We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
276
Tortoise Capital Advisors
Kansas
$123K -$112K -2,338 -49%
WB
277
Webster Bank
Connecticut
$120K – – –
GWM
278
Geneos Wealth Management
Colorado
$118K – – –
US Bancorp
279
US Bancorp
Minnesota
$96K +$44.9K +939 +96%
O
280
Ossiam
France
$77K +$73.8K +1,545 New
SFSIG
281
San Francisco Sentry Investment Group
California
$74K – – –
Acadian Asset Management
282
Acadian Asset Management
Massachusetts
$65K +$62.6K +1,309 New
TF
283
Tompkins Financial
New York
$50K – – –
VFA
284
Valeo Financial Advisors
Indiana
$50K +$47.8K +1,000 New
ICP
285
Interchange Capital Partners
Pennsylvania
$49K +$47.8K +1,000 New
PI
286
PineBridge Investments
New York
$40K -$710K -14,861 -95%
LC
287
Lindbrook Capital
California
$40K +$3.06K +64 +9%
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$33.5K +700 New
BWM
289
Birchcreek Wealth Management
Ohio
$32K +$31.1K +650 New
PFBT
290
Parkside Financial Bank & Trust
Missouri
$30K -$669 -14 -2%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
COCM
292
Charter Oak Capital Management
New Hampshire
$27K +$26.3K +550 New
CFFP
293
Center for Financial Planning
Michigan
$25K – – –
DAM
294
Delta Asset Management
Tennessee
$25K – – –
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$24K -$86K -1,800 -79%
FPS
296
Fieldpoint Private Securities
Connecticut
$23K +$21.7K +455 New
ST
297
Smithfield Trust
Pennsylvania
$20K – – –
PFO
298
Pathstone Family Office
New Jersey
$20K +$18.9K +395 New
HFM
299
Harvest Fund Management
China
$18K -$8.41K -176 -33%
QCG
300
Quadrant Capital Group
Ohio
$18K -$4.45K -93 -21%