We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1426
Annex Advisory Services
Wisconsin
$729K +$155K +4,824 +25%
AB
1427
AT Bancorp
Iowa
$727K +$19.1K +597 +3%
DIA
1428
Dean Investment Associates
Ohio
$723K +$43.3K +1,350 +6%
CCS
1429
Crosspoint Capital Strategies
California
$722K -$539K -16,817 -41%
MIAN
1430
Mariner Independent Advisor Network
Kansas
$722K +$184K +5,731 +31%
CRIG
1431
Charter Research & Investment Group
Connecticut
$721K
CC
1432
Cornerstone Capital
California
$714K -$84.5K -2,635 -10%
NC
1433
NewSquare Capital
Pennsylvania
$712K -$7.41K -231 -1%
PH
1434
Pinnacle Holdings
Oklahoma
$712K +$5.58K +174 +0.7%
GAM
1435
Griffin Asset Management
New York
$711K +$164K +5,121 +27%
CFA
1436
CT Financial Advisors
Pennsylvania
$710K -$8.4K -262 -1%
NGA
1437
Naples Global Advisors
Florida
$709K -$10.1K -316 -1%
PGA
1438
Portland Global Advisors
Maine
$707K +$143K +4,457 +23%
KIG
1439
Kovitz Investment Group
Illinois
$705K -$75.1K -2,343 -9%
WIA
1440
Westbourne Investment Advisors
Maryland
$705K -$5.07K -158 -0.7%
FM
1441
Family Management
New York
$705K +$12.6K +393 +2%
MC
1442
Middleton & Co
Massachusetts
$703K -$109K -3,395 -13%
IC
1443
Intersect Capital
California
$703K -$104K -3,246 -12%
PHAM
1444
Palisades Hudson Asset Management
Florida
$700K
SHCM
1445
Stokes & Hubbell Capital Management
Louisiana
$698K +$751K +23,416 New
CMANY
1446
Capital Management Associates (New York)
New York
$697K -$30.4K -949 -4%
BIAS
1447
Beacon Investment Advisory Services
New Jersey
$695K -$43.6K -1,360 -6%
MC
1448
Mathes Company
New York
$695K +$32.1K +1,001 +4%
BFPW
1449
BOK Financial Private Wealth
Colorado
$695K +$101K +3,162 +16%
SIA
1450
SeaBridge Investment Advisors
New Jersey
$694K