We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1276
Cypress Wealth Services
California
$407K +$391K +6,038 New
FC
1277
Fulcrum Capital
Washington
$404K +$389K +6,000 New
JFGIW
1278
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$401K -$307K -4,739 -44%
WA
1279
Wealth Architects
California
$401K -$2.46K -38 -0.6%
TCM
1280
Teza Capital Management
Illinois
$399K +$384K +5,925 New
PCM
1281
Pointe Capital Management
Michigan
$396K -$8.23K -127 -2%
SIA
1282
Starfire Investment Advisers
Michigan
$396K +$380K +5,870 New
IA
1283
IndexIQ Advisors
New York
$394K +$60.9K +940 +19%
HIM
1284
Hermes Investment Management
United Kingdom
$393K – – –
FHA
1285
Flagship Harbor Advisors
Massachusetts
$392K +$28.4K +438 +9%
CCM
1286
Compton Capital Management
Rhode Island
$391K -$6.48K -100 -2%
GWCM
1287
Godshalk Welsh Capital Management
Pennsylvania
$390K – – –
QCG
1288
Quadrant Capital Group
Ohio
$389K -$48.2K -744 -11%
KIA
1289
KCM Investment Advisors
California
$389K -$18.2K -281 -5%
RCAG
1290
Rehmann Capital Advisory Group
Michigan
$387K -$44.6K -689 -11%
VC
1291
Vicus Capital
Pennsylvania
$386K +$36.7K +567 +11%
OCM
1292
One Capital Management
California
$385K -$36.2K -558 -9%
LD
1293
Lipe & Dalton
New York
$385K -$2.59K -40 -0.7%
AssetMark Inc
1294
AssetMark Inc
California
$384K +$160K +2,477 +77%
CCM
1295
Coldstream Capital Management
Washington
$383K -$75.1K -1,159 -17%
BP
1296
Ballentine Partners
Massachusetts
$382K -$174K -2,692 -32%
BIA
1297
Bigelow Investment Advisors
Maine
$382K +$367K +5,668 New
CHAM
1298
Clear Harbor Asset Management
Connecticut
$381K -$168K -2,599 -32%
PAM
1299
Private Asset Management
California
$379K -$23.7K -366 -6%
BSW
1300
Buckingham Strategic Wealth
Missouri
$378K +$19.7K +304 +6%