We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1501
Parkside Financial Bank & Trust
Missouri
$5.8M +$113K +351 +2%
TAM
1502
Trust Asset Management
Texas
$5.79M – – –
JF
1503
Jericho Financial
Ohio
$5.78M +$503K +1,565 +9%
SLI
1504
Sumitomo Life Insurance
Japan
$5.78M +$155K +481 +3%
PA
1505
Profund Advisors
Maryland
$5.77M -$1.15M -3,586 -16%
SAM
1506
SP Asset Management
California
$5.74M -$218K -677 -3%
GM
1507
GeoWealth Management
Illinois
$5.73M +$355K +1,104 +6%
LOIM
1508
Liberty One Investment Management
Illinois
$5.73M +$5.58M +17,342 +1,080%
FNT
1509
First Nebraska Trust
Nebraska
$5.72M +$1.65M +5,120 +37%
MMM
1510
Mendel Money Management
Illinois
$5.71M +$166K +515 +3%
CPA
1511
Capital Planning Advisors
California
$5.7M -$3.3M -10,271 -35%
HAIM
1512
Hunter Associates Investment Management
Pennsylvania
$5.7M -$48.6K -151 -0.8%
WA1
1513
Wimmer Associates 1
California
$5.69M -$96.8K -301 -2%
WKWM
1514
Walter & Keenan Wealth Management
Indiana
$5.67M -$59.2K -184 -1%
QI
1515
Qtron Investments
Massachusetts
$5.66M +$1.61K +5 +0%
TPCW
1516
TD Private Client Wealth
New York
$5.64M +$414K +1,288 +7%
TVWM
1517
Tower View Wealth Management
Wisconsin
$5.63M -$168K -521 -3%
SCM
1518
Schnieders Capital Management
California
$5.62M -$301K -937 -5%
GWM
1519
Graybill Wealth Management
Illinois
$5.62M +$434K +1,350 +8%
MLIC
1520
Mandatum Life Insurance Company
Finland
$5.61M +$70.4K +219 +1%
CIP
1521
Castlefield Investment Partners
$5.61M +$625K +1,945 +12%
TFA
1522
Transamerica Financial Advisors
Florida
$5.59M -$14.8K -46 -0.2%
WDA
1523
Wendell David Associates
New Hampshire
$5.58M -$154K -480 -3%
MCP
1524
Mirador Capital Partners
California
$5.57M -$271K -842 -4%
FM
1525
Family Management
New York
$5.57M -$65.9K -205 -1%
59 60
61
62 63