We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1251
Hollencrest Capital Management
California
$372K +$26.2K +148 +9%
ODFS
1252
O'Donnell Financial Services
California
$371K +$708 +4 +0.2%
TIMH
1253
Tilt Investment Management Holdings
New York
$369K +$331K +1,872 New
IGAM
1254
iA Global Asset Management
Quebec, Canada
$368K -$59.5K -336 -15%
S
1255
Sachetta
Massachusetts
$368K +$330K +1,863 New
BAM
1256
Berkshire Asset Management
Pennsylvania
$367K -$4.07K -23 -1%
EWM
1257
Empirical Wealth Management
Washington
$366K +$47.3K +267 +17%
I
1258
IMPACTfolio
Colorado
$366K -$26.6K -150 -7%
ST
1259
Smithfield Trust
Pennsylvania
$365K -$23.9K -135 -7%
IIM
1260
Ipswich Investment Management
Massachusetts
$365K
BOPW
1261
Brandywine Oak Private Wealth
Pennsylvania
$364K -$8.14K -46 -2%
MWM
1262
Modera Wealth Management
New Jersey
$361K -$17.5K -99 -5%
PVI
1263
Pine Valley Investments
New Jersey
$358K +$52.4K +296 +20%
PA
1264
Probity Advisors
Texas
$357K -$1.42K -8 -0.4%
WWP
1265
Walden Wealth Partners
Ohio
$357K +$320K +1,807 New
PCIG
1266
Partners Capital Investment Group
Massachusetts
$356K +$106K +598 +50%
OCM
1267
One Capital Management
California
$356K -$19.8K -112 -6%
CC
1268
Corton Capital
Ontario, Canada
$356K +$319K +1,802 New
BB
1269
Busey Bank
Illinois
$356K +$13.8K +78 +5%
CIAS
1270
Capital Investment Advisory Services
North Carolina
$354K +$7.26K +41 +2%
RSA
1271
River Street Advisors
Illinois
$347K +$10.3K +58 +3%
AL
1272
Aspiriant LLC
California
$347K +$311K +1,757 New
MAP
1273
Moody Aldrich Partners
Massachusetts
$346K -$32.4K -183 -9%
CMS
1274
Capital Market Strategies
Florida
$346K
RPCONE
1275
Retirement Planning Company of New England
Rhode Island
$345K +$39.1K +221 +14%