We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1701
West Paces Advisors
Georgia
$664K -$6.71K -63 -0.9%
MS
1702
Madden Securities
Texas
$663K -$164K -1,540 -18%
EverSource Wealth Advisors
1703
EverSource Wealth Advisors
Alabama
$663K -$34.7K -326 -5%
OFG
1704
Oxford Financial Group
Indiana
$662K -$130K -1,222 -15%
MHS
1705
M Holdings Securities
Oregon
$661K – – –
SWA
1706
SFMG Wealth Advisors
Texas
$661K +$27.6K +259 +4%
EI
1707
Ellevest Inc
New York
$660K -$112K -1,050 -13%
TPWM
1708
Twelve Points Wealth Management
Massachusetts
$659K – – –
FIM
1709
Freedom Investment Management
Connecticut
$658K +$41.5K +389 +6%
RHJA
1710
Rice Hall James & Associates
California
$657K -$16K -150 -2%
1IA
1711
1620 Investment Advisors
Massachusetts
$654K -$213 -2 -0%
PB
1712
Pinnacle Bancorp
Nebraska
$654K – – –
LGT Group Foundation
1713
LGT Group Foundation
Liechtenstein
$651K +$178K +1,672 +33%
GC
1714
Globeflex Capital
California
$650K – – –
CCP
1715
Clarkston Capital Partners
Michigan
$650K +$5.33K +50 +0.7%
IF
1716
Intrua Financial
Texas
$650K +$6.93K +65 +1%
SA
1717
SRN Advisors
Pennsylvania
$650K -$140K -1,309 -16%
BAM
1718
Blueshift Asset Management
New Jersey
$649K +$715K +6,708 New
WPW
1719
Warther Private Wealth
Ohio
$646K -$383K -3,594 -35%
EAM
1720
Empirical Asset Management
Massachusetts
$646K +$460K +4,318 +183%
CMS
1721
Capital Market Strategies
Florida
$645K -$7.78K -73 -1%
WC
1722
Weil Company
California
$645K -$1.6K -15 -0.2%
TGAM
1723
TBH Global Asset Management
Tennessee
$644K +$107 +1 +0%
CRIG
1724
Charter Research & Investment Group
Connecticut
$642K -$42.6K -400 -6%
CNB
1725
Camden National Bank
Maine
$642K -$4.8K -45 -0.7%