We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
2326
Baldwin Investment Management
Pennsylvania
$667K -$20.4K -200 -3%
JCIA
2327
Jackson Creek Investment Advisors
Colorado
$666K -$37.9K -371 -6%
GITFIT
2328
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$666K -$235K -2,300 -28%
PPW
2329
Presilium Private Wealth
Pennsylvania
$666K +$613K +6,000 New
TC
2330
Trilogy Capital
California
$664K +$239K +2,334 +64%
SF
2331
Symphony Financial
Texas
$663K +$32.5K +318 +6%
KCFA
2332
Key Client Fiduciary Advisors
New Jersey
$663K +$238K +2,328 +64%
VWM
2333
Venturi Wealth Management
Texas
$662K -$19.3K -189 -3%
BLAM
2334
Bourne Lent Asset Management
New York
$662K
CCM
2335
Cohen Capital Management
California
$662K
SAM
2336
S.A. Mason
Michigan
$660K +$818 +8 +0.1%
KOCAA
2337
Knights of Columbus Asset Advisors
Connecticut
$660K +$129K +1,261 +27%
EWS
2338
Evergreen Wealth Solutions
Pennsylvania
$658K +$16.5K +161 +3%
GPI
2339
General Partner Inc
Pennsylvania
$656K +$605K +5,915 New
LT
2340
Legacy Trust
Michigan
$655K +$604K +5,906 New
SIS
2341
Sound Income Strategies
Florida
$654K +$139K +1,363 +30%
EFM
2342
E Fund Management
China
$654K -$74.6K -730 -11%
LIM
2343
Lathrop Investment Management
Arkansas
$654K -$4.6K -45 -0.8%
BFPW
2344
BOK Financial Private Wealth
Colorado
$654K +$33.5K +328 +6%
SFG
2345
Sovereign Financial Group
Connecticut
$653K +$219K +2,144 +57%
SF
2346
Summit Financial
New Jersey
$652K -$8.69K -85 -1%
CCIA
2347
Cherry Creek Investment Advisors
Colorado
$652K -$5.21K -51 -0.9%
HIGP
2348
Hill Investment Group Partners
Missouri
$651K +$600K +5,871 New
GKWIM
2349
Gerber Kawasaki Wealth & Investment Management
California
$651K +$69.7K +682 +13%
KC
2350
Kenfarb & Co
Kentucky
$644K