We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1826
Wade Financial Advisory
California
$392K +$2.06K +4 +0.6%
IP
1827
Investment Partners
Ohio
$391K
BCM
1828
Becker Capital Management
Oregon
$389K +$63.9K +124 +23%
OAM
1829
Oak Asset Management
California
$389K +$343K +665 New
TPM
1830
Triasima Portfolio Management
Quebec, Canada
$387K
GC
1831
Garde Capital
Washington
$385K
AP
1832
Adero Partners
California
$385K +$10.3K +20 +3%
IIM
1833
Ipswich Investment Management
Massachusetts
$385K +$57.2K +111 +20%
LA
1834
Latitude Advisors
Florida
$384K +$2.58K +5 +0.8%
ACS
1835
Archford Capital Strategies
Illinois
$381K -$17.5K -34 -5%
B
1836
Bellecapital
Switzerland
$381K
WA
1837
Waverly Advisors
Alabama
$381K +$308K +598 New
MMA
1838
Miracle Mile Advisors
California
$380K -$515 -1 -0.2%
WW
1839
Westshore Wealth
California
$379K
OPA
1840
Old Port Advisors
Maine
$379K +$26.3K +51 +9%
AWA
1841
Arete Wealth Advisors
Illinois
$378K -$78.9K -153 -10%
PCM
1842
Pennsylvania Capital Management
Pennsylvania
$377K
AF
1843
Aldebaran Financial
$376K -$7.73K -15 -2%
BOS
1844
Bingham Osborn & Scarborough
California
$376K +$331K +642 New
APG
1845
Abacus Planning Group
South Carolina
$375K -$56.7K -110 -15%
ERIM
1846
Eagle Ridge Investment Management
Connecticut
$374K
ATC
1847
Adirondack Trust Company
New York
$374K +$1.55K +3 +0.5%
VR
1848
Viridian RIA
Washington
$372K -$1.03K -2 -0.3%
SWA
1849
SOA Wealth Advisors
New York
$366K +$16K +31 +5%
CL
1850
Choreo LLC
Illinois
$365K