We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1251
Windward Capital Management
California
$2.32M -$906 -11 -0%
EW
1252
Evoke Wealth
California
$2.32M +$133K +1,609 +6%
PFA
1253
Pathway Financial Advisers
Indiana
$2.31M +$279K +3,388 +14%
MWM
1254
Mission Wealth Management
California
$2.3M -$237K -2,872 -9%
HI
1255
Harbour Investments
Wisconsin
$2.3M +$860K +10,442 +62%
MBT
1256
Montecito Bank & Trust
California
$2.29M +$2.25M +27,329 New
BCA
1257
Bay Colony Advisors
Massachusetts
$2.29M -$142K -1,726 -6%
MTC
1258
Matrix Trust Company
Colorado
$2.29M +$814K +9,885 +57%
LJAC
1259
L.J. Altfest & Co
New York
$2.29M +$479K +5,815 +27%
C
1260
Certuity
Florida
$2.28M +$720K +8,746 +47%
WAM
1261
Wolverine Asset Management
Illinois
$2.28M -$1.16M -14,068 -34%
KFI
1262
Key Financial Inc
Pennsylvania
$2.27M +$65.2K +791 +3%
TC
1263
TownSquare Capital
Utah
$2.27M -$10.2M -124,069 -82%
WBWA
1264
William B. Walkup & Associates
South Carolina
$2.27M +$5.11K +62 +0.2%
GC
1265
Grimes & Company
Massachusetts
$2.26M +$225K +2,727 +11%
TC
1266
Trust Company
Kansas
$2.26M +$94.8K +1,151 +4%
RWM
1267
Ritholtz Wealth Management
New York
$2.26M +$33.8K +410 +2%
MNBTD
1268
Moody National Bank Trust Division
Texas
$2.25M -$202K -2,448 -8%
IGAM
1269
iA Global Asset Management
Quebec, Canada
$2.24M -$7.69M -93,345 -78%
JAG
1270
Journey Advisory Group
Kentucky
$2.24M -$94K -1,141 -4%
ACM
1271
Ashford Capital Management
Delaware
$2.24M +$685K +8,321 +45%
PPW
1272
Parcion Private Wealth
Washington
$2.23M +$380K +4,613 +21%
CRIG
1273
Charter Research & Investment Group
Connecticut
$2.22M -$607K -7,375 -22%
RMDI
1274
R.M. Davis Inc
Maine
$2.22M -$1.06M -12,850 -33%
HCM
1275
Howard Capital Management
Georgia
$2.22M +$141K +1,712 +7%