We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
501
Rock Creek Group
District of Columbia
$52K +$49.9K +1,050 New
CIA
502
CSat Investment Advisory
Michigan
$51K +$2.85K +60 +6%
AA
503
Ancora Advisors
Ohio
$50K
BCA
504
Berman Capital Advisors
Georgia
$50K +$4.99K +105 +12%
WT
505
Whittier Trust
California
$49K
CT
506
Caldwell Trust
Florida
$48.4K
GAM
507
Grandview Asset Management
Pennsylvania
$46K +$44.6K +939 New
QCG
508
Quadrant Capital Group
Ohio
$44K +$5.13K +108 +14%
TCWM
509
Total Clarity Wealth Management
Illinois
$44K +$42.7K +900 New
PMFA
510
Plante Moran Financial Advisors
Michigan
$38K
TLCM
511
Twin Lakes Capital Management
California
$37K +$35.6K +750 New
ST
512
Smithfield Trust
Pennsylvania
$35K
MAM
513
Meeder Asset Management
Ohio
$27K +$3.56K +75 +16%
Acadian Asset Management
514
Acadian Asset Management
Massachusetts
$26K -$182K -3,840 -88%
BAM
515
Bellevue Asset Management
Washington
$25K
GLLW
516
Graves Light Lenhart Wealth
Virginia
$24K
GAM
517
Gemmer Asset Management
California
$22K
M1FG
518
Mach-1 Financial Group
Arkansas
$22K +$21.7K +456 New
HWMA
519
Heritage Wealth Management (Arizona)
Arizona
$21K +$19.9K +420 New
TPCW
520
TD Private Client Wealth
New York
$20.6K +$142 +3 +0.7%
CCM
521
Covington Capital Management
California
$20K
PFBT
522
Parkside Financial Bank & Trust
Missouri
$19K +$285 +6 +2%
SGAM
523
Smith Group Asset Management
Texas
$19K +$2.99K +63 +20%
CWM
524
Cranbrook Wealth Management
Michigan
$19K +$18.5K +390 New
ONST
525
Old North State Trust
North Carolina
$18K