We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2076
Weatherly Asset Management
California
$739K -$3.72K -42 -0.5%
UAML
2077
US Asset Management LLC
Pennsylvania
$739K
MC
2078
Mathes Company
New York
$738K -$10.9K -123 -1%
NJBEST
2079
New Jersey Better Educational Savings Trust
New Jersey
$736K
GWA
2080
Gibson Wealth Advisors
Texas
$734K
CCFM
2081
Clear Creek Financial Management
Washington
$733K +$134K +1,512 +23%
GWA
2082
GGM Wealth Advisors
Maryland
$727K +$177 +2 +0%
SMA
2083
Sage Mountain Advisors
Georgia
$725K +$21.8K +246 +3%
GC
2084
Gratus Capital
Georgia
$724K +$174K +1,959 +33%
GWM
2085
Greenwich Wealth Management
Connecticut
$723K +$77.2K +871 +12%
STAS
2086
Strong Tower Advisory Services
Minnesota
$721K -$18.6K -210 -3%
CAM
2087
Claret Asset Management
Quebec, Canada
$720K +$1.24K +14 +0.2%
SN
2088
Sittner & Nelson
Oregon
$715K +$44.3K +500 +7%
ZAM
2089
Zevin Asset Management
Massachusetts
$714K -$70.9K -800 -9%
Edgewood Management
2090
Edgewood Management
Connecticut
$713K
CG
2091
Corundum Group
Colorado
$713K +$79.8K +900 +13%
FPAS
2092
Focus Partners Advisor Solutions
Missouri
$713K +$265K +2,994 +62%
CFO
2093
CVA Family Office
Colorado
$712K +$25.8K +291 +4%
CAI
2094
Capital Advisors Inc
Oklahoma
$711K -$85.2K -961 -11%
PPG
2095
Peak Planning Group
Colorado
$710K +$691K +7,791 New
AC
2096
ASB Consultores
Florida
$710K -$208K -2,344 -23%
KP
2097
Keel Point
Alabama
$705K +$87.9K +992 +14%
BRA
2098
Bender Robert & Associates
California
$703K
KF
2099
Krilogy Financial
Missouri
$702K -$674K -7,607 -50%
SCFS
2100
S.C. Financial Services
Arizona
$702K +$77K +868 +13%