We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1301
Parsec Financial Management
North Carolina
$714K +$32.6K +613 +5%
AWMG
1302
Alliance Wealth Management Group
New Jersey
$712K
FAM
1303
Fred Alger Management
New York
$710K -$108K -2,023 -14%
LKIM
1304
Lawson Kroeker Investment Management
Nebraska
$704K
DAM
1305
Delta Asset Management
Tennessee
$702K -$6.39K -120 -0.9%
Westfield Capital Management
1306
Westfield Capital Management
Massachusetts
$700K -$418K -7,860 -38%
QSS
1307
Quantitative Systematic Strategies
Florida
$699K -$177K -3,327 -21%
OCM
1308
Osterweis Capital Management
California
$698K +$43.7K +821 +7%
TBA
1309
Train Babcock Advisors
New York
$697K
NED
1310
Nancy E. Dempze
$696K
AAS
1311
Annex Advisory Services
Wisconsin
$696K +$2.4K +45 +0.4%
WA
1312
WFG Advisors
Texas
$691K +$34.9K +656 +6%
BIG
1313
Bellwether Investment Group
Tennessee
$690K +$668K +12,549 New
BBI
1314
Baxter Bros Inc
Connecticut
$689K +$667K +12,536 New
FLPIM
1315
F.L. Putnam Investment Management
Massachusetts
$686K +$41.1K +772 +7%
SFWA
1316
Summit Financial Wealth Advisors
Louisiana
$682K +$227K +4,258 +52%
VC
1317
Vicus Capital
Pennsylvania
$681K +$39.3K +739 +6%
MBT
1318
Montecito Bank & Trust
California
$680K +$46.2K +869 +8%
GCM
1319
Grisanti Capital Management
New York
$673K
PP
1320
Pegasus Partners
Wisconsin
$673K +$84.2K +1,582 +15%
VNA
1321
VNBTrust National Association
Virginia
$672K +$4.15K +78 +0.6%
CAG
1322
Crestwood Advisors Group
Massachusetts
$671K -$11.2K -210 -2%
TIA
1323
Tiemann Investment Advisors
California
$669K +$4.2K +79 +0.7%
WA
1324
Wheatland Advisors
Pennsylvania
$662K -$16K -301 -2%
AIM
1325
Avity Investment Management
Connecticut
$654K -$53.9K -1,012 -8%