We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Clifford Swan Investment Counsel
1426
Clifford Swan Investment Counsel
California
$1.15M +$8.38K +30 +0.7%
S
1427
Surevest
California
$1.14M +$45.5K +163 +4%
ZIMP
1428
Zimmermann Investment Management & Planning
Pennsylvania
$1.14M +$292K +1,046 +32%
Choreo LLC
1429
Choreo LLC
Illinois
$1.13M -$46.6K -167 -4%
TF
1430
Trek Financial
Arizona
$1.13M -$21.2K -76 -2%
PMG
1431
ProVise Management Group
Florida
$1.13M +$41.9K +150 +4%
9WM
1432
9258 Wealth Management
Ohio
$1.12M +$23.5K +84 +2%
LCM
1433
Leisure Capital Management
California
$1.12M +$6.7K +24 +0.6%
Wedge Capital Management
1434
Wedge Capital Management
North Carolina
$1.12M +$382K +1,367 +48%
MVA
1435
Mount Vernon Associates
Maryland
$1.11M +$1.4K +5 +0.1%
NSEDCP
1436
NJ State Employees Deferred Compensation Plan
New Jersey
$1.11M – – –
PTP
1437
Platform Technology Partners
New York
$1.11M +$13.1K +47 +1%
GJIC
1438
Gamble Jones Investment Counsel
California
$1.11M – – –
PWA
1439
Phoenix Wealth Advisors
North Carolina
$1.1M -$110K -393 -9%
Signature Estate & Investment Advisors
1440
Signature Estate & Investment Advisors
California
$1.1M -$285K -1,021 -20%
RNC Capital Management
1441
RNC Capital Management
California
$1.1M -$126K -450 -10%
PA
1442
PSI Advisors
Florida
$1.1M -$95K -340 -8%
PCMU
1443
Paragon Capital Management (Utah)
Utah
$1.1M -$975K -3,491 -46%
BFG
1444
Barber Financial Group
Kansas
$1.1M +$11.2K +40 +1%
Magnetar Financial
1445
Magnetar Financial
Illinois
$1.1M +$1.15M +4,131 New
AFG
1446
Allegheny Financial Group
Pennsylvania
$1.09M +$75.7K +271 +7%
CFO
1447
CVA Family Office
Colorado
$1.09M -$12.3K -44 -1%
WCWM
1448
Wooster Corthell Wealth Management
Connecticut
$1.09M -$2.23K -8 -0.2%
AWP
1449
Ascent Wealth Partners
New York
$1.09M +$20.9K +75 +2%
UAM
1450
Unison Asset Management
Florida
$1.09M +$1.14M +4,095 New