We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1376
Aureus Asset Management
Massachusetts
$588K
WPW
1377
Waldron Private Wealth
Pennsylvania
$585K +$23.3K +93 +4%
PIM
1378
Perpetual Investment Management
Australia
$584K
WC
1379
Weil Company
California
$581K
OIS
1380
Okabena Investment Services
Minnesota
$579K
BCA
1381
Bay Colony Advisors
Massachusetts
$579K +$21.3K +85 +3%
GAG
1382
GM Advisory Group
New York
$578K +$27.3K +109 +5%
SFSG
1383
Sound Financial Strategies Group
Mississippi
$575K -$3.76K -15 -0.6%
FNBSF
1384
First National Bank Sioux Falls
South Dakota
$574K +$2.5K +10 +0.4%
MIM
1385
Marco Investment Management
Georgia
$573K -$342K -1,364 -35%
VCAM
1386
Van Cleef Asset Management
Ohio
$572K
MC
1387
Machina Capital
France
$572K +$626K +2,500 New
WA
1388
Wealth Architects
California
$571K +$7.51K +30 +1%
TWM
1389
Titus Wealth Management
California
$567K -$12.5K -50 -2%
FIB
1390
First Interstate Bank
Montana
$567K
EWM
1391
Evermay Wealth Management
Virginia
$559K -$639K -2,550 -51%
KOC
1392
Koss-Olinger Consulting
Florida
$558K +$1.5K +6 +0.2%
UBV
1393
United Bank (Virginia)
Virginia
$558K +$18.8K +75 +3%
FHA
1394
Flagship Harbor Advisors
Massachusetts
$556K
IWA
1395
IVC Wealth Advisors
Pennsylvania
$555K -$101K -405 -14%
IAS
1396
Investment Advisory Services
Texas
$555K
APC
1397
Aspire Private Capital
North Carolina
$550K -$3.76K -15 -0.6%
OIA
1398
Optimum Investment Advisors
Illinois
$550K
Members Trust
1399
Members Trust
Florida
$550K +$25.1K +100 +4%
WTB
1400
Washington Trust Bank
Washington
$549K -$34.6K -138 -5%