We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
526
L. Roy Papp & Associates
Arizona
$721K
PS
527
Principal Securities
Iowa
$713K -$37.4K -182 -5%
FFM
528
Forum Financial Management
Illinois
$704K -$9.24K -45 -1%
HIA
529
Harbor Investment Advisory
Maryland
$700K
EPW
530
Evolve Private Wealth
California
$686K +$660K +3,212 New
BTW
531
Boston Trust Walden
Massachusetts
$683K
NA
532
NewEdge Advisors
Louisiana
$678K +$69.6K +339 +12%
PWM
533
Perigon Wealth Management
California
$664K +$81.6K +397 +15%
GT
534
Greenleaf Trust
Michigan
$663K +$9.24K +45 +1%
SWP
535
Sagespring Wealth Partners
Tennessee
$663K +$19.5K +95 +3%
SOS
536
Silver Oak Securities
Tennessee
$658K +$13.8K +67 +2%
TG
537
TCW Group
California
$657K -$4.26M -20,720 -87%
GC
538
Gilbert & Cook
Iowa
$656K -$7.4K -36 -1%
QWM
539
Quadcap Wealth Management
Texas
$648K +$1.85K +9 +0.3%
AWM
540
Apollon Wealth Management
South Carolina
$647K +$110K +536 +21%
CPIG
541
Chicago Partners Investment Group
Illinois
$646K -$28.4K -138 -5%
HT
542
Headlands Technologies
Illinois
$646K -$399K -1,943 -39%
ECM
543
Everence Capital Management
Indiana
$645K
BP
544
Ballentine Partners
Massachusetts
$639K -$7.19K -35 -1%
SBCM
545
Schwerin Boyle Capital Management
Massachusetts
$639K -$2.67K -13 -0.4%
SPIA
546
Steward Partners Investment Advisory
New York
$638K +$3.08K +15 +0.5%
GCC
547
Guardian Capital (Canada)
Ontario, Canada
$636K +$612K +2,978 New
EWM
548
Empirical Wealth Management
Washington
$634K +$224K +1,089 +58%
Jones Financial Companies
549
Jones Financial Companies
Missouri
$626K +$71.7K +349 +14%
WF
550
Welch & Forbes
Massachusetts
$626K