We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1251
Morse Asset Management
Connecticut
$767K -$178K -2,267 -21%
MBT
1252
Montecito Bank & Trust
California
$751K -$70.3K -896 -10%
MCM
1253
Mainstream Capital Management
California
$749K +$665K +8,477 New
PL
1254
Plancorp LLC
Missouri
$749K -$8K -102 -1%
MCC
1255
Malaga Cove Capital
California
$748K +$863 +11 +0.1%
BDFN
1256
Bond & Devick Financial Network
Minnesota
$747K -$52.9K -675 -7%
FPAS
1257
Focus Partners Advisor Solutions
Missouri
$747K +$1.57K +20 +0.2%
NAS
1258
Nicolet Advisory Services
Wisconsin
$746K -$47.6K -607 -6%
EFM
1259
E Fund Management
China
$745K -$443K -5,654 -40%
SAF
1260
Smith Anglin Financial
Texas
$743K +$36.5K +466 +6%
PPW
1261
Presilium Private Wealth
Pennsylvania
$743K +$10.6K +135 +2%
CHJWM
1262
Carlton Hofferkamp & Jenks Wealth Management
Texas
$742K -$58.3K -744 -7%
MFP
1263
Meridian Financial Partners
Virginia
$742K +$10.4K +133 +2%
OIA
1264
Optimum Investment Advisors
Illinois
$740K -$21.6K -275 -3%
ZF
1265
Zhang Financial
Michigan
$740K +$656K +8,366 New
LSAG
1266
Lake Street Advisors Group
New Hampshire
$739K -$268K -3,411 -29%
AP
1267
Adero Partners
California
$737K +$15K +191 +2%
TPCW
1268
TD Private Client Wealth
New York
$735K -$213K -2,720 -25%
EM
1269
Excalibur Management
Massachusetts
$734K +$94K +1,199 +17%
HW
1270
Hancock Whitney
Mississippi
$732K -$31.8K -405 -5%
EFSCE
1271
Enterprise Financial Services Corp (EFSC)
Missouri
$732K -$22.6K -288 -3%
TCB
1272
Texas Capital Bancshares
Texas
$731K -$1.25K -16 -0.2%
1WM
1273
1900 Wealth Management
Texas
$729K
MC
1274
Matisse Capital
Oregon
$729K -$80K -1,020 -11%
MWAM
1275
Manhattan West Asset Management
California
$729K