.23M -$288K -520 -4%
ACM
1084
Ayrshire Capital Management
Connecticut
$7.22M -$1.82M -3,284 -20%
EDRH
1085
Edmond de Rothschild Holding
Switzerland
$7.21M +$178K +322 +3%
EB
1086
Eastern Bank
Massachusetts
$7.21M -$304K -550 -4%
CI
1087
Conning Inc
Connecticut
$7.2M -$37.1K -67 -0.5%
GRP
1088
Global Retirement Partners
California
$7.18M +$7.06M +12,775 New
BAM
1089
Bell Asset Management
Australia
$7.15M -$3.24M -5,851 -32%
RA
1090
RFG Advisory
Alabama
$7.13M +$447K +808 +7%
SW
1091
Simplicity Wealth
New Jersey
$7.11M +$3.67M +6,641 +111%
AF
1092
Aviso Financial
Ontario, Canada
$7.1M +$124K +224 +2%
OIA
1093
OneDigital Investment Advisors
Kansas
$7.06M +$232K +419 +3%
DA
1094
Denali Advisors
California
$7.05M -$80.7K -146 -1%
RHIG
1095
R.H. Investment Group
Arizona
$7.04M
TCOT
1096
Trust Company of Toledo
Ohio
$7.03M +$180K +325 +3%
IAS
1097
Insigneo Advisory Services
Florida
$7.02M +$573K +1,037 +9%
CWM
1098
CMH Wealth Management
New Hampshire
$7M -$1.57M -2,844 -19%
PNAA
1099
Pictet North America Advisors
Switzerland
$6.99M -$807K -1,459 -10%
BDL
1100
Bey-Douglas LLC
Georgia
$6.97M +$1.97M +3,562 +40%