We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Mission Wealth Management
1151
Mission Wealth Management
California
$1.17M +$39K +275 +4%
RCA
1152
Resonant Capital Advisors
Wisconsin
$1.17M +$72.5K +511 +7%
BPB
1153
Badgley, Phelps & Bell
Washington
$1.16M +$77.8K +548 +7%
SJIM
1154
St. Johns Investment Management
Florida
$1.16M -$34.5K -243 -3%
LBC
1155
Lawrence B. Cohen
$1.16M -$103K -729 -8%
Duff & Phelps Investment Management
1156
Duff & Phelps Investment Management
Illinois
$1.16M -$16.9K -119 -1%
WEC
1157
Winslow Evans & Crocker
Massachusetts
$1.15M +$859K +6,052 +143%
PCM
1158
Perkins Capital Management
Minnesota
$1.15M +$119K +837 +12%
EWM
1159
Evermay Wealth Management
Virginia
$1.14M -$27.5K -194 -2%
GAMCO Investors
1160
GAMCO Investors
Connecticut
$1.14M +$16.9K +119 +2%
Aspiriant LLC
1161
Aspiriant LLC
California
$1.14M +$9.37K +66 +0.9%
EFS
1162
Essex Financial Services
Connecticut
$1.14M +$101K +712 +10%
LTI
1163
Laffer Tengler Investments
Tennessee
$1.13M -$16.5K -116 -1%
SA
1164
Strategic Advisors
New York
$1.13M -$76.4K -538 -6%
KWM
1165
Keebeck Wealth Management
Illinois
$1.13M -$29.1K -205 -3%
BWM
1166
Buckley Wealth Management
Nevada
$1.13M -$3.69K -26 -0.3%
RI
1167
Ridgewood Investments
New Jersey
$1.13M – – –
Rafferty Asset Management
1168
Rafferty Asset Management
New York
$1.13M +$240K +1,690 +28%
EM
1169
Excalibur Management
Massachusetts
$1.13M -$80.6K -568 -7%
RMAM
1170
Raab & Moskowitz Asset Management
New Jersey
$1.13M -$44.3K -312 -4%
HFAS
1171
Hummer Financial Advisory Services
Illinois
$1.13M -$34.1K -240 -3%
BEAM
1172
Baker Ellis Asset Management
Washington
$1.12M -$475K -3,349 -30%
FTDI
1173
First Trust Direct Indexing
Massachusetts
$1.12M +$1.09M +7,656 New
NCM
1174
Neumann Capital Management
California
$1.12M – – –
BOTW
1175
Bank of the West
California
$1.11M -$59.2K -417 -5%