We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
2126
Robertson Stephens Wealth Management
California
$296K +$40.3K +1,185 +14%
PCP
2127
Proficio Capital Partners
Massachusetts
$295K -$109K -3,207 -25%
CC
2128
Cipher Capital
New York
$295K +$323K +9,509 New
FP
2129
Fiduciary Planning
Florida
$294K -$86.1K -2,533 -24%
BCP
2130
Blue Chip Partners
Michigan
$294K -$4.69K -138 -1%
CW
2131
Cabot-Wellington
Massachusetts
$294K – – –
BIA
2132
BHK Investment Advisors
Alabama
$294K +$48.3K +1,421 +18%
ARM
2133
Adirondack Research & Management
New York
$293K -$340 -10 -0.1%
AFAS
2134
Acorn Financial Advisory Services
Virginia
$293K +$36.2K +1,067 +13%
PIA
2135
Perennial Investment Advisors
California
$292K +$320K +9,419 New
LCAM
2136
London & Capital Asset Management
United Kingdom
$291K -$46.4K -1,367 -13%
SWM
2137
Selective Wealth Management
Virginia
$291K +$193K +5,691 +155%
BOS
2138
Bank of Stockton
California
$291K +$319K +9,402 New
SB
2139
Sunflower Bank
Texas
$290K +$318K +9,354 New
GFPC
2140
Global Financial Private Client
Florida
$290K -$3.36K -99 -1%
BA
2141
Ballast Advisors
Minnesota
$288K -$9.38K -276 -3%
AIM
2142
Acropolis Investment Management
Missouri
$288K +$68 +2 +0%
WPC
2143
White Pine Capital
Minnesota
$288K +$7.13K +210 +2%
AIFAIM
2144
American Institute for Advanced Investment Management
Arizona
$287K +$10.7K +316 +4%
BMCM
2145
Bryn Mawr Capital Management
Pennsylvania
$285K -$131K -3,863 -30%
HPWM
2146
Highland Private Wealth Management
Washington
$285K +$1.83K +54 +0.6%
EWF
2147
Epstein & White Financial
California
$284K -$329K -9,672 -52%
MS
2148
Maven Securities
Jersey
$284K -$172K -5,054 -35%
BIM
2149
Barton Investment Management
Pennsylvania
$284K – – –
RHP
2150
Royal Harbor Partners
Texas
$284K – – –