We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NW
826
NewEdge Wealth
Pennsylvania
$593K +$113K +678 +24%
EHAM
827
Eagle Harbor Asset Management
Washington
$590K +$253K +1,511 +74%
CT
828
Caldwell Trust
Florida
$589K – – –
EIM
829
Essex Investment Management
Massachusetts
$588K – – –
SOAM
830
SBI Okasan Asset Management
Japan
$583K – – –
NCM
831
Noesis Capital Mangement
Florida
$583K – – –
FSA
832
Fort Sheridan Advisors
Illinois
$582K – – –
GIA
833
Gateway Investment Advisers
Ohio
$574K -$168K -1,007 -23%
MFS
834
Mirabella Financial Services
United Kingdom
$566K +$568K +3,395 New
OCA
835
OpenArc Corporate Advisory
Georgia
$565K +$73K +437 +15%
PE
836
PCM Encore
Colorado
$564K -$20.7K -124 -4%
PFA
837
Pure Financial Advisors
California
$564K +$304K +1,820 +117%
Capstone Investment Advisors
838
Capstone Investment Advisors
New York
$561K +$563K +3,366 New
AA
839
Armis Advisers
Georgia
$561K +$57.3K +343 +12%
FA
840
Faithward Advisors
Pennsylvania
$558K -$824K -4,927 -60%
LS
841
Livforsakringsbolaget Skandia
Sweden
$555K – – –
SB
842
Strategic Blueprint
Georgia
$554K -$20.2K -121 -4%
BWAM
843
Boyd Watterson Asset Management
Ohio
$554K -$738K -4,413 -57%
KJWM
844
Kiley Juergens Wealth Management
Washington
$550K – – –
DDC
845
DF Dent & Co
Maryland
$549K +$79.6K +476 +17%
FMI
846
Frec Markets Inc
California
$549K +$171K +1,022 +45%
WFPG
847
Waller Financial Planning Group
Ohio
$548K +$3.01K +18 +0.6%
PCM
848
Permanent Capital Management
Illinois
$542K – – –
KBFS
849
Kohmann Bosshard Financial Services
Ohio
$541K – – –
PAM
850
Parvin Asset Management
South Dakota
$538K – – –