We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CII
776
Capital International Inc
California
$3.03M -$1.82M -78,000 -38%
WLPWM
777
Walled Lake Planning & Wealth Management
Illinois
$3.03M +$5.71K +245 +0.2%
WAM
778
Wernau Asset Management
Massachusetts
$3.01M -$964K -41,320 -25%
SMFG
779
Sumitomo Mitsui Financial Group
Japan
$3.01M +$265K +11,345 +10%
JIC
780
Johnson Investment Counsel
Ohio
$3.01M -$453K -19,435 -14%
BCWM
781
Bartlett & Co Wealth Management
Ohio
$3M -$415K -17,810 -13%
CWM
782
Centric Wealth Management
Illinois
$2.98M +$355K +15,219 +14%
GPWM
783
Grant Private Wealth Management
California
$2.98M +$2.87M +123,031 New
RIL
784
Rothschild Investment LLC
Illinois
$2.98M -$126K -5,400 -4%
Bessemer Group
785
Bessemer Group
New Jersey
$2.98M -$224K -9,613 -7%
PWM
786
Perigon Wealth Management
California
$2.97M +$99.9K +4,282 +4%
SCP
787
Seizert Capital Partners
Michigan
$2.96M
HH
788
Hilltop Holdings
Texas
$2.95M +$234K +10,013 +9%
SFA
789
Semmax Financial Advisors
North Carolina
$2.95M +$91.3K +3,916 +3%
M
790
MOTCO
Texas
$2.95M -$62.5K -2,682 -2%
JFGIW
791
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.95M +$816K +35,003 +40%
EG
792
Ellerson Group
Maryland
$2.94M -$7.58K -325 -0.3%
BCM
793
Brooktree Capital Management
Michigan
$2.94M +$74.3K +3,184 +3%
NICM
794
Neo Ivy Capital Management
New York
$2.94M +$1.02M +43,542 +56%
HAIM
795
Hunter Associates Investment Management
Pennsylvania
$2.94M -$7.86K -337 -0.3%
AAMU
796
APG Asset Management US
New York
$2.93M
KFP
797
KMG Fiduciary Partners
Ohio
$2.92M +$103K +4,434 +4%
PDM
798
Penn Davis McFarland
Texas
$2.92M +$473K +20,295 +20%
BAM
799
Belpointe Asset Management
Nevada
$2.92M -$229K -9,819 -8%
MCM
800
Monarch Capital Management
Indiana
$2.91M +$101K +4,340 +4%