We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FA
701
Fagan Associates
New York
$4.4M +$1.91M +83,770 +77%
HSA
702
HBK Sorce Advisory
Pennsylvania
$4.39M +$283K +12,415 +7%
SAM
703
Silvercrest Asset Management
New York
$4.37M +$166K +7,277 +4%
RMAM
704
Raab & Moskowitz Asset Management
New Jersey
$4.36M -$40.3K -1,769 -0.9%
OAM
705
Optimal Asset Management
California
$4.34M -$3.95M -173,625 -48%
MRCM
706
M&R Capital Management
New Jersey
$4.33M -$58.5K -2,567 -1%
MAFM
707
Mid Atlantic Financial Management
Pennsylvania
$4.31M -$465K -20,415 -10%
BIAS
708
Beacon Investment Advisory Services
New Jersey
$4.3M -$154K -6,777 -3%
BBHC
709
Brown Brothers Harriman & Co
New York
$4.3M -$1.29M -56,493 -23%
CAG
710
Crestwood Advisors Group
Massachusetts
$4.29M -$118K -5,173 -3%
AMIM
711
Aull & Monroe Investment Management
Alabama
$4.29M -$65.1K -2,858 -2%
JPMIA
712
J.P. Marvel Investment Advisors
Massachusetts
$4.25M -$7.86K -345 -0.2%
Koshinski Asset Management
713
Koshinski Asset Management
Illinois
$4.25M +$336K +14,741 +9%
PWSG
714
Pacific Wealth Strategies Group
California
$4.25M +$128K +5,607 +3%
BPA
715
Beacon Pointe Advisors
California
$4.24M +$1.95M +85,424 +85%
BCM
716
BTC Capital Management
Iowa
$4.24M +$309K +13,571 +8%
UBV
717
United Bank (Virginia)
Virginia
$4.23M +$18.4K +807 +0.4%
VWA
718
Visionary Wealth Advisors
Illinois
$4.22M +$384K +16,845 +10%
EWA
719
Exencial Wealth Advisors
Oklahoma
$4.22M +$2.74M +120,299 +186%
NAM
720
NTV Asset Management
West Virginia
$4.22M -$84K -3,689 -2%
IA
721
IFP Advisors
Florida
$4.2M +$687K +30,179 +19%
RBA
722
Richard Bernstein Advisors
New York
$4.18M +$628K +27,554 +18%
EFS
723
Essex Financial Services
Connecticut
$4.17M -$247K -10,835 -6%
CDH
724
Charles D. Hyman
$4.17M +$609K +26,721 +17%
LK
725
Lumbard & Kellner
New Hampshire
$4.17M +$68 +3 +0%