We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
2051
Cohen & Steers
New York
$681K
BA
2052
Ballast Advisors
Minnesota
$680K -$12.9K -225 -2%
PFBT
2053
Parkside Financial Bank & Trust
Missouri
$678K -$3.1K -54 -0.4%
WA
2054
Wealth Architects
California
$678K +$63.9K +1,113 +10%
TCM
2055
Tradewinds Capital Management
Washington
$676K +$264K +4,602 +62%
FA
2056
Fermata Advisors
California
$673K +$689K +12,011 New
LB
2057
Legacy Bridge
Iowa
$672K -$73.3K -1,278 -10%
BWM
2058
BT Wealth Management
Georgia
$672K
NME
2059
Notis-McConarty Edward
$671K -$79.7K -1,388 -10%
BFS
2060
Bickling Financial Services
Massachusetts
$671K +$13.4K +233 +2%
IRC
2061
Investors Research Corp
Georgia
$670K +$5.74K +100 +0.8%
DPI
2062
Diversified Portfolios Inc
Michigan
$670K +$187K +3,261 +37%
AWM
2063
Affinity Wealth Management
Delaware
$669K
AAP
2064
Arax Advisory Partners
Colorado
$669K +$685K +11,941 New
CFG
2065
Cooper Financial Group
California
$667K +$101K +1,764 +17%
MPW
2066
Monterey Private Wealth
California
$667K +$340K +5,933 +99%
HCM
2067
Harvey Capital Management
Florida
$666K +$287K +5,000 +72%
AIM
2068
Alhambra Investment Management
Florida
$664K -$6.66K -116 -1%
RF
2069
Rollins Financial
Georgia
$664K +$387K +6,743 +132%
SCG
2070
Sonata Capital Group
Washington
$663K
ST
2071
Somerset Trust
Pennsylvania
$663K +$2.93K +51 +0.4%
EAM
2072
Evanson Asset Management
California
$660K +$5.11K +89 +0.8%
CCM
2073
Canal Capital Management
Virginia
$658K -$287 -5 -0%
HCP
2074
Hexagon Capital Partners
Arkansas
$655K -$3.04K -53 -0.5%
MCM
2075
Monarch Capital Management
Indiana
$655K