We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
476
Stratos Wealth Partners
Ohio
$7.12M -$54K -256 -0.8%
HPIA
477
Hamilton Point Investment Advisors
North Carolina
$7.09M +$190K +902 +3%
FCH
478
Freestone Capital Holdings
Washington
$7.07M -$268K -1,271 -4%
WF
479
Welch & Forbes
Massachusetts
$7.04M -$763K -3,617 -10%
PWP
480
Perfromance Wealth Partners
Illinois
$7.04M +$6.6M +31,283 New
EWM
481
Endurance Wealth Management
Rhode Island
$7.01M
III
482
Independent Investors Inc
New York
$6.99M -$31.7K -150 -0.5%
HAI
483
Hennessy Advisors Inc
California
$6.99M +$1.88M +8,900 +40%
WAOTB
484
Wealth Advisors of Tampa Bay
Florida
$6.94M +$3.29M +15,596 +102%
IAIM
485
Industrial Alliance Investment Management
Quebec, Canada
$6.9M +$6.48M +30,686 New
BFA
486
Benedict Financial Advisors
Georgia
$6.85M +$195K +926 +3%
GGS
487
Galvin Gaustad & Stein
Arizona
$6.84M +$662K +3,136 +12%
V
488
Veritable
Delaware
$6.83M -$509K -2,412 -7%
SBH
489
Segall Bryant & Hamill
Illinois
$6.81M -$966K -4,578 -13%
AAS
490
Avantax Advisory Services
Texas
$6.79M +$129K +613 +2%
EWM
491
Executive Wealth Management
Michigan
$6.78M +$293K +1,387 +5%
BCV
492
Banque Cantonale Vaudoise
Switzerland
$6.69M +$1.15M +5,434 +22%
OPTFSNA
493
Old Point Trust & Financial Services N A
Virginia
$6.68M +$112K +530 +2%
Cerity Partners
494
Cerity Partners
New York
$6.66M +$1.59M +7,511 +29%
USCWA
495
U.S. Capital Wealth Advisors
Texas
$6.64M -$430K -2,035 -6%
AIP
496
Ameritas Investment Partners
Nebraska
$6.63M -$2.11K -10 -0%
CBT
497
Central Bank & Trust
Kentucky
$6.62M +$5.28K +25 +0.1%
TCOV
498
Trust Company of Vermont
Vermont
$6.54M -$174K -824 -3%
TNBTD
499
Trustmark National Bank Trust Department
Mississippi
$6.53M -$130K -614 -2%
EFIC
500
Eliot Finkel Investment Counsel
California
$6.49M -$171K -810 -3%