We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GC
901
Grimes & Company
Massachusetts
$4.04M -$32.8K -570 -0.8%
TCM
902
Telos Capital Management
California
$4.04M +$132K +2,297 +3%
TTWM
903
TCV Trust & Wealth Management
Virginia
$4.03M -$65.8K -1,142 -2%
DBT
904
Dubuque Bank & Trust
Iowa
$4.03M -$80.8K -1,402 -2%
SNT
905
Security National Trust
West Virginia
$4.01M -$21.3K -370 -0.5%
CCM
906
Coldstream Capital Management
Washington
$4.01M -$91.6K -1,590 -2%
Koshinski Asset Management
907
Koshinski Asset Management
Illinois
$4M -$251K -4,359 -6%
IRF
908
IBM Retirement Fund
New York
$4M +$65.2K +1,132 +2%
BL
909
BFSG LLC
California
$4M +$27.3K +473 +0.7%
PMG
910
ProVise Management Group
Florida
$4M +$300K +5,215 +8%
OIA
911
OneDigital Investment Advisors
Kansas
$4M +$2.81M +48,760 +230%
RWP
912
RWA Wealth Partners
Massachusetts
$3.99M +$4.44K +77 +0.1%
DY
913
Dowling & Yahnke
California
$3.96M +$365K +6,333 +10%
BEAM
914
Baker Ellis Asset Management
Washington
$3.96M +$19.5K +339 +0.5%
FNFDCM
915
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.96M +$205K +3,550 +5%
FFWA
916
FRG Family Wealth Advisors
Washington
$3.95M +$6.97K +121 +0.2%
UR
917
USCA RIA
Texas
$3.95M -$69.4K -1,204 -2%
EWM
918
Executive Wealth Management
Michigan
$3.95M +$469K +8,138 +13%
LSA
919
L & S Advisors
California
$3.94M -$1.39M -24,056 -26%
FBT
920
First Bankers Trust
Kentucky
$3.94M -$64.2K -1,115 -2%
NL
921
NKCFO LLC
Illinois
$3.92M
TCOT
922
Trust Company of Toledo
Ohio
$3.9M +$3.8K +66 +0.1%
PWM
923
Perigon Wealth Management
California
$3.89M +$41.2K +715 +1%
TMAM
924
Tokio Marine Asset Management
Japan
$3.89M -$386K -6,701 -9%
BRM
925
Boston Research & Management
Massachusetts
$3.88M +$61.7K +1,070 +2%