We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1726
Claro Advisors
Massachusetts
$19.1M +$105K +600 +0.6%
LCM
1727
Lazari Capital Management
California
$19M -$63.3K -363 -0.4%
WSFS
1728
Wilmington Savings Fund Society
Delaware
$19M -$33.6M -192,613 -65%
AF
1729
Arrow Financial
New York
$19M -$327K -1,876 -2%
CPIA
1730
Cornell Pochily Investment Advisors
New York
$18.9M +$16.2K +93 +0.1%
PWCM
1731
Processus Wealth & Capital Management
Tennessee
$18.9M -$200K -1,148 -1%
WSA
1732
Warm Springs Advisors
California
$18.9M -$443K -2,542 -2%
RAM
1733
Riggs Asset Management
Pennsylvania
$18.9M +$132K +755 +0.8%
VCA
1734
Verdence Capital Advisors
Maryland
$18.9M +$2.73M +15,656 +19%
NWM
1735
NRI Wealth Management
California
$18.9M +$1.31M +7,494 +8%
PFP
1736
Paragon Financial Partners
California
$18.9M -$34.9K -200 -0.2%
DAM
1737
Doheny Asset Management
California
$18.9M +$17.4K +100 +0.1%
SIMG
1738
Sonora Investment Management Group
Arizona
$18.8M -$820K -4,707 -4%
CIC
1739
Chase Investment Counsel
Virginia
$18.8M -$262K -1,501 -1%
TAM
1740
Tucker Asset Management
Colorado
$18.8M -$440K -2,524 -2%
PCG
1741
PFC Capital Group
California
$18.8M +$28.2K +162 +0.2%
CRI
1742
Colonial River Investments
Virginia
$18.8M -$504K -2,890 -3%
PCM
1743
Polymer Capital Management
New York
$18.8M -$10.8M -61,754 -38%
ANTB
1744
AMG National Trust Bank
Colorado
$18.7M -$340K -1,953 -2%
KWM
1745
Keebeck Wealth Management
Illinois
$18.7M +$396K +2,272 +2%
OBWG
1746
Onyx Bridge Wealth Group
New York
$18.7M +$7.9M +45,339 +83%
NAG
1747
Northstar Advisory Group
New Jersey
$18.7M -$770K -4,416 -4%
HC
1748
Headwater Capital
China
$18.7M +$17.4M +100,000 New
CFSG
1749
Community Financial Services Group
Vermont
$18.7M -$185K -1,060 -1%
SRIM
1750
Saratoga Research & Investment Management
California
$18.6M -$411K -2,356 -2%