We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1076
AssetMark Inc
California
$628K +$76.6K +812 +13%
MAM
1077
Marquette Asset Management
Minnesota
$626K -$37.7K -400 -5%
BLC
1078
Brown, Lisle/Cummings
Rhode Island
$624K +$61.8K +655 +10%
TIM
1079
Tevis Investment Management
Texas
$624K
WPW
1080
Waldron Private Wealth
Pennsylvania
$620K -$51.7K -548 -7%
HCMT
1081
Highland Capital Management (Tennessee)
Tennessee
$620K
MYLI
1082
Meiji Yasuda Life Insurance
Japan
$620K -$228K -2,417 -26%
PI
1083
Pettee Investors
Connecticut
$620K
BST
1084
Bath Savings Trust
Maine
$619K -$97.5K -1,034 -13%
RRA
1085
Round Rock Advisors
Connecticut
$619K
IGWM
1086
ICA Group Wealth Management
Colorado
$616K +$32.8K +348 +5%
HIC
1087
Holderness Investments Company
North Carolina
$616K -$12.9K -137 -2%
ESB
1088
Essex Savings Bank
Connecticut
$614K -$8.58K -91 -1%
PIM
1089
Progressive Investment Management
Oregon
$611K
AFG
1090
ABLE Financial Group
Arizona
$609K +$654K +6,932 New
MC
1091
Martin & Co
Tennessee
$606K -$11.3K -120 -2%
ACS
1092
Archford Capital Strategies
Illinois
$604K +$22.1K +234 +3%
CF
1093
Centaurus Financial
California
$604K +$40.8K +433 +7%
WQ
1094
Wealth Quarterback
New Jersey
$604K +$46.6K +494 +8%
HFAS
1095
Hummer Financial Advisory Services
Illinois
$603K +$5.66K +60 +0.9%
IWA
1096
IVC Wealth Advisors
Pennsylvania
$602K +$24.2K +257 +4%
Jones Financial Companies
1097
Jones Financial Companies
Missouri
$599K -$29.6K -314 -4%
MWM
1098
Massachusetts Wealth Management
Massachusetts
$599K -$11.2K -119 -2%
WI
1099
Wedgewood Investors
Pennsylvania
$597K +$39.4K +418 +7%
MOS
1100
MGO One Seven
Ohio
$594K -$358K -3,797 -36%