We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
851
Dupont Capital Management
Delaware
$10.9M -$2.92M -6,592 -21%
GKIM
852
GW&K Investment Management
Massachusetts
$10.9M +$129K +291 +1%
AWM
853
Avior Wealth Management
Nebraska
$10.8M +$581K +1,310 +6%
SIS
854
Sound Income Strategies
Florida
$10.8M +$1.5M +3,387 +16%
SS
855
Sunbelt Securities
Texas
$10.8M +$524K +1,183 +5%
PWP
856
Principle Wealth Partners
Connecticut
$10.8M +$284K +640 +3%
SW
857
SVB Wealth
Massachusetts
$10.7M -$116K -261 -1%
NIM
858
Northeast Investment Management
Massachusetts
$10.7M +$265K +598 +3%
FGAM
859
Financial Gravity Asset Management
Texas
$10.7M +$43.4K +98 +0.4%
EMAM
860
Encompass More Asset Management
California
$10.6M +$2.44M +5,515 +30%
SAM
861
Scopus Asset Management
New York
$10.6M +$2.88M +6,507 +38%
CWP
862
Cyndeo Wealth Partners
Florida
$10.6M +$131K +296 +1%
NCM
863
Noesis Capital Mangement
Florida
$10.5M +$20.8K +47 +0.2%
JSW
864
Journey Strategic Wealth
New Jersey
$10.5M +$518K +1,169 +5%
VCM
865
Verde Capital Management
Michigan
$10.5M +$224K +505 +2%
JPWM
866
Jamison Private Wealth Management
Georgia
$10.5M +$202K +455 +2%
FM
867
Freemont Management
Switzerland
$10.4M +$6.83M +15,400 +197%
DWM
868
Destination Wealth Management
California
$10.4M -$23.5K -53 -0.2%
CIM
869
Contravisory Investment Management
Massachusetts
$10.4M -$432K -974 -4%
LFAS
870
Level Four Advisory Services
Texas
$10.4M -$2.06M -4,636 -17%
HSA
871
HBK Sorce Advisory
Pennsylvania
$10.4M +$114K +258 +1%
CI Investments Inc
872
CI Investments Inc
Ontario, Canada
$10.4M +$934K +2,108 +10%
PWG
873
Portside Wealth Group
Utah
$10.3M +$1.83M +4,118 +22%
MFG
874
Magnus Financial Group
New York
$10.3M +$70.9K +160 +0.7%
MCG
875
McCollum Christoferson Group
New York
$10.2M -$198K -446 -2%