We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
901
KCM Investment Advisors
California
$606K +$8.93K +85 +2%
CBA
902
Coastal Bridge Advisors
Connecticut
$604K -$1.26K -12 -0.2%
RNC Capital Management
903
RNC Capital Management
California
$602K – – –
PTB
904
Pioneer Trust Bank
Oregon
$602K – – –
CF
905
Convergence Financial
Missouri
$602K -$22.6K -215 -4%
CWM
906
Collaborative Wealth Management
Florida
$598K +$840 +8 +0.1%
CCM
907
Canal Capital Management
Virginia
$593K -$32K -305 -5%
GM
908
GeoWealth Management
Illinois
$586K -$38.4K -366 -7%
FBB
909
Fulton Breakefield Broenniman
Maryland
$585K -$326K -3,100 -37%
EI
910
Ellevest Inc
New York
$585K -$214K -2,040 -28%
CX Institutional
911
CX Institutional
Indiana
$583K +$101K +961 +23%
Livforsakringsbolaget Skandia
912
Livforsakringsbolaget Skandia
Sweden
$579K -$94.5K -900 -15%
Loring Wolcott & Coolidge Fiduciary Advisors
913
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$578K – – –
RMP
914
Richards, Merrill & Peterson
Washington
$577K +$21.4K +204 +4%
P
915
Pitcairn
Pennsylvania
$571K -$50.8K -484 -9%
First Merchants Corp
916
First Merchants Corp
Indiana
$568K -$10.5K -100 -2%
GIA
917
GHP Investment Advisors
Colorado
$564K – – –
Vaughan David Investments
918
Vaughan David Investments
Illinois
$563K – – –
IAS
919
Investment Advisory Services
Texas
$563K -$9.45K -90 -2%
JCM
920
J2 Capital Management
Michigan
$562K -$6.62K -63 -1%
CG
921
Curat Global
New Hampshire
$562K – – –
SSA
922
Sierra Summit Advisors
Nevada
$559K – – –
Smartleaf Asset Management
923
Smartleaf Asset Management
Massachusetts
$558K +$235K +2,239 +81%
IWN
924
Independent Wealth Network
Iowa
$557K -$9.56K -91 -2%
FTC
925
Farmers Trust Company
Ohio
$556K -$10.5K -100 -2%