We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
901
Bayesian Capital Management
New York
$513K +$520K +12,906 New
WDA
902
Wendell David Associates
New Hampshire
$512K -$6.05K -150 -1%
MBTD
903
Mechanics Bank - Trust Department
California
$508K -$49.2K -1,220 -9%
TSWM
904
Triangle Securities Wealth Management
North Carolina
$508K +$93.1K +2,310 +22%
TAM
905
Tradition Asset Management
Virginia
$508K +$516K +12,791 New
ESB
906
Essex Savings Bank
Connecticut
$506K +$267K +6,619 +108%
EMG
907
Ellington Management Group
Connecticut
$505K +$512K +12,700 New
APA
908
American Portfolios Advisors
New York
$503K +$54.8K +1,359 +12%
JIM
909
Jupiter Investment Management
United Kingdom
$501K +$509K +12,629 New
GJIC
910
Gamble Jones Investment Counsel
California
$500K -$261K -6,461 -34%
HCMNY
911
Howard Capital Management (New York)
New York
$499K -$30.2K -750 -6%
SCM
912
SOL Capital Management
Maryland
$499K +$63.7K +1,581 +14%
BHWM
913
Bar Harbor Wealth Management
New Hampshire
$495K +$21.2K +525 +4%
DBIA
914
Dumont & Blake Investment Advisors
New Jersey
$492K -$5K -124 -1%
WA1
915
Wimmer Associates 1
California
$492K +$21.5K +532 +4%
CPA
916
Court Place Advisors
Maryland
$492K +$84.6K +2,097 +20%
CWM
917
Calamos Wealth Management
Illinois
$487K -$45.5K -1,129 -8%
MCM
918
Manchester Capital Management
Vermont
$482K
MIC
919
Meridian Investment Counsel
California
$474K +$50.9K +1,262 +12%
Rockefeller Capital Management
920
Rockefeller Capital Management
New York
$473K -$411K -10,201 -46%
RIM
921
Rampart Investment Management
Connecticut
$473K -$23.6K -586 -5%
HSA
922
HBK Sorce Advisory
Pennsylvania
$468K -$4.11K -102 -0.9%
YIA
923
YHB Investment Advisors
Connecticut
$467K -$1.23M -30,413 -72%
BAM
924
Belpointe Asset Management
Nevada
$458K -$23.9K -593 -5%
SMC
925
Smith, Moore & Co
Missouri
$458K +$8.11K +201 +2%