We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WCF
651
West Coast Financial
California
$3.38M -$41.5K -296 -1%
BFIM
652
Beese Fulmer Investment Management
Ohio
$3.37M +$163K +1,164 +5%
PFM
653
Parsec Financial Management
North Carolina
$3.36M +$310K +2,216 +11%
TCI Wealth Advisors
654
TCI Wealth Advisors
Arizona
$3.34M -$70.6K -504 -2%
PFS
655
Physicians Financial Services
North Carolina
$3.34M +$21.3K +152 +0.7%
Coldstream Capital Management
656
Coldstream Capital Management
Washington
$3.33M +$268K +1,913 +9%
PH
657
Pinnacle Holdings
Oklahoma
$3.32M -$980 -7 -0%
FNFDCM
658
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.3M – – –
CWM
659
Concentric Wealth Management
California
$3.28M +$601K +4,294 +24%
Avantax Planning Partners
660
Avantax Planning Partners
Iowa
$3.28M -$129K -919 -4%
Federated Hermes
661
Federated Hermes
Pennsylvania
$3.27M +$332K +2,368 +12%
Allstate Corporation
662
Allstate Corporation
Illinois
$3.27M +$225K +1,609 +8%
GAM
663
Garrison Asset Management
Arkansas
$3.26M -$7.14K -51 -0.2%
Forvis Mazars Wealth Advisors
664
Forvis Mazars Wealth Advisors
Missouri
$3.24M -$367K -2,623 -11%
HT
665
HighTower Trust
Texas
$3.23M -$51K -364 -2%
Smithfield Trust
666
Smithfield Trust
Pennsylvania
$3.2M -$92.7K -662 -3%
TAM
667
Tealwood Asset Management
Minnesota
$3.2M +$3.04M +21,685 New
B
668
Brightworth
Georgia
$3.2M -$924K -6,598 -23%
Old National Bancorp
669
Old National Bancorp
Indiana
$3.2M -$34.6K -247 -1%
SAM
670
SP Asset Management
California
$3.2M +$24.1K +172 +0.8%
Intact Investment Management
671
Intact Investment Management
Quebec, Canada
$3.19M -$988K -7,056 -25%
HHAA
672
Henry H. Armstrong Associates
Pennsylvania
$3.19M – – –
HR
673
Howe & Rusling
New York
$3.18M -$8.49M -60,592 -74%
CG
674
Cutler Group
California
$3.18M +$2.81M +20,033 +1,288%
FMW
675
Farr Miller & Washington
District of Columbia
$3.17M +$91.2K +651 +3%