We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
801
Northstar Capital Management
New York
$9.73M -$170K -1,036 -2%
PWM
802
Perigon Wealth Management
California
$9.67M +$89.1K +544 +1%
OCM
803
Oakwood Capital Management
California
$9.66M -$1.31K -8 -0%
PC
804
PointState Capital
New York
$9.64M +$9.1M +55,570 New
PGFC
805
Peapack-Gladstone Financial Corp
New Jersey
$9.63M -$90.1K -550 -1%
DWM
806
Dakota Wealth Management
Florida
$9.61M +$523K +3,194 +6%
CBT
807
Central Bank & Trust
Kentucky
$9.6M -$472K -2,885 -5%
FAAS
808
First Allied Advisory Services
California
$9.54M -$148K -904 -2%
SIRP
809
Shelter Insurance Retirement Plan
Missouri
$9.51M – – –
SFS
810
Strategic Financial Services
New York
$9.5M -$291K -1,779 -3%
WPP
811
Whalerock Point Partners
Rhode Island
$9.45M +$35.2K +215 +0.4%
MC
812
Moors & Cabot
Massachusetts
$9.45M +$1.82M +11,128 +26%
SG
813
Swarthmore Group
Pennsylvania
$9.45M +$8.92M +54,450 New
WB
814
Webster Bank
Connecticut
$9.42M +$202K +1,234 +2%
BAM
815
Bell Asset Management
Australia
$9.4M -$1.11M -6,754 -11%
PJSIMP
816
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.39M -$339K -2,072 -4%
BPCM
817
Beach Point Capital Management
California
$9.39M – – –
PP
818
PDT Partners
New York
$9.39M +$8.86M +54,100 New
PP
819
Professional Planning
California
$9.35M +$62.4K +381 +0.7%
AP
820
Advisor Partners
California
$9.32M +$153K +935 +2%
BBHC
821
Brown Brothers Harriman & Co
New York
$9.32M +$167K +1,019 +2%
AW
822
ACG Wealth
Georgia
$9.29M -$1.5M -9,156 -15%
FMC
823
First Merchants Corp
Indiana
$9.28M -$13.4K -82 -0.2%
BCMO
824
Buckingham Capital Management (Ohio)
Ohio
$9.21M -$251K -1,530 -3%
BG
825
Bahl & Gaynor
Ohio
$9.21M +$3.44M +21,021 +66%
31 32
33
34 35