We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1776
Accurate Wealth Management
Florida
$400K +$32.7K +266 +9%
TBC
1777
Ted Buchan & Co
California
$399K +$17.2K +140 +4%
PFM
1778
Parsec Financial Management
North Carolina
$398K
BWM
1779
Baystate Wealth Management
Massachusetts
$398K +$1.6K +13 +0.4%
QIM
1780
Quantitative Investment Management
Virginia
$398K +$399K +3,248 New
OCM
1781
Orion Capital Management
California
$396K -$98.3K -800 -20%
EAM
1782
Eagle Asset Management
Florida
$395K +$397K +3,226 New
FM
1783
Family Management
New York
$395K -$53K -431 -12%
EWM
1784
EPG Wealth Management
Georgia
$394K +$157K +1,281 +66%
LA
1785
Lynch & Associates
Indiana
$392K
GIM
1786
Groesbeck Investment Management
New Jersey
$392K
PIA
1787
Perennial Investment Advisors
California
$391K +$129K +1,049 +49%
CCA
1788
Conestoga Capital Advisors
Pennsylvania
$390K -$7.38K -60 -2%
Parnassus Investments
1789
Parnassus Investments
California
$390K +$391K +3,177 New
SC
1790
Sonen Capital
California
$389K -$223K -1,815 -36%
SCA
1791
STALEY CAPITAL ADVISERS
Pennsylvania
$387K
ACH
1792
ArrowMark Colorado Holdings
Colorado
$387K -$144K -1,172 -27%
JCM
1793
Jacobi Capital Management
Pennsylvania
$385K +$7.62K +62 +2%
BCPWM
1794
Bradley & Co Private Wealth Management
Florida
$384K -$2.9M -23,590 -88%
BCG
1795
Breakwater Capital Group
New Jersey
$383K +$28.8K +234 +8%
PWMG
1796
Prestige Wealth Management Group
New Jersey
$383K -$573K -4,658 -60%
JSW
1797
Journey Strategic Wealth
New Jersey
$382K +$74.4K +605 +24%
LCGC
1798
Legacy Capital Group California
California
$382K +$383K +3,113 New
JFA
1799
JNBA Financial Advisors
Minnesota
$381K -$15.2K -124 -4%
MC
1800
Merlin Capital
Rhode Island
$379K -$14.8K -120 -4%