We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
901
Jackson Wealth Management
Florida
$4.25M +$12.3K +154 +0.3%
T
902
TOBAM
France
$4.25M +$3.74M +46,957 +553%
CCG
903
Cypress Capital Group
Florida
$4.23M +$302K +3,792 +7%
BFO
904
Boston Family Office
Massachusetts
$4.23M +$27.1K +340 +0.6%
GT
905
Greenleaf Trust
Michigan
$4.22M -$128K -1,602 -3%
SCA
906
Snowden Capital Advisors
New York
$4.21M -$1.75M -21,994 -29%
CT
907
Caldwell Trust
Florida
$4.18M -$5.02K -63 -0.1%
HT
908
Heritage Trust
Oklahoma
$4.18M -$249K -3,129 -5%
JAFL
909
Jay A. Fishman Ltd
Michigan
$4.18M -$193K -2,419 -4%
NDSI
910
Newman Dignan & Sheerar Inc
Rhode Island
$4.15M +$101K +1,270 +2%
AT
911
Arden Trust
Delaware
$4.13M -$755K -9,481 -15%
IAA
912
Independent Advisor Alliance
North Carolina
$4.12M +$42.7K +536 +1%
ACM
913
Ashford Capital Management
Delaware
$4.12M +$3.89M +48,900 +1,019%
IMOV
914
Investment Management of Virginia
Virginia
$4.1M +$31.1K +390 +0.7%
KCM
915
Kempner Capital Management
Texas
$4.09M +$1.07M +13,478 +34%
WANY
916
Wealthspire Advisors (New York)
New York
$4.08M +$402K +5,048 +10%
JWCA
917
J.W. Cole Advisors
Florida
$4.06M +$417K +5,232 +11%
CAM
918
Cypress Asset Management
Texas
$4.06M -$137K -1,716 -3%
IIM
919
Ipswich Investment Management
Massachusetts
$4.06M -$15.9K -200 -0.4%
IWC
920
Integrated Wealth Concepts
Massachusetts
$4.05M +$221K +2,771 +6%
NPT
921
Nixon Peabody Trust
Massachusetts
$4.04M +$1.79M +22,488 +74%
FSA
922
Fort Sheridan Advisors
Illinois
$4.04M -$85.7K -1,076 -2%
RC
923
Roundview Capital
New Jersey
$4.03M +$138K +1,735 +3%
AA
924
ALPS Advisors
Colorado
$4.03M -$23.1M -290,481 -85%
CIC
925
Chilton Investment Company
Connecticut
$4.02M +$1.8M +22,631 +76%