We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MSR
551
Main Street Research
Connecticut
$390K -$4.72K -38 -1%
BAM
552
Beaumont Asset Management
Texas
$387K
CCC
553
Chelsea Counsel Company
California
$376K +$129K +1,040 +50%
QCG
554
Quadrant Capital Group
Ohio
$374K -$2.23K -18 -0.6%
HCM
555
Howland Capital Management
Massachusetts
$374K
TCM
556
Telos Capital Management
California
$373K -$2.98K -24 -0.8%
AAM
557
Aureus Asset Management
Massachusetts
$372K
LCS
558
Levin Capital Strategies
New York
$372K +$137K +1,100 +55%
LNC
559
Lincoln National Corp
Pennsylvania
$369K +$745 +6 +0.2%
FMII
560
Farmers & Merchants Investments Inc
Nebraska
$367K -$34.1K -275 -8%
RWM
561
Ritholtz Wealth Management
New York
$366K
KFA
562
Krane Funds Advisors
New York
$365K -$3.85K -31 -1%
Capstone Investment Advisors
563
Capstone Investment Advisors
New York
$361K -$1.16M -9,369 -76%
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$360K -$62.9K -507 -14%
DSC
565
Duncker Streett & Co
Missouri
$360K
IRF
566
IBM Retirement Fund
New York
$357K -$258K -2,076 -41%
CWM
567
Circle Wealth Management
New Jersey
$353K +$365K +2,941 New
HTC
568
Haverford Trust Company
Pennsylvania
$350K
TWM
569
Thrive Wealth Management
Pennsylvania
$349K +$362K +2,913 New
Members Trust
570
Members Trust
Florida
$348K
SEEDPG
571
S.E.E.D. Planning Group
New York
$345K -$86.4K -696 -19%
AIP
572
Almanack Investment Partners
Pennsylvania
$340K -$1.12K -9 -0.3%
GDP
573
Great Diamond Partners
Maine
$340K +$7.07K +57 +2%
SWM
574
SeaCrest Wealth Management
New York
$338K -$1.12K -9 -0.3%
EF
575
Empirical Finance
Pennsylvania
$331K +$60.9K +491 +22%