We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1001
Weatherly Asset Management
California
$1.82M -$22.3K -149 -1%
PCA
1002
Providence Capital Advisors
North Carolina
$1.82M +$37.6K +251 +2%
Jones Financial Companies
1003
Jones Financial Companies
Missouri
$1.82M +$131K +875 +8%
BDWM
1004
Brewin Dolphin Wealth Management
Ireland
$1.82M +$35.9K +240 +2%
CWA
1005
Canvas Wealth Advisors
Kansas
$1.82M +$1.65M +10,995 New
SBSB
1006
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.82M +$254K +1,696 +18%
MIC
1007
Meridian Investment Counsel
California
$1.81M
CNFG
1008
Creegan & Nassoura Financial Group
New Hampshire
$1.8M
RC
1009
RegentAtlantic Capital
New Jersey
$1.8M +$342K +2,283 +26%
FFBTD
1010
First Financial Bank - Trust Division
Ohio
$1.79M -$44K -294 -3%
JSL
1011
JT Stratford LLC
Georgia
$1.79M +$1.41M +9,434 +559%
SCM
1012
Schnieders Capital Management
California
$1.78M +$4.34K +29 +0.3%
GC
1013
Grimes & Company
Massachusetts
$1.78M +$112K +748 +7%
VI
1014
Versor Investments
New York
$1.77M +$1.65M +11,016 New
CT
1015
Chicago Trust
Illinois
$1.77M -$341K -2,275 -17%
MJRIC
1016
Mogy Joel R Investment Counsel
California
$1.77M -$65.7K -439 -4%
WTB
1017
Washington Trust Bank
Washington
$1.77M +$150K +1,003 +10%
HI
1018
Hudock Inc
Pennsylvania
$1.77M +$74.2K +496 +5%
CAM
1019
Cresset Asset Management
Illinois
$1.76M -$1.17M -7,804 -42%
LF
1020
Lantz Financial
Illinois
$1.76M +$38K +254 +2%
SCP
1021
Seizert Capital Partners
Michigan
$1.76M +$186K +1,241 +13%
KPWS
1022
Kestra Private Wealth Services
Texas
$1.76M -$53.3K -356 -3%
WDA
1023
Wendell David Associates
New Hampshire
$1.75M +$19.6K +131 +1%
CWM
1024
Circle Wealth Management
New Jersey
$1.75M -$2.2M -14,700 -57%
CRC
1025
Curi RMB Capital
Illinois
$1.75M -$99.5K -665 -6%