We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
YIA
1151
YHB Investment Advisors
Connecticut
$30.2M -$661K -4,795 -2%
LI
1152
LMCG Investments
Massachusetts
$30.1M -$1.57M -11,416 -5%
SCA
1153
STALEY CAPITAL ADVISERS
Pennsylvania
$30.1M -$1.93K -14 -0%
SGA
1154
Strategic Global Advisors
California
$30M +$2.04M +14,787 +7%
DWM
1155
Diversify Wealth Management
Utah
$30M +$10.7M +77,699 +54%
OAM
1156
Ostrum Asset Management
France
$30M -$235K -1,707 -0.8%
SDH
1157
Sloy Dahl & Holst
Washington
$30M +$1.23M +8,895 +4%
GWM
1158
Geneos Wealth Management
Colorado
$29.9M +$3.97M +28,825 +15%
PIA
1159
Perennial Investment Advisors
California
$29.9M -$14.3K -104 -0%
ATC
1160
Argent Trust Co
Tennessee
$29.9M +$727K +5,274 +2%
BCMO
1161
Buckingham Capital Management (Ohio)
Ohio
$29.5M +$546K +3,959 +2%
BP
1162
Broadleaf Partners
Ohio
$29.4M -$435K -3,157 -1%
KWMG
1163
King Wealth Management Group
Florida
$29.3M +$1.7M +12,347 +6%
RWM
1164
Rench Wealth Management
Texas
$29.3M -$943K -6,845 -3%
SSA
1165
Sierra Summit Advisors
Nevada
$29.2M +$1.53M +11,121 +5%
TGCMU
1166
Titan Global Capital Management USA
New York
$29.2M -$786K -5,705 -3%
WAS
1167
Winch Advisory Services
Wisconsin
$29.2M -$1.58M -11,490 -5%
DI
1168
Dalton Investments
Nevada
$29.1M
PPW
1169
Parcion Private Wealth
Washington
$29.1M -$1.44M -10,415 -5%
FNA
1170
First National Advisers
Nebraska
$29.1M +$791K +5,736 +3%
CB
1171
Cadence Bank
Mississippi
$29.1M -$1.13M -8,195 -4%
SWP
1172
Sagespring Wealth Partners
Tennessee
$29M +$29.8M +216,169 New
DS
1173
DRW Securities
Illinois
$29M +$2.27M +16,503 +8%
NM
1174
NWI Management
New York
$29M +$27.2M +197,000 +1,037%
AF
1175
Apollon Financial
South Carolina
$28.9M +$718K +5,209 +2%